Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Credit Analyst or Senior Credit Analyst to join our growing team.
Essential Functions:
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Experience in commercial credit analysis and documentation of commercial credit lines
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Strong analytical skills and knowledge of commercial finance transactions
Credit Underwriting:
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Gather required documents and additional information needed to process and review new loan
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applications, request for existing accounts, and handle annual renewals.
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Spread and analyze business financial statements, tax returns and other supporting documents used in
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providing credit recommendations.
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Work with Credit Manager, Account Manager, VP and CCO of Commercial Credit team.
Documentation:
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Complete Legal Documents required for approved Retailer Credit Lines
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Collect all conditions of Approval from Retailer
Minimum Qualifications:
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Bachelor’s degree in finance or accounting preferred
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Recent college graduate looking for entry level position in a growing company
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Some prior work experience in financial services industry preferred but not required
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Familiarity with concepts, procedures and processes typically used in finance
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Quick learner of the proprietary computer system used to manage and underwrite the accounts
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Preparation or ability to review documents and reports using Microsoft Office based products
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Good organizational, clerical, numeric, oral and written language skills
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Knowledge of customer service principles and practices
Physical Demand:
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Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
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Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
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Must be able to talk, listen and speak clearly on telephone
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Able to sit at a work station for prolonged periods of time