Associate - Wholesale Credit Delivery

Truist

Wholesale Credit Delivery Associate conducting financial analysis and risk assessment at Truist. Mentoring junior teammates while engaging with clients in Commercial Banking and Real Estate.

Posted 6/25/2026full-timeMcLean • Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships.
Supports credit presentation preparation and discussions with Credit Officer and other final approvers.
Coordinates legal documentation efforts through closing and funding phase.
Ensures loan agreement is in accordance with approval documents.
Identifies potential issues contained within loan documentation and takes steps to address the issues.
Analyzes financial statements/projections and documents client performance.
Ensures all Credit Process Metrics are within prescribed tolerances.
Serves as a client and internal point of contact in managing assigned portfolio.
Supports and mentors Credit Delivery Analysts.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2-3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty business experience.
Excellent verbal and written communication skills.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Strong analytical and problem-solving skills.
Knowledge of commercial real estate credit delivery principles.
Ability to handle multiple priorities under time constraints.
Demonstrated success working in a collaborative team environment.

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysiscredit underwritingloan documentationcredit presentation preparationfinancial statement analysiscredit process metricscommercial real estate credit delivery

Soft Skills

verbal communicationwritten communicationanalytical skillsproblem-solving skillstime managementcollaborationmentoring