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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in financial analysis and credit underwriting. Proficient in developing credit solutions and conducting market research to support client engagement and portfolio management.
Highest-signal resume keywords
Financial AnalysisCredit UnderwritingMicrosoft Excel ProficiencyMarket ResearchClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingCredit StructuringFinancial Statement AnalysisData AnalysisProject Development
Soft Skills
Strong Communication SkillsLeadership SkillsTeam-OrientedOrganizational SkillsAdaptability
Tools & Technologies
Microsoft PowerPointCRM System
Industry Keywords
Financial ServicesCredit SolutionsPortfolio ManagementClient SupportEconomic Information
About the role
Key responsibilities & impact- Provide analytical support to Dealer Services Portfolio Managers
- Analyze financial statements and projections
- Utilize financial models and applications
- Develop and participate in credit presentations
- Participate in credit underwriting and structuring
- Participate in client support as appropriate
- Develop working knowledge of the company’s product suite
- Monitor performance and trends
- Define client credit solutions proactively
- Identify issues and develop remediation
- Underwrite and approve credit as designated by the Portfolio Manager
- Conduct industry, market, and company research to source prospect names and develop prospect lists
- Develop project materials containing industry, market, company-specific, and general economic information
- Generate customized sales or project content for internal and external purposes
- Track calling and marketing efforts to clients and prospects
- Reinforce proper use of the CRM system with the coverage team
- Build understanding of the market, credit, products, and relationship management
Requirements
What you’ll need- Bachelor’s degree, or an equivalent combination of education and work experience
- Two years of related financial services work experience
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Competitive drive and high work ethic, self-starter, team-oriented
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Some understanding of business
- Advanced proficiency in Microsoft Excel and PowerPoint
- English language fluency required
- Minimum GPA: 3.0 (preferred)
- Demonstrated work experience in finance or related field (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)
