
Financial Health Specialist
6 days ago
Evaluate and analyze financial health data to identify risk levels, assess creditworthiness, and provide recommendations for sound credit decisions.
- Key Responsibilities:
- Conduct thorough financial analysis of clients to determine their creditworthiness.
- Review and process credit files within defined timeframes, ensuring accuracy and efficiency.
- Maintain strong relationships with clients, banks, and internal teams through effective communication and collaboration.
- Support department-level targets and contribute to overall business goals by providing actionable insights and recommendations.
- Required Skills and Competencies:
- Due Diligence & Attention to Detail
- Demonstrate strong analytical skills with accuracy in financial data, identifying trends and patterns.
- Analyze credit across multiple sectors, staying up-to-date with market trends and regulatory requirements.
- Effectively handle multiple client accounts simultaneously, prioritizing tasks and managing time efficiently.
- Proficient in Microsoft Excel and financial software tools, applying technical expertise to drive business outcomes.
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