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Posted: 10/19/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in credit analysis and underwriting for Dealer Services, with a strong ability to manage client relationships and portfolio risk while providing tailored credit solutions. Proficient in financial analysis, risk assessment, and mentoring junior team members.
Highest-signal resume keywords
Credit AnalysisPortfolio ManagementFinancial Statement AnalysisClient Relationship ManagementRisk Assessment
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Underwrite credit exposure for less complex relationships and actively manage a portfolio of Dealer Services relationships
- Conduct day-to-day client interaction and manage portfolio risk
- Lead the entire commercial underwriting process internally and externally with prospects and clients
- Underwrite, structure, and document prospect and client transactions
- Independently run complex deals and largest credit relationships
- Analyze company performance, industry and competitive dynamics, and macroeconomic impacts on creditworthiness
- Perform in-depth analysis of financial statements, projections, and business plans
- Identify and mitigate key risks
- Recommend and model appropriate loan structures
- Manage assigned portfolio by monitoring performance and trends
- Define client credit solutions, identify issues, and follow through on remediation
- Maintain risk rating integrity, conduct annual reviews, and complete financial statement spreading
- Manage amendments and waivers in the assigned portfolio
- Expand client relationships through direct client calling efforts
- Develop solutions meeting client needs and the Bank’s risk acceptance criteria
- Partner with Investment Banking peers to deliver complex financing solutions
- Maintain knowledge of corporate, investment, and commercial banking solutions, market trends, and business drivers
- Manage Associates and Analysts and mentor and coach junior PMs, Associates, and Analysts
- Author independent risk recommendations, including risk rating, compliance, and underwriting recommendations
Requirements
What you’ll need- Bachelor’s Degree in Finance or related field
- At least 5+ years of related training and experience in commercial/Dealer Services credit analysis
- Mastery level proficiency with MS Office Desktop applications
- Strong interpersonal skills
- Solid written and verbal communication
- Sound credit skills
- Strong attention to detail
- Ability to prioritize workflow and multi-task in a fast-paced environment
- Industry or sub-sector expertise preferred
- Mastery of Truist Bank operating systems, including COMPASS, MRA, Salesforce.com, and nCino preferred
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 of employment, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit UnderwritingFinancial AnalysisLoan StructuringRisk RatingCompliance Recommendations
Soft Skills
Interpersonal SkillsWritten CommunicationAttention to DetailMulti-taskingWorkflow Prioritization
Tools & Technologies
MS OfficeCOMPASSMRASalesforce.comNCino
Industry Keywords
Commercial BankingDealer ServicesCredit ExposureMarket TrendsBusiness Drivers