Credit Assistant Resume Samples

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R Runolfsdottir

Royal

Runolfsdottir

1312 Adam Meadow

Detroit

+1 (555) 548 5313

1312 Adam Meadow

Detroit

Phone

p +1 (555) 548 5313

Experience Experience

Boston, MA

Credit Assistant

Boston, MA

Heidenreich-Stark

Boston, MA

Credit Assistant

Manage receipt and collection of fees within established guidelines for proper audit and controls
Work well within a team and help to create a positive team environment
Work on simple, nonsensitive credit accounts, following guidelines established for the organization
Assist lenders/lending assistants with questions regarding CLS
Support District/Regional credit management in the handling of large or risky credit situations
Assist with adding Relationship Pricing as requested by branch professionals
Provide a high level of customer service in all verbal and written communication

New York, NY

Nordic Credit Assistant

New York, NY

Ondricka-Botsford

New York, NY

Nordic Credit Assistant

Participate in development projects in the area of credit management
Manage the dunning process
Open to learn and grow within the area of credit management
Team player with a positive approach to customers and work
Manage the blocking and releasing of orders with credit issues or risks
Answering customer calls and pre-dunning calls to customers
Preparation and sending of payment specifications / account statements

present

Chicago, IL

Credit Assistant Manager

Chicago, IL

Willms-Botsford

present

Chicago, IL

Credit Assistant Manager

present

Assist Store Manager with training and managing all coworkers
Assign coworkers to specific duties and assist with work schedule assignments
Assist Store Manager in making weekly schedules
Assist in managing daily operations when necessary
Greet and assist customers on the sales floor
Obtain new rental orders on the sales floor and over the phone
Collect customer payments on a timely basis and meet daily/weekly collection standards

Education Education

Bachelor’s Degree in Business

University of Delaware

Bachelor’s Degree in Business

Skills Skills

Good organizational skills
Speed and accuracy in data entry
Ability to communicate clearly and courteously on the telephone
Professionalism
Ability to work as part of a team and under pressure
Good negotiation skills
3-5 years of financial services experience
Microsoft Office experience
Intelligent and self-motivated
Excellent communication skills

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Credit Assistant Resume Examples & Samples

Execution of client needs on credit offerings
Work with client to obtain proper financials / paperwork
Coordinate with middle office
Oversee closing and funding
Generate and distribute loan management reports
Support the Credit Advisor with portfolio and risk management
Assist with portfolio initiatives and projects as assigned
Bachelor's Degree or equivalent experience
A minimum of 2 - 4 years experience in the financial services / banking industry
Ability to work independently and as a team player
Knowledge of personal financial information and loan documentation
Knowledge of loan underwriting
Superior client service and problem-solving skills
Experience using Microsoft Office programs including (Word, Excel, PowerPoint)

MMS Credit Assistant Resume Examples & Samples

Application processing and submission in accordance with channel specific policy and process
Obtain/compile all the supporting documentation required for completing credit requests
Partner with administrative support groups to facilitate the end to end credit decision process

MMS Credit Assistant Resume Examples & Samples

Have superior computer / technology skills
Have superior proficiency with MS Office suite, including Word, Excel and PowerPoint
Be able to work independently, multi-tasking in a fast-paced, competitive market
Demonstrate excellent time-management skills, and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective
Demonstrate high-level accuracy and attention to detail
Demonstrate excellent customer service skills, leveraging strong interpersonal and communication skills
Have mortgage lending experience
Be willing to work variable hours, including evenings and weekends

Credit Assistant Resume Examples & Samples

Speed and accuracy in data entry
Ability to communicate clearly and courteously on the telephone
Ability to work as part of a team and under pressure

Credit Assistant Resume Examples & Samples

3-5 years of financial services experience
Microsoft Office experience
Intelligent and self-motivated
Ability to multitask and handle stress professionally
Prior experience on Trade Floor

Credit Assistant Resume Examples & Samples

Review of various title search products for lien and vesting clearance, determination of required owner/signers and collateral payoff requirements
Review of various appraisal products to determine sufficient and available equity as well as review of report for any red flags that could affect risk
Review of credit bureau reports to confirm residency, potential judgments or intervening mortgages against collateral
Update ACAPS in preparation of accurate KeyDocs to branches
Effective oral and written communications with sales professionals regarding application status and requirements
Read complex legal documents and interpret their impact on Key’s collateral position
Review flood determinations for compliance with FEMA and KeyBank guidelines
Confirm correct rates in accordance with promotional guidelines and update as needed
Conduct collateral investigations via available on-line and internal resources
Complete requests for satisfactions or subordinations of KeyBank mortgages as needed
Review mortgage documents for terms and conditions of superior liens
Ensure adherence to Lender conditional approval requirements
Review 4506T for completion
Review of acceptable home owners insurance
Complete adjustments to LIA panel in conjunction with required mortgage payoffs
Identify scenarios under Reg B, Reg Z, Reg O requiring updated disclosures (i.e.: GFE, TIL)
Comply with all AML/BSA, Privacy and Fraud Awareness policies/procedures and identify/report suspicious or fraudulent applications to the fraud hotline
Ability to formulate innovative resolutions or authorize exceptions within RES authority based on total client profile
Complete other miscellaneous job functions as assigned by Management
Availability to work hours between 8AM and 8:30PM and/or weekend shifts on a rotating basis
Apply State or regional specific real estate law as applicable
Communicate final approval message with all terms and conditions to Sales Professional
Review application for HMDA regulatory requirements

Credit Assistant Resume Examples & Samples

Service inbound calls from a variety of sources including, KeyBank branch sales professionals, Private Banking, Telesales, other KeyBank’s LOB’s, customer attorneys, title company representatives
Effective oral and written communications with sales professionals, customers and others regarding application status and requirements
Complete a variety of Service Requests for existing accounts including, block releases, KEO Plan changes, and other miscellaneous service requests
Complete required Compliance checks for non-borrowing signers in accordance with established guidelines of KeyBank’s CIU department
Ability to formulate innovative resolutions or authorize expectations within authority based on total client profile
Review of ACAPS screens to verify accurate information is captured for correct and accurate underwriting and loan documentation
Assist with adding Relationship Pricing as requested by branch professionals
Conduct research for various real estate issues for existing accounts
Identify scenarios requiring updated disclosures (i.e. loan estimate, closing disclosure)
Manage receipt and collection of fees within established guidelines for proper audit and controls
Availability to work hours between 8:00 AM and 8:30 PM and/or weekend shifts on a rotating basis
Dual monitor system
Personal computer
Answering telephones
Using calculators and multi-function machine
Excellent interpersonal and written/verbal communication skills
Ability to manage multiple priorities
Ability to work efficiently and accurately in a fast paced environment
Familiarity with consumer loan products
Skilled in use of MS Windows and related Office products
Must possess excellent time management problem solving skills
Knowledge of state specific real estate laws is a plus
Ability to accurately interpret consolidated credit reports
Must have an aptitude for math and a passion for problem solving
Experience reviewing Title Commitments/Insurance policies, lien position, and lien filing documentation
Knowledge of Microsoft Outlook, ACAPS, Lotus Notes, HOGAN, Keyview Deluxe, KeyDoc, and ALS system
Prior Branch banking, title company, or related customer service experience
BA in Business or related field or job experience equivalent
Minimum 2 years Consumer Lending/Mortgage processing experience preferred

Nordic Credit Assistant Resume Examples & Samples

Follow-up and retrieve customer payments for invoices
Manage the dunning process
Active involvement in the opening, validation and maintenance of customer accounts
Preparation and sending of payment specifications / account statements
Answering customer calls and pre-dunning calls to customers
Participate in development projects in the area of credit management
Work experience in the area of credit management
Knowledge and understanding of credit related legislation
Team player with a positive approach to customers and work
Ability to plan and prioritize own work efficiently taking into account deadlines
Open to learn and grow within the area of credit management
Good communication and organizational skills, comfortable working with numbers
Fluency in Swedish and English, other Nordic languages seen as a benefit

Credit Assistant Resume Examples & Samples

Review of various appraisal products to determine sufficiency of equity and availability of same
Update ACAPS processing system in preparation of accurate closing documents to branches
Identify scenarios under Reg B, Reg Z, Reg O requiring updated disclosures (i.e.: Loan Estimate and Closing disclosures)
Comply with all Anti Money Laundering/Bank Secrecy Act, Privacy and Fraud Awareness policies/procedures and identify/report suspicious or fraudulent applications to the fraud hotline
Ability to formulate innovative resolutions or authorize exceptions within Real Estate Specialist authority based on total client profile

Credit Assistant Resume Examples & Samples

Analyze financial health of customers in region by doing an annual review based on existing accounts’ expiry dates of credit lines to prevent orders from blocking. Review customer accounts by analyzing all credit information which can include credit applications, financial statements, credit agency reports, industry references, and customer guarantee’s to determine credit worthiness and establish lines of credit up to $100,000. In addition, review account history and recommend credit lines beyond established authority level to Financial Analyst, Credit Manager or Director of Credit
Ensure financial statements of accounts with credit lines over $25,000 are requested. Use discretion to determine if further analysis by the Financial Analyst is necessary, however if over established authority level accounts must be forwarded for in depth review
Determine and initiate AR write offs on customer accounts
Maintain online credit file (credit case) with current relevant credit information on customer accounts for easy retrieval by other Credit department members
Document all customer contacts with online contact notes to be used solely by Credit Department personnel
Respond to all customer requests for invoice copies, statements and to set up credit card payments
Demonstrate excellent communication skills when dealing with customers in sometimes high tense situations, being able to explain decisions made
Perform daily review of the billing log for both US and Canada. Work with internal personnel as needed to correct errors and insure documents are processed accurately
Negotiate collection of finance charges that have accrued on customer accounts using discretion as set in authorized limits
Determine when it is time to escalate collection efforts through our in house or external collection process

Credit Assistant Resume Examples & Samples

Reviews new credit applications to insure the integrity of customer information regarding name, and address. Contacts customer for additional information as necessary to ensure sufficient data is available for establishing the requested credit line
Checks the Company database to ensure new applicant is not established within the system
Gathers credit data through various credit-reporting agencies, contacting credit references or bank as supplied by the customer within the bounds established by the credit policy for the credit line requested
Assists with analysis of customer Financial records as needed to support larger credit lines
Assembles data and establishes credit files for submission to the Credit / Collection Supervisor for review on credit line request and annual reviews on lines > = $7,500
Reviews and sets terms and credit lines within assigned limits established by the Corporate Credit Manager
Notifies customer of acceptance or rejection by mail, fax, or phone
Supplies credit experience as requested to other suppliers by mail, fax or phone
Assists the customer in regards to credit related issues as needed and within assigned authority
Makes changes to customer master files per request by customer on their letterhead within assigned guidelines. Supply additional information to collection agencies as requested Maintains filing of agency reporting
Request all mass mailing collection letters for submission to 3 rd party printer for printing and mailing. Assists in reviewing all mass mailing collection letters for mailing. Distributes letters printed in house requested by collectors through collection letter system, reprinted invoices and misc. paper work
Releases held orders holding in various credit / collection held status as directed by the Credit / Collection Supervisor and in accordance with corporate credit Policies and Procedures
Performs other duties as assigned by the Credit / Collection Supervisor or Corporate Credit Manger
Maintains regular and predictable attendance
Abides by all policies and procedures of Oriental Trading Company, Inc
Maintains operational relationship with sales, and other departments concerned with credit related issues
Ability to handle and safeguard highly confidential data pertaining to credit activity
Initiates, develops and maintains relationships with the company’s customer community

Credit Assistant Resume Examples & Samples

Service inbound calls from a variety of sources including, KeyBank branch sales professionals, Private Banking, Telesales, other KeyBank’s Lines of Business, customer attorneys, title company representatives
Review of ACAPS screen to verify accurate information is captured for correct and accurate underwriting and loan documentation
Update ACAPS/KeyDoc systems for accurate preparation of loan documents for loans that require Manual Intervention
Identify scenarios under Flood, HMDA, Reg B, Reg Z, Reg O requiring updated disclosures
Identify scenarios under the bank’s AML, BSA, Privacy policies and refer potential issues to the bank’s Fraud Hotline, as appropriate
Identify scenarios requiring effective and timely processing of Rescission and/ or potential intervening liens
Prior Branch banking, or related customer service experience
Experience answering inbound client/vendor calls in a financial services setting
Familiarity with basic lending terms, calculations and the knowledge of how loans are worked at a bank

Credit Assistant Resume Examples & Samples

Review non-real estate system approved and non-system approved loans for completeness and accuracy. Obtain any needed information such as vehicle identification number (VIN#) and dealer/seller name. Notify Key Center or Telesales of approval
Review credit bureau and make adjustments as required to clear duplicate reporting of debts, additional mortgages on real estate requests, route certain fraud warnings to Customer Identification Unit (CIU) to clear, add accounts for calculation of debt to income and verify recent credit inquires
Understand and identify Reg B, Reg Z, and Reg O applications and process according to Consumer Loan Center underwriting standards. Understand current Anti Money Laundering/Bank Secrecy Act policies and identify and report suspicious or fraudulent applications to the Fraud hotline
Follow-up with Key Centers on missing information
Complete other miscellaneous job functions as assigned by management

Credit Assistant Manager Resume Examples & Samples

Accountable for managing and monitoring all finance processes in the credit process and customer related balance sheet accounts and income statement activity, providing accurate and timely management information and reconciliations as required
Lead the credit activities to ensure the timely collection of debt and follow up on debtor performance issues while working with the sales teams in resolving disputes and developing collection strategies
Monitor and track current credit exposure relative to customer credit limit and overdue positions, including implementing a credit hold system to manage such risks
Organise monthly credit meetings with the business to ensure appropriate action is taken on overdue accounts
Assist in the co-ordination and implementation of strategy to reduce bad debt exposure
Live up to BP's Leadership Expectations; set the tone for the behaviors and actions of the team; manage talent and build processes from the point of building long term capability for the organization; Instill a sense of purpose; set clear direction and boundaries; provide the space for colleagues and partners to be at their best; maximize value for BP
Carry out people management responsibilities in accordance with the organization’s policies and applicable laws, including
Minimum of 4 - 5 years experience in leading, developing and coaching teams
Oil and gas industry experience
Written and/or spoken proficiency in languages other than English

Credit Assistant Manager Resume Examples & Samples

Maintain accurate records of customer account activity, to include current and past due accounts
Review past due accounts and communicate in-person and via phone with the customers to promote timely payments
Collect customer payments on a timely basis and meet daily/weekly collection standards
Complete customer service calls in a timely manner as assigned
Follow all policies and procedures and adhere to all standards
Assist Store Manager with training and managing all coworkers
Assign coworkers to specific duties and assist with work schedule assignments
Assist in managing daily operations when necessary
Assist Store Manager in making weekly schedules
Responsible for BOR and Revenue growth/maintenance
Greet and assist customers on the sales floor
Obtain new rental orders on the sales floor and over the phone
Complete rental agreements as required
Prospect for new business by telemarketing and distributing print materials
Assist as needed in loading/unloading truck, delivering merchandise, installing and setting up merchandise, and instructing customers on proper use
Assist as needed in picking up merchandise from customer homes
Must be at least 19 years of age
High school diploma or GED; retail experience preferred; sales and collections experience a plus
Friendly with exceptional communication skills
Valid state driver’s license and good driving record
Must be able to lift and move (push/pull) heavy items and merchandise as needed
Typically works 38-40 hours a week depending on business needs

Credit Assistant Resume Examples & Samples

Associate’s degree in Business or related field (additional experience may offset education requirements
2 plus years of accounting, bookkeeping, or finance experience
Proficient with MS Word and Excel
Ability to be flexible and prioritize tasks in a fast changing environment
Must have strong organizational skills
5 years of industry experience in Agricultural lending and/or Agricultural Business
Knowledge of financial requirements of livestock operations
Knowledge of livestock and production agriculture

Credit Assistant Resume Examples & Samples

Previous business to business collections is preferred
Previous Account Receivable experience is beneficial
SAP experience a plus

Senior Credit Assistant Resume Examples & Samples

College degree with some business experience
Exposure to the disciplines of credit analysis and financial reporting would be desirable
Conscientious with excellent attention to detail
Ability to work well with internal and external clients
Good computer skills: (Excel, MS Word and Power Point and the ability to learn new systems/programs)
Must be able to multi-task and work in a deadline-driven environment

Credit Assistant Resume Examples & Samples

Pulling and understanding Dunn & Bradstreet business reports and reporting
Familiar with financial statements
Checking all financial references
Familiar with Experian credit services
Putting together the initial credit profile for review by the credit manager
Issue credit limit warning to include tracking payment trends
Issue credit hold notification
Process bankruptcy notifications, updating the customer database
Use the internet to tract recent events of the larger customers and also during the initial credit check
Ensure strict customer confidence, financial records, business information etc
Process collection letters
Will be responsible for taking incoming calls and dispatching to the appropriate credit representative
Process and respond to incoming correspondences
Credit card disputes
Credit Card Refunds
Refund Check requests

Credit Assistant Resume Examples & Samples

Support District/Regional credit management in the processing of new Credit Applications and Large Job Accounts
Manage an assigned AR portfolio through direct involvement with customers and internal resources
Monitor and update credit information to existing customer base
Support District/Regional credit management in the handling of large or risky credit situations
Enhance customer relations by ensuring customer disputes are researched and resolved quickly and courteously
Assist District/Regional credit management to minimize bad debt while helping the Company to maximize profitable sales
Performs other duties as required

Credit Assistant Resume Examples & Samples

Follow up on past due accounts
Issue credits for returns, pricing, and shortages
Release orders for customers on credit check
Work with Service Centers, multiple Divisions, and company's sales force to address shipping and billing discrepancies
Application of cash to customer's accounts
Process cash transfers from other divisions
Maintenance of customer name and address file
Follow up with Corporate Credit if needed on new accounts
Contact customer as needed to carry out functions above
Collects delinquent receivables for assigned accounts as to improve the Company's cash position while maintaining a positive customer relationship
Reconciles accounts taking unearned fast pay discounts, pricing deductions, quantity disputes and various other deductions
Ensures the appropriate Sales Department co-workers are kept current on issues that may be delaying order approval
Use web-based collections with any back up documentation needed to execute payment processing
Participate in continuous improvement activities for the collections function
Evaluates orders and approvals or denies credit limits up to the policy guidelines
Releases order investigations that have been approved
Work closely with peers for recommendation and guidance to achieve resolution in a team player atmosphere
Demonstrate positive behaviors consistent with the company's vision, mission and values in all interactions with customers, co-workers, and suppliers
Complies with all company policies, procedures and safety standards
High School Diploma/GED or Equivalent
Associates or Bachelor's degree is a plus
Good analytical and organizational skills
Good work ethic and attendance record
PC skills to include Word and Excel
Previous credit or accounting experience is a plus
Self-motivated as well as initiative
Mathematical aptitude
An updated resume and reference information is required!

Credit Assistant Resume Examples & Samples

Verify and enter loan information
Handle internal and external phone calls related to auto loans
Process daily work; maintain compliance with rules and regulations, with attention to bank policy, procedures and regulatory deadlines
Ensure that assigned workload is completed within all deadlines and SLAs
Work well within a team and help to create a positive team environment
Must adhere to pertinent laws, regulations, bank’s Compliance Policy and external compliance requirements
Other duties and assignments as required by management
Previous auto lending experience – entering loan information into company systems
Must be experienced working in a high volume lending data entry environment requiring teamwork and accuracy
Sound Computer Proficiency

Credit Assistant Resume Examples & Samples

Two or more years of clerical experience
Strong knowledge of general office procedures
Some knowledge of policies and procedures for assigned area

Credit Assistant Resume Examples & Samples

High school or GED required
Associates Degree preferred
In lieu of an Associates’ Degree, a minimum of five years’ experience in a construction related commercial credit environment is required
Knowledge and working experience in credit scoring, preferably Dun & Bradstreet software
Must be proficient in Excel and Word
Position requires the ability to multi-task and prioritize daily work tasks
Must have the ability to work independently and within a team environment
Knowledge of basic level accounting principles and practices
Knowledge of administrative and clerical procedures, software packages and systems
Knowledge of principles and processes for providing customer service both internally and externally
Work requires excellent oral and written communication skills
Work requires a sense of urgency to achieve expectations
Must display the initiative to resolve moderately complex credit problems

Credit Assistant Resume Examples & Samples

Timely processing of new customer credit applications to forward to Credit Analyst or Regional Credit Manager
Timely processing of annual credit reviews to forward to Credit Analyst or Regional Credit Manager
Reconciliation of large incoming payments
Accurately updating existing customer’s credit information in the database
Maintaining credit files, including scanning, filing, making copies, etc to insure they are in compliance with company policies
Process credit card transactions and reconciliation of reports
Process requests for credit references
Conduct Collection Calls

Credit Assistant Resume Examples & Samples

Collection of outstanding customer invoices
Evaluation of whether current overdue customer accounts should be placed on hold
Evaluation and approval of orders on hold for credit or collections reasons
Reconciliation of customer account balances
Analysis of current customers for necessary credit limit changes
Investigation and approval of new customer credit applications
Partnering with a collection agency on significantly past due accounts

Credit Assistant Resume Examples & Samples

Set up Accounts
Maintain a log of all new accounts established for tracking purposes
Establish, monitor and maintain customer credit files and upload to company system
Order D&B and other trade reports as needed
Assist customers with invoice copies, proof of deliveries, short paid invoices and credit card payments as needed
Cash in Advance order releases for related brand
Monthly reporting
Deposit and log daily funds received
Able to multi-task and be flexible to changing demands
Work in multiple systems
Detailed oriented

Credit Assistant Intern Resume Examples & Samples

Ability to operate basic office equipment
Be an accounting, finance, or economics major between their junior and senior years OR an MBA candidate whose undergrad degree is in accounting, finance, or economics
Will have completed both financial and managerial accounting
Will have an overall GPA of 3.25 or higher with A's and B's (must provide transcript)
Will provide a letter of recommendation from a faculty member

Credit Assistant Resume Examples & Samples

Review Homeowners Insurance documents using your attention to detail to ensure accuracy
Be responsible for updating and maintaining the Loan processing system
Assist in the processing of credit requests
Assist with loan funding tasks
Have high levels of compliance, professionalism, and motivation
Proven knowledge of lending processes and understanding of coverage/deductibles required
Be able to work well under pressure and to the time constraints of aspects of this role
Positive individual, with the ability to communicate effectively at all levels

A/R Credit Assistant Resume Examples & Samples

Makes collection calls to past-due accounts to collect monies due. Determines and suggests when and what type of past-due letter should be mailed to the customer based on set policies
Responds to customer and employee questions concerning invoices. Maintains and follow-up on customer specific billing requirements and programs
Processes all incoming company mail on a daily basis in an accurate and timely manner
Handles and approves the release of orders tied to Voice of the Customer (VOC) issues
Processes the manual credit card transactions. Assists in posting cash receipts on large volume days
Enters Returned Merchandise Authorizations (RMA) into the system for bad debt write-offs and compiles data needed for collection agency
Reviews and updates customers’ credit status and limits on a weekly basis. Responds to credit inquiries from outside parties regarding customers’ credit situation

Credit Assistant Resume Examples & Samples

Reviews all work orders that are submitted to the credit department and enters detailed information onto the Credit Department Pipeline
Assigns credit work to analysts as it is submitted to the Credit Department in a timely manner. Keeps manager aware of loans that have not been assigned in a timely manner
Pulls credit reports, business reports and industry reports as requested by Loan Officers
Serves as back up for High Dollar Overdrafts
Serves as back-up for credit inquires/verification of deposits (VODs)
Assist lenders/lending assistants with questions regarding CLS
Reviews the imaging work order request form and ensures it is complete and accurate
Contacts the lender/lending assistant to let them know the imaging request form has been received and discusses with them any changes that need to be made
Separates and saves the imaging work order request forms into two separate folders: New Relationship and Existing Relationship
Tracks and files financial statements through Baker Hill
Assist with project assignments as needed by Credit Administration
Must be able to use DocuTreev and IBS Insight
Must have excellent verbal and written communication skills
Must have organizational skills and the ability to multi-task
An understanding of the loan approval process preferred
Adobe Report Writer experience preferred
2-3 years of banking experience preferred

Credit Assistant Resume Examples & Samples

3 or more years of experience in B2B collections REQUIRED
Committed to thoroughly completing tasks
Independent/Self-motivated
Collaborative – must be able to work with a variety of people in a team-based environment
Versed in lien/bond laws and notice requirements
Ethically and professionally minded - committed to prioritizing data integrity, confidentiality, and security
Strong verbal/written communication skills and customer service
Proficient in Microsoft Office
Experience with GetPaid, Oracle and Excel a plus

Credit Assistant Resume Examples & Samples

Communicates with customers to obtain financial data and general information
Under supervision, performs preliminary credit reviews as assigned
Prepares and distributes daily reports
Reviews approved customer credit thresholds and recommends credit lines within those thresholds
Cultivates understanding of credit operations and the Business Units the Credit Team supports
Assists with Lines of Credit preparation and PGs as appropriate
Performs administrative tasks for the Credit team, with responsibility for maintaining organization
Works on special projects, such as customer status reviews and account deactivations
Adheres to the Company’s credit policy
Regular attendance at the job site is required
Background/interest in business, accounting, and/or the oil and gas industry
Exceptional customer service, interpersonal and communication skills with ability to maintain professionalism at all times
Proficiency in Microsoft Office Suite is required
Demonstrated ability to recognize, establish, and organize priorities
Ability to maintain stability under pressure and be flexible and willing to modify plans and behavior when necessary
Ability to work a flexible schedule, including evenings, weekends and/or holidays
Ability to be a positive representative of the Company both internally and externally
Ability to work with respect and cooperation at all times with fellow employees and customers
Must be committed to working safely at all times
Bachelors degree or equivalent experience is required
Minimum of Choose an item. years of experience in field/industry, is required
The employee must occasionally position, transport and/or move up to 25 pounds
While performing the duties of this Job, the employee is regularly required to

Credit Assistant Intern Resume Examples & Samples

Learn the basics of the credit procedures by assisting with administrative and process support to team members
Work directly with NGL customers to obtain credit-related information and documents
Cultivate an understanding of credit operations and the business units that the Credit Team supports
Assist with Lines of Credit preparation as appropriate
Perform administrative tasks for the Credit team
Adhere to the Company’s credit policy
Work on special projects as needed
Complete other tasks as assigned

Credit Assistant Resume Examples & Samples

Enter financial statement information into financial analysis software (Moody’s Risk Analyst)
Prepare financial spreads for transaction review and underwriting by Senior Underwriters
Identify anomalies and trends; communicate findings to Underwriters
Assist with initial level of credit review as needed
Work closely with Managing Underwriter on all assignments
High School Diploma or GED required; Bachelor’s degree in Finance, Accounting or related field highly preferred
Knowledge of financial statement analysis in a commercial lending environment preferred
Proficiency in Microsoft Word and Excel required
Experience with Moody’s Risk Analyst System a plus
Motivated self-starter with a willingness to learn
Excellent communication skills, both verbal and written
Able to multi-task and work well in a high volume environment

Specialist IV Senior Credit Assistant Resume Examples & Samples

Perform daily operations of the Small Business operations unit including application review, preparation and post approval compliance
Assist in coordination application submissions, reviewing for completion and gathering preliminary data to meet the required parameters for initial underwriter review
Assist underwriters with gathering other required information (such as: financial information and documentation, credit scores, state filings, UCC Search’s) in accordance with policy and procedure
Assures data is received , review for accuracy and compliance and process within acceptable service levels
Maintains superior level of communication with underwriting , branch and loan administration channels including departmental customer service phone line
Must adhere to pertinent laws, regulations, compliance policy and external compliance requirements and report possible breach’s
Assist in maintaining data integrity, quality control and meeting all bank policy and procedures
May assist with loan servicing and maintenance
May assist with basic administrative duties and department reporting
High school diploma and specialized training or technical training or equivalent
One year experience with commercial loan operations
Sound understanding of commercial banking products and small business lending practices Business Acumen- understanding bank systems, policies and procedures
Excellent customer service skills, interpersonal skills , communication skills and decision/solutions effectiveness
Multi-Tasking, organizational skills
Strong systems and PC Skills including Microsoft programs

Senior Credit Assistant Resume Examples & Samples

Monitor, release and hold sales orders as appropriate
Process credit applications, including follow-up with credit references
D & B or Equifax reporting and analysis, must have an understanding of financial statements
Collect past due invoices in a timely manner while resolving customer disputes and developing strong relationships
Perform account reconciliations, post and deposit payments
Respond to customer account inquiries
Various month-end duties, including detailed account analysis and adjustments
Develop strong relationships with both internal and external customers (i.e. within the Finance department, other departments and customers)
3 to 5 years of Credit and Accounts Receivable experience in a corporate environment
Canadian Credit Institute (CCP), Bachelor’s Degree or Diploma in Finance, or the equivalent
Proficient Microsoft Office skills (Excel, Word and Outlook)
Strong communication skills, both verbal and written
Highly accurate, great attention to detail and an aptitude for problem solving
Ability to work both independently and as a cooperative team member
Ability to organize and balance multiple projects in a fast-paced environment
Experience with SAP system
Team leadership experience
Experience with Salesforce
Experience working with International customers and currencies