CRE Analyst I / II

Truist

CRE Analyst underwriting and monitoring commercial real estate opportunities for Truist, a financial services company. Supporting market research, client relationships, portfolio management, and business development.

Posted 8/10/2026full-timeCharlotte • North Carolina, Tennessee • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and financial modeling expertise within the Commercial Real Estate sector, with a focus on credit evaluation and relationship management. Proficient in using tools like ARGUS Enterprise and third-party Real Estate Data Sources to support project analysis and client interactions.

Highest-signal resume keywords

Financial Analysis/ModelingCredit Principles KnowledgeARGUS Enterprise SoftwareMicrosoft Office ProficiencyCollaborative Team Environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingRisk EvaluationPortfolio ManagementProject Due DiligenceMarket ResearchClient Relationship SupportAnalytical Problem-SolvingProject Proposal AnalysisPerformance Monitoring

Soft Skills

Verbal CommunicationWritten CommunicationTime ManagementCollaborationPrioritization

Tools & Technologies

ARGUS EnterpriseCoStarREISAxiometricsMicrosoft Office

Industry Keywords

Commercial Real EstateBanking DevelopmentCredit EvaluationMarket TrendsClient Planning

About the role

Key responsibilities & impact

Build foundational understanding of the Commercial Real Estate market, credit and products, systems and tools, and relationship management
Learn underwriting fundamentals, including financial analysis/modeling, risk evaluation, ongoing portfolio maintenance, and client relationship support
Collaborate with Relationship Managers to identify credit-worthy projects within targeted markets
Assist with prioritization of relationship calling strategies
Research and evaluate client, competitor, property segment, market, and industry risks and trends
Cross-train in identified Commercial Real Estate verticals
Perform financial modeling and analysis, project proposal analysis and screening, and project due diligence
Conduct prospecting, industry-specific and market research, and special projects
Prepare pitch books, pre-call plans, sales pipeline reviews and management, marketing materials, and sales tool support
Attend client calls and meetings and support the end-to-end client planning process
Work with PM Associates and Portfolio Managers to evaluate and underwrite new opportunities
Complete performance and monitoring activities for an assigned portfolio, including portfolio management and required risk monitoring

Requirements

What you’ll need

Analyst I: Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
Analyst I: Excellent verbal and written communication skills
Analyst I: Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Analyst I: Strong analytical and problem-solving skills
Analyst I: Knowledge of credit principles
Analyst I: Ability to handle multiple priorities under time constraints
Analyst I: Demonstrated success working in a collaborative team environment
Analyst II: Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
Analyst II: 1–2 years' experience in a Banking Development program with a Commercial Real Estate track or other combined Commercial Real Estate experience
Analyst II: Excellent verbal and written communication skills
Analyst II: Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Analyst II: Strong analytical and problem-solving skills
Analyst II: Knowledge of credit principles
Analyst II: Ability to handle multiple priorities under time constraints
Analyst II: Demonstrated success working in a collaborative team environment
English language fluency required
Analyst I preferred: Master's in Real Estate or combined Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree
Analyst I preferred: Foundational knowledge of ARGUS Enterprise software and use of third-party Real Estate Data Sources (CoStar, REIS, Axiometrics)
Analyst II preferred: Master's in Real Estate or combined Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree
Analyst II preferred: Foundational knowledge of ARGUS Enterprise software and use of third-party Real Estate Data Sources (CoStar, REIS, Axiometrics)

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year, prorated based on date of hire and full-time or part-time status
10 sick days, prorated
Paid holidays
Potential eligibility for a defined benefit pension plan
Potential eligibility for restricted stock units
Potential eligibility for a deferred compensation plan