Credit Services Resume Samples

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K Glover

Kelvin

Glover

11765 Kuphal Track

Philadelphia

+1 (555) 393 7056

11765 Kuphal Track

Philadelphia

Phone

p +1 (555) 393 7056

Experience Experience

Philadelphia, PA

Rep Credit & Acct Services

Philadelphia, PA

Rolfson and Sons

Philadelphia, PA

Rep Credit & Acct Services

Performs various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers
Issues workflows from customer service or agency issues
Arranges for debt repayment or establishes repayment schedule based on customers' financial situation
Arranges for debt repayment or establishes repayment schedule based on
Receives payments and posts amounts paid to customer accounts
Issues daily reports on the status of delinquent accounts and tracks collection efforts
Contacts customers with delinquent accounts and attempts to determine reason for overdue payment

Dallas, TX

Credit Services Manager

Dallas, TX

Macejkovic LLC

Dallas, TX

Credit Services Manager

Drive continuous improvement and efficiency of the Credit Services team against established metrics
Drives the adoption of and encourages others to adopt new methods or technologies that add value or improve performance, related to Stores Credit
Provide final daily approval on credit issues
Monitor and assess customer credit risk in support of increasing revenue, balancing customer goodwill while minimizing financial risk to Wayne Farms due to poor customer credit
Manages Stores budget and adhering to financial and SOX policies and procedures
Provide leadership and sound decision making to resolve customer credit issues presented daily by Credit Services team
Determine work flow assignments across Credit Services team

present

Los Angeles, CA

Specialist Global Transaction Services Credit Card Services

Los Angeles, CA

Waelchi, Koepp and Kautzer

present

Los Angeles, CA

Specialist Global Transaction Services Credit Card Services

present

Executes end to end process to support GTS mission and vision
Executes against key performance indicators that drive continuous improvement and staff performance
Ensures adherence to GTS procedures and guidelines supporting internal and external control environments
Other tasks as assigned by GTS Management
Contribute to the implementation and continuous improvement of GTS processes to support Shared Services Organization functions in a highly complex global environment
Participate in the execution of business processes and delivery of services to internal and external customers that support the vision and strategy of the GTS and the company’s strategic business plans
Foster an environment of collaboration in pursuit of common GTS and business goals

Education Education

Bachelor’s Degree in Personal Integrity

Hofstra University

Bachelor’s Degree in Personal Integrity

Skills Skills

Excellent attention to detail, good communication and organizational skills
Excellent verbal and written communication skills. Ability to compose correspondence
Demonstrated team attitude, solid organizational skills, and ability to multitask
Excellent written and verbal communication skills, with the ability to compose correspondence
Working knowledge of SAP Receivables
Ability to understand and apply accounting policies and procedures related to Credit/Accounts Receivable
Excellent organizational skills, with precise attention to detail
Ability to coach others and develop their knowledge and skills
High work capacity, dependable, results oriented and strong sense of urgency
Ability to effectively analyze various types of financial information and reach sound conclusions

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AVP Digital Segments Canadian Credit Cards & Merchant Services Resume Examples & Samples

Partner with key Investing business leaders to bring digital channel thought leadership and help drive business results by supporting LOB growth and service strategies
Ownership of the sales and servicing platforms for MBNA and CUETS; this includes the day to day management as well as the deployment of new capabilities that align to the strategic direction of the two portfolios
Develop and define a differentiated, consistent, continually improving customer experience for the channel, aligned with overall channel strategy, integrated customer strategy and business strategies for the business segment. Ensure that the digital channel customer experience aligns to the TDBFG customer experience and aligns with the vision of NACC&MS and the retail bank (TDCT) when appropriate
In conjunction with business and internal partners, develop and own the Investing digital business plan, develop business metrics and reporting to demonstrate the value delivered by the digital channel
Deliver a continuous stream of positive change to the Canadian NACC&MS digital properties while also aligning with TD’s Risk Appetite
Define and own delivery of digital Key Performance Indicators (KPIs) and be accountable for delivering results against these metrics. This include Financial results (revenue, cost controls, cost savings), Customer Engagement results, and Customer Experience metrics, among others
Represent the voice of the business within the digital channel and translate strategies into measurable goals and initiatives and collaborate with other senior leaders in the channel and elsewhere to provide management information measuring progress against strategic objectives for the business
Build for the future and provide people leadership; oversee people plans and strategies to attract, motivate and retain a highly diverse, qualified and engaged human resource base to fulfill current and future business needs
Demonstrate effective change management leadership, take an active role in facilitating and supporting change and an expert ability to deal with ambiguity
Leverage deep subject matter expertise and be known for providing creative thought leadership while also listening and engaging others to provide input in the shaping of that vision
Ensure risk issues are identified, mitigated and reported per enterprise policy / guidelines and ensure appropriate escalation processes are followed. Ensures that business operations are in compliance with applicable internal and external requirement

Specialist Global Transaction Services Credit Card Services Resume Examples & Samples

Executes end to end process to support GTS mission and vision
Executes against key performance indicators that drive continuous improvement and staff performance
Other tasks as assigned by GTS Management
Participate in the execution of business processes and delivery of services to internal and external customers that support the vision and strategy of the GTS and the company’s strategic business plans
Foster an environment of collaboration in pursuit of common GTS and business goals
Inspires, motivates and shares knowledge with others
Encourage and facilitate cooperation within the organization and with global customer groups; fosters commitment, team spirit, pride and trust
Express technical and business concepts, ideas, opinions and conclusions so that others understand or are persuaded to act
Responsible for providing service and executing end to end processes as well as coordination and continuous improvement of current business processes within the assigned functional area of the GTS organization
Multi-lingual preferred

Credit Services Team Lead Resume Examples & Samples

3 years or more recent management experience with 6 or more direct reports
Prior experience in Commercial Lending (administration, commercial loan system processing)
Strong motivator with a proven track record of coaching and developing employees
Effective in employee engagement activities
Able to manage staffing levels to the volume of production and meet daily processing requirements
Leads employees to exceed client expectations, making it simple for them to do business with our company and delivering with speed and accuracy
Tactical execution coupled with conceptual thinking – results oriented
Ability to identify and mitigate risk
Aggressively monitor exceptions (processing, reconciliation, past dues, client and business partner escalations, etc.) to ensure results are resolved timely and within established tolerance levels
Quick learner with aptitude and ability to adjust to change
Strong analytical skills – ability to focus on details, identify issues, respond quickly to urgent or emergency situations, prioritize quickly and recommend solutions
Highly organized and able to manage multiple priorities
Excellent verbal and written communication skills; able to target messaging to different audiences
Intermediate proficiency in Microsoft Excel, PowerPoint and SharePoint; experience with commercial loan systems

Credit Services Rep Resume Examples & Samples

Loan documentation experience
Experience with Microsoft Excel
Must be an effective communicator

Credit Services Rep Resume Examples & Samples

Solid technical skills with Excel, SharePoint, Access
ACBS/Loan IQ experience
Ability to interpret complex credit agreement for terms and conditions
Must have prior Customer Service experience
Background in Loan Markets & Secondary Loan Trading is preferable

Credit Union Member Services Resume Examples & Samples

Performs routine member transactions, including deposits, withdrawals, loan payments, transfers, loan disbursements and loan closings, check cashing, sales of travelers checks and Visa gift cards and other products and services as they are added
Becomes knowledgeable about all of the CU member services and policies
Provides routine information to members on services and policies
Handles incoming calls, responds to member requests and problems and directs them to the proper person for assistance
Opens new accounts and processes paperwork for checking accounts, term share certificate accounts, direct deposit, payroll deduction, ATM/Debit cards, and check reorders
Some experience working with the public

Head Of Credit Services Resume Examples & Samples

The role reports to the Head of Operations in Canada, with a functional line to the Global Head of Credit Services
Extensive experience in Credit Services and Risk Management, including strong operational control capabilities, a proven track record in delivery, exposure in at least two key markets and a broad understanding of CMB business lines
Planning, organizing and commercial skills, including strong financial management capabilities
Capacity to operate well across cultures and in culturally diverse work environments
Relationship management, program, change and project management skills
Communication, presentation and influencing skills
Experience of creating, leading and motivating large cross culture, virtual and global teams

Credit Services Manager Resume Examples & Samples

Degree in Finance or Business-related field required
7+ years’ experience in credit and collections
5+ years managerial experience in Credit & Collections & a Shared Service environment
Excellent communication skills, strong customer relationships, leadership skills and team building competencies
Proven experience pursuing tasks with energy, drive and follow through, especially in the face of resistance or setbacks
Understanding requirements of managing the performance & resources of a functional team
Ability to analyze needs through soliciting, evaluating & acting upon feedback
Willing to tackle the unknown & seek out collaboration from peers and co-workers
Adaptable with an ability to change direction and priorities if required
Enthusiastic, persistent, and persuasive
Excellent attention to detail, good communication and organizational skills
Knowledge of basic accounting principles are required
Experience with SAP and FSCM, is an advantage
Integrity & Trust
Drive for Results
Functional Technical skills
Interpersonal Relationship
Cross cultural respect
Clear Thinking
Driven to Win
Inspires Other
Executes
Compliance & Integrity
External Focus

Credit Services Rep Resume Examples & Samples

Proficient in data analytics
Strong relationship building skills
Proactively anticipates problems and executes solutions
Comfortable interacting with multiple levels in the organization
Communicates easily and effectively
Manages and tracks detail volume in a rapidly changing environment
Able to balance multiple and competing priorities
Collaborates across teams, including business management
Appropriately handles sensitive and confidential information
Proficient in MS office tools
Ability to work independently and part of a team
Bachelor Degree or equivalent work experience
Knowledge or background in asset based or real estate construction lending
Ability to read and interpret legal documents
Loan Documentation Review Experience

Credit & Lending Services Admin Resume Examples & Samples

Understanding of credit functions, credit operations and associated administrative duties, with practical knowledge of credit admin tasks
Good basic knowledge of regulatory requirements around credit and private banking
Basic understanding of Private Banking Front and Support areas
A disciplined and systematic approach to duties, oriented towards process and procedures
Understanding of the Private Banking IT environment
Client service oriented with regard to internal customers
Experience with MS Office Products including Word and Excel

Credit Services Manager Resume Examples & Samples

Monitor and assess customer credit risk in support of increasing revenue, balancing customer goodwill while minimizing financial risk to Wayne Farms due to poor customer credit
Analyze and review monthly & quarter-end Accounts Receivable (A/R) reports, to determine need for focus on over-60, DSO, open receivables, etc
Monitor, record, analyze and report on activities, trends, and results making recommendations to Senior Management related to A/R and Credit activities
Provide final daily approval on credit issues
Provide direction to Accounts Receivable/Credit teams, as they complete daily transactions
Make hold release decisions
Drive continuous improvement and efficiency of the Credit Services team against established metrics
Provide leadership and sound decision making to resolve customer credit issues presented daily by Credit Services team
Determine work flow assignments across Credit Services team
Identify and arrange training and cross-training needed for team members
Periodically travel with Sales Managers to customer locations for credit assessments
Serve as key contact for Corporate Legal on documentation needed with bankruptcy claims
Contract and hire outside third party collections agencies when required
Attend external quarterly industry credit meetings
Ensure strict confidentiality of financial records
Perform other special projects and duties as assigned
Supervise 1 – 2 Supervisors directly, and 6 – 7 Clerks and Coordinators indirectly
This is a Leader of People position with required competencies: Sizing up People, Delegation, Planning, Customer Focus and Conflict Management
Bachelor’s Degree in Accounting, Finance or related discipline from an accredited institution
5 years’ relevant credit, collection or customer service experience
1 year supervisory experience
10+ years’ relevant credit, collection or customer service experience
Experience within food or poultry manufacturing environment
Demonstrated strong understanding of credit process
Demonstrated leadership experience in guiding teams for continually improved performance, while instilling culture of personal accountability
Demonstrated strong customer focus, both internally and externally
Demonstrated ability to consider internal and external interests, ensuring company and customer needs are balanced
Demonstrated team attitude, solid organizational skills, and ability to multitask
Excellent verbal and written communication skills. Ability to compose correspondence
Skilled use of PC, Microsoft, and other in-house applications such as Adage accounting software
Excellent written and verbal communication skills, with the ability to compose correspondence
Demonstrated ability to handle sensitive and confidential information
High level of interpersonal skills
High work capacity, dependable, results oriented and strong sense of urgency
Excellent organizational skills, with precise attention to detail
Demonstrated sound work ethic, high degree of personal integrity, honesty and moral character
Critical thinking skills in standardized situations as well as non-routine problems
Ability to manage multiple tasks and projects simultaneously and prioritize work accordingly

Credit Services Rep Resume Examples & Samples

Customer service representative responsible for a dedicated portfolio of asset based loan facilities
Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer
Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards
Process loan and collateral transactions
Monitor Libor loans
Reconcile Letter of Credit Information with detail
Reconcile interest and fees with maturity and due dates
Prepare/verify Participation principal, interest and fee settlements
Review loan documentation
Perform assigned functions/tasks within the team
Asset Based Lending experience
Commercial credit fulfillment, servicing, operations or lending experience
Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent

Rep Credit & Acct Services Resume Examples & Samples

Performs various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers
Handles bankruptcy programs
Processes and schedules soft no-pays
Issues workflows from customer service or agency issues

Credit Services Manager Resume Examples & Samples

MA BA degree in Social Science Divisions from a reputable university, preferably graduated from one of the Economics , BA etc related departments
Min 6 years of experience in related field of finance departments
Excellent command of both written and spoken English,
Excellent knowledge of MS Office Family , especially in Excel
SAP usage

Credit Services Rep Resume Examples & Samples

Experience reading and interpreting Legal Documentation such as Loan and Security Agreements
Problem solving and analytical thinking
Work independently
Accountable, takes ownership
Commercial Credit, Fulfillment, Servicing, Operations, or Lending experience
Degree in Finance or Accounting

Credit & A / R Services Resume Examples & Samples

Must understand what a proof of delivery is
Excellent communication skills and phone etiquitte
Strong organization skills and ability to prioritze tasks
Detail orientated and have a strong desire for customer focus
Self-starter with ability to work independently or in a team environment
Working knowledge of Microsoft Word, Excel, and Adobe
SAP knowledge is desirable, but not required
E-mail and internet experience a must
Movement of boxed files may be required

Team Lead-credit Services Resume Examples & Samples

Supports GSM / DM in achievement of Departmental Sales, Gross Margin, Inventory Shrinkage and Payroll Goals
Remains Product “expert” through ongoing product knowledge training; conducts product demos to entire staff
2-4 years in Retail Sales / Supervision experience is a plus

VP Credit Services Manager Resume Examples & Samples

Works with management and owners on Sarbanes-Oxley (SOX) control requirements to ensure adequate controls are in place, updated as needed, levels of review are identified and put in place and helps prepare for audits, etc
Ensure policies, procedures and controls are reviewed and make recommendations for changes to ensure they are aligned with current practices
Works with management to identify opportunities to increase accuracy, optimize resources and improve workflow
Complete analysis of transactional information to identify risks and trends as it relates to customer impact, financial and compliance risk
Manages tracking and resolution of data quality and other issues
Participate on projects as they relate to process improvement, regulatory changes, system enhancements, or changes to business practices
Participate in mergers and other system integrations
Credit - Knowledge of one or more of the following: commercial and consumer credit regulations, policies, and procedures
Loan Documentation – Ability to read and interpret commercial loan documents and a solid understanding of loan/ banking terms
Operational/Regulations Processes - Knowledge organization’s policies, regulations, objectives, and initiatives according to the job’s responsibilities. Ability to establish, conduct and track (audit) operational processes properly, and implement changes
Project Management - Knowledge of project coordination, identification of business needs, work plan, team management and status reports. Identify risks/issues affecting project work progress and recommend solutions
Risk/Compliance - Knowledge of Sarbanes-Oxley (SOX) regulations including auditing processes and procedures and knowledge of all applicable local and federal laws and regulations
20170517

Credit Services Manager Resume Examples & Samples

Bachelor’s degree in finance/accounting or related field of study required
Minimum of 8+ years of financial and/or credit experience
Ability to travel 20% domestically and internationally
Ability to coach others and develop their knowledge and skills
Ability to give clear feedback on performance and areas of developmental need
Ability to understand and apply accounting policies and procedures related to Credit/Accounts Receivable
Ability to effectively communicate and interact with all levels of the business unit management to achieve the best possible results
An effective communicator, forceful when necessary yet tactfully persuasive
Ability to lead and conduct financial and credit related meetings with senior SBU management and external customers
Ability to effectively negotiate with customers in a high stress environment
Strong excel and data analysis skills
Working knowledge of SAP Receivables
Experience working with commercial collection regulations and mechanics lien laws
Retail Credit Experience

Credit Services Rep Resume Examples & Samples

Customer Focus
Analytical, Conceptual Thinking
Information Seeking (goes beyond questions that are routine or required in the job)
Ability to identify and escalate risk
Accountable, Takes Ownership
Highly Accurate
Quick learner with aptitude and ability to adjust to a dynamic technological environment
Excellent communicator both oral and written
Excellent organization
Excellent time management

Enrollment Services Credit Eval Asst Resume Examples & Samples

Analyzes student applicant material including re-calculation of grade point average (GPA) from applicant's transfer institution(s); determines admissibility of applicant to non-restricted majors according to published standards; collaborates with Admissions Officers regarding applicants
Assists in the evaluation process of establishing course equivalencies and the assignment of appropriate MSU credit for transfer and currently enrolled students; creates appropriate SIS screens to reflect admission status, projected credits and previous college history audit; and posts transfer credit equivalencies to SIS creating MSU student academic record
Assesses authenticity and recognition of accreditation status held by domestic and international institutions
Provides technical support to academic units regarding the applicability of transferred courses toward the completion of University graduation requirements
Updates the MSU Credit Transfer System with course equivalency additions/changes/deletions, which appear on the MSU World Wide Web site; maintains permanent files for decisions determined
This position requires, or will require prior to the completion of the probationary period: knowledge of basic personal computer terminology and operations, and the ability to use e-mail and the Internet

FSG Credit Managed Services Offering Manager Resume Examples & Samples

Proposal Financial Costing/Pricing responses
Document formal responses to client/prospect queries about CGI Managed Services
General to detailed knowledge of CGI Hosting and Managed Services
Strong Client facing presentation skills / RFP responses
Ability to quickly dive into complex financial models and MS Excel spreadsheets
Strong Financial Acumen and aptitude
Strong attention to details to build accurate costing models
Would work closely with Business Developers, Capture Leads, Production Platform, and Subject Matter Experts team members to define and refine deal requirements
Would need ability to build network to understand when to reach out to other areas of support such as application support and Services Delivery Managers
Would need to dig into and understand how CGI performs service delivery
MS Excel - 5+ years
Client Presentation Skills - 5+ years
CGI Managed Services - 5+ years
Travel: 25%
Financial Management
Microsoft Excel

Credit Card Services Specialist Resume Examples & Samples

Acts as the primary point of contact for internal MB staff as it relates to MB Credit Card customers with basic to complex customer service requests responding within established service levels
Performs account research and analysis as needed
Completes maintenance on consumer/business credit card accounts in the processor’s system per established procedures
Acts as subject matter expert on operational components for consumer/business credit cards, including new account set up and all maintenance
Performs quality control processes for accurate onboarding
Generates/analyzes program reports on a daily basis to ensure optimal performance
Keeps current on market trends and competitive information
Participates in projects such as client onboarding or conversion, system maintenance or release testing and new functionality roll out
Understands and complies with all Bank policies and procedures, and federal and state laws and regulations pertinent to this position; stays informed and shares updates on changes with management. Required to successfully complete all required Compliance training
Continuously supports the Bank’s Mission Statement and Core Values
This position has no direct supervisory responsibilities but may be asked to lead the work of others including, but not limited to, guiding, coaching, mentoring, and training newer/less experienced team members
Customer Service - Highly professional demeanor with excellent telephone skills and etiquette. Utilizes various interpersonal styles and communication methods to positively assist and influence customers
Finance & Accounting - Basic knowledge of accounting principles, bank accounting and general ledgers, operating procedures within accounting/finance area, applicable laws, regulations and practices, financial markets, financial analysis, and reporting of financial data
Strong Fluency as user of Windows applications and Microsoft Office programs such as MS Project, Word, Excel and PowerPoint
Accurately inputs information into and retrieves from the computer
Thorough knowledge of software applications applicable to position/business unit
Quickly learns and achieves proficiency in new software applications as needed
Acts as subject matter expert and provides training, troubleshooting and other support for software applications managed by business unit (i.e. Core Processor)
Identifies and resolves problems
Demonstrates attention to detail
Demonstrates strong math aptitude
Identifies opportunities to increase accuracy and optimize resources
Produces unambiguous, comprehensive and accurate interpretations
Presents organized and thorough information and data appropriate for intended audience
Utilizes variety of interpersonal styles and communication methods to effectively adapt to new work structures, processes, or cultures
Demonstrates follow-up skills
Prioritizes regular workload, special tasks and concurrent projects, allocating time and resources to ensure that work is completed accurately and efficiently within established time frame
The employee is frequently required to stand; walk; sit
Must be able to lift / carry 10 pounds
Spends most of day on phone
20170627

Credit Services Resume Examples & Samples

Provide superior support to customers, retail stores, dealers and other company departments by providing requested information or workable solutions to customer account, billing, bankruptcy, credit granting and/or litigation matters in a timely and courteous manner
Evaluate, research, and validate requests for customer account adjustments. Make necessary and accurate adjustments to accounts in accordance with company and departmental policies
Post payments to customer accounts following established payment acceptance policy
Process litigation and repossession requests and communicate status to stores
Process bankruptcy dismissals or discharges
Review and transfer or flag accounts as needed according to policy and procedure
Prepare and mail various letters including but not limited to: bad check, collections, FOI, audits and general response letters
Prepare account audits and mail, fax or email to appropriate party
High school diploma / GED
Minimum two years applicable administrative, billing, customer service an/or collections experience
Ability to communicate effectively with management, courts, outside attorneys, customers and personnel by telephone, or through written communication; assimilate information and make decisions; work under pressure in a detailed, organized manner
Strong computer skills to include Microsoft Office
Ability to read, analyze, and interpret general business periodicals, professional journals, procedures or governmental regulations. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume
Strong analytical skills, problem solving and decision making abilities
Effective time management skills and the ability to multi-task

SBA Credit Services Manager Resume Examples & Samples

Maintains existing SBA business client account and is the touchpoint for inquires which include client contact, servicing and answering questions or routing questions to the correct party and performing tasks such as transfer funds, quote payoffs, research payments, for SBA clients
Maintains credit files for assigned business affairs
Facilitates SBA business loan requests from application through information assembly, and credit evaluation/underwriting to loan closing. Must authenticate all loan documentation and follow-up with all necessary trailing documentation and present credit recommendations to final approver
Accountable for collections, maturing loans and gathering of financials and completion of analysis to complete credit memos
Coordinates the completion of spreads for SBA/USDA business relationships submitted to the department
Prepares checklists and appropriate documents for submission to the SBA processing center
Develops relationships with staff for support and servicing needs of the clients within the portfolio
Assists with analysis/design of new business services SBA products
Monitors and tracks SOP changes to safeguard the SBA portfolio requests are in compliance
Identifies difficulties with accounts based on analysis, and recommends solutions to the appropriate approval level
Accountable for managing the SBA matured loan renewal methods, past due accounts and monitoring the weekly past due report
Advances relationships with owners of assigned accounts; may be required to call on clients if the relationship necessitates a visit
Works with clients and internal staff to work SBA loan exceptions on existing business services accounts; follows up as needed to safeguard necessary documents are completed
Reviews credit files for both internal and external audits; provides support on credit file analysis and review of documents
Assists with special asset issues
Outstanding knowledge base with commercial real estate loans, all collateral types, and proper decision making techniques, including minimum acquaintance of SBA/USDA and government supported lending programs
Acquaintance with conventional small business lending programs
Exposure with federal and state lending regulations governing commercial lending
Must have the capacity to analyze tax returns and financial data to make sound credit recommendations
Outstanding communication skills in English, both verbal and written
Capacity to understand all business processes within the credit union
Be detail oriented, with Outstanding time management and organizational skills
Robust PC skills, with intermediate acquaintance of MS Excel and Word
Bachelor’s degree or equivalent experience in Business, Finance, or associated field required
Minimum of 8 years’ financial analysis back ground of both business and personal tax returns that include completion of credit analysis of financial statements for C Corps, S Corps, LLC and other small business structures
5 or more years’ experience in small business banking, with experience in sales and underwriting loans for small and medium sized businesses. This knowledge includes analyzing business financial statements, structuring business loan requests, and generating business loan documentation