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Truist CIB Credit Delivery Analyst United States, Texas, Houston 915566793
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Regular or Temporary:
English (Required)
1st shift (United States of America)
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams.
2. Authors and creates credit product approval documents and presentations with an initial recommendation and credit view.
3. Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.
4. Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.
5. Supports Directors, VPs and Associates in day-to-day management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and other activities as directed.
6. Works closely with Directors, VPs and Associates in the preparation of on-time and high quality annual reviews, renewals, and amendments. More experienced analysts may be responsible for completing entire annual reviews on assigned clients.
7. Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Undergraduate degree.
2. 1 year of experience in underwriting and portfolio management.
3. Strong verbal and written communication, organizational, critical thinking and problem solving skills.
4. Strong analytical skills and attention to detail.
5. Strong work ethic, competitive drive, and time management skills.
6. Proficient in Microsoft Word, Excel and PowerPoint.
7. Licenses: Series 79; Series 63; SIE.
Preferred Qualifications:
1. Undergraduate degree with coursework in accounting or finance preferred.
2. Experience training and mentoring Analysts.
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