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RECB Credit Delivery Associate III

Truist | Charlotte, United States | Posted July 04, 2026

Position Overview

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 leading the diligence and underwriting documentation of the most more complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers, and coordinating legal documentation efforts through closing and funding phase.
2. Ensure loan agreement is in accordance with approval documents. Identify potential issues contained within loan documentation and take steps to address the issues, in consultation with RM.
3. Analyze financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex credits.
4. Provide oversight of credit relationship/project performance and monitoring activ...

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