
Securitization & Capital Call Underwriting Analyst
Required skills
- BA/BS degree
- Excel
- AI proficiency
Nice to have
- leadership skills
- team-oriented environment
Role summary
The Asset Securitization and Capital Call Credit Delivery team underwrites credit products for new and existing clients and manages the existing portfolio to meet client needs while ensuring appropriate risk/return strategies. The group underwrites lead and non-lead opportunities, executes amendments, refinancings, and ancillary credit product approvals, and maintains ongoing client dialogue. Responsibilities include managing portfolio risk through risk rating integrity, annual client reviews, watchlist management, and amendments/waivers, while adhering to compliance, audit, and regulatory guidelines. The team also focuses on early identification of credit problems and industry trends to initiate risk mitigation and ensure appropriate capital allocation. Essential duties include due diligence, document processing, financial modeling, statistical analysis, research, and presentation development, with direct responsibility for a client portfolio and day-to-day client requests.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Asset Securitization and Capital Call Credit Delivery team underwrites credit products to new and existing clients and actively manage the existing portfolio in order to meet client needs while also ensuring appropriate risk/return strategies. The group underwrites lead and non-lead opportunities that span from investment grade to sponsor-owned, leveraged transactions and executes amendments, refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, annual client reviews, watchlist management, and amendments/waivers, as well as executing compliance, audit and regulatory guidelines and reviews. The group will also be responsible for early identification of emerging credit problems and industry trends in order to initiate risk mitigation actions and ensure appropriate capital allocation.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. Works closely with senior Asset Securitization Structuring professionals.
2. Performs assigned duties with limited independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.
3. Analysts will have direct responsibility for a client portfolio and be responsible for credit activity and day to day client requests
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. BA/BS degree
2. Proven analytical ability and attention to detail
3. Solid leadership and interpersonal skills
4. Proven ability to work well in a fast-paced, team-oriented environment
5. Strong written and oral communication skills
6. Some related work experience since graduation from an undergraduate program
7. Excel and AI proficiency
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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