Accounting, Accounts Receivable, Credit Analysis, Customer/Client Research, Data Analysis, File Management, Finance, Financial Management, Loans, Spreadsheets, Technical Support
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Description
Summary: Evaluates the financial condition of individuals and businesses applying for credit with the bank.
Reports to: Chief Credit Officer
Essential Duties and Responsibilities:
- Analyzes loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions and financial institution files.
- Prepares spreadsheets, reports, summaries and opinions for bank officers on new, renewal and existing loans.
- Oversees and manages financial information files to assure current reports, statements, accounts receivable and other information on customer accounts.
- Performs credit inquiries for First Bank as requested.
- Establishes, reviews and updates new and existing loan files for the bank on a regular basis.
- Provides technical advice and assistance to loan officers as needed.
- Maintains regular and reliable attendance.
Requirements
Qualifications/Requirements:
- Bachelor's degree in finance or accounting preferred.
- Good financial analytical abilities.
- Six months or more experience with credit systems.