
Key Roles for Successful Financial Services Credit Analyst
19 hours ago
Job Title: Financial Services Credit Analyst
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The role of a Financial Services Credit Analyst is crucial in helping clients with their tax preparations, insurance coverage, and investment portfolios. You will be working as a part of the Lending Operations team which prepares retail credit proposals, conducts pre-analysis, do dupe checks, data entry, customer point verifications (CPV), and review income documents in line with the client credit policy, procedures, and turnaround times.
\As a key member of our Underwriting team, you will focus on raising investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. The role requires a good understanding of credit analysis, creditworthiness, credit underwriting, credit appraisal memo, commercial lending, financial analysis, asset evaluation, and income calculation.
\Some of your responsibilities include:
\- Establishing strong relationships with clients to understand their financial needs.
- Handling disputes and managing multiple stakeholders.
- Providing analysis and solving lower-complexity problems.
- Interacting with peers within the team before updating supervisors.
- Working in rotational shifts may be required.
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