Posted 1mo ago

Credit Analyst/Sr. Credit Analyst

@ Triad Financial Services
Jacksonville, Florida, United States
OnsiteFull Time
Responsibilities:Gather documents, Review applications, Analyze statements
Requirements Summary:Experience in commercial credit analysis; strong analytical skills; ability to gather and analyze financial data.
Technical Tools Mentioned:Microsoft Office, Proprietary credit system
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Job Description

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Credit Analyst or Senior Credit Analyst to join our growing team.  

Essential Functions:  

  • Experience in commercial credit analysis and documentation of commercial credit lines
  • Strong analytical skills and knowledge of commercial finance transactions

Credit Underwriting: 

  • Gather required documents and additional information needed to process and review new loan 
  • applications, request for existing accounts, and handle annual renewals. 
  • Spread and analyze business financial statements, tax returns and other supporting documents used in 
  • providing credit recommendations. 
  • Work with Credit Manager, Account Manager, VP and CCO of Commercial Credit team.

Documentation:  

  • Complete Legal Documents required for approved Retailer Credit Lines 
  • Collect all conditions of Approval from Retailer

Minimum Qualifications:  

  • Bachelor’s degree in finance or accounting preferred 
  • Recent college graduate looking for entry level position in a growing company 
  • Some prior work experience in financial services industry preferred but not required
  • Familiarity with concepts, procedures and processes typically used in finance 
  • Quick learner of the proprietary computer system used to manage and underwrite the accounts 
  • Preparation or ability to review documents and reports using Microsoft Office based products 
  • Good organizational, clerical, numeric, oral and written language skills 
  • Knowledge of customer service principles and practices

Physical Demand:  

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to talk, listen and speak clearly on telephone
  • Able to sit at a work station for prolonged periods of time