Responsibilities:
- Oversee information on active and potential borrowers through investigation and inquiries with trade suppliers, financial firms, and other third-party institutions
- Responsible for detailed, written reviews of new loan applications to the firm
- Analyze reports and data while utilizing Microsoft Excel and other financial software programs
- Stay up to date with the tracking of both active and pending loans
- Assist with the portfolio management of firm projects as assigned
Skills:
- Bachelor's Degree - Financial or Accounting Degree with at least 2 years credit experience
- Background and knowledge of legal and accounting principles as they relate to banking documents
- Strong knowledge of Microsoft Office, especially Microsoft Excel