Credit Analysis Specialist
2 days ago
We are seeking a highly skilled Credit Analysis Specialist to join our team at Covenant Consultants.
Job Summary:
- The ideal candidate will be responsible for conducting thorough credit analyses on a portfolio of Principals under Agency arrangements to facilitate informed credit decisions.
- This role involves collecting credit requests from Business lines, as well as former credit decisions if any, and creating a request in the Credit Process Administration tool.
- The selected candidate will collect documentation and data points related to the principals to analyze, run the rating policy associated with the principal of consideration, and produce and format reports for limits & exposure monitoring and other regular or Ad Hoc requests.
- The successful candidate will also report requested limits and recommend limits as per policies, while checking Delegation Levels and type of analysis needed for all counterparties.
Key Responsibilities:
- Collect credit requests from Business lines and create a request in the Credit Process Administration tool.
- Collect documentation and data points related to the principals to analyze.
- Run the rating policy associated with the principal of consideration.
- Produce and format reports for limits & exposure monitoring and other regular or Ad Hoc requests.
- Report requested limits and recommend limits as per policies.
- Check Delegation Levels and type of analysis needed for all counterparties.
Requirements:
- A degree in Finance, Economics, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office, particularly Excel.
Benefits:
- A competitive salary ranging from $60,000 to $80,000 per annum, depending on experience.
- A comprehensive benefits package, including medical, dental, and vision insurance.
- A 401(k) retirement plan with company match.
- Generous paid time off and holidays.
Working at Covenant Consultants:
Covenant Consultants is a leading financial services firm that provides expert advice and guidance to clients across various industries. We value innovation, collaboration, and customer satisfaction above all else.
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