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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, risk assessment, and credit structure recommendations. Proficient in developing project materials and customized content while effectively utilizing CRM systems and Microsoft Excel.
Highest-signal resume keywords
Financial AnalysisRisk AssessmentCredit Structure RecommendationsMicrosoft Excel ProficiencyLeadership Skills
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 AnalysisRisk AssessmentCredit AdministrationUnderwritingMarket ResearchProspect List DevelopmentProject Material DevelopmentCRM System UtilizationData AnalysisCredit Policy Adherence
Soft Skills
Analytical SkillsAttention to DetailWritten CommunicationVerbal CommunicationInterpersonal Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointCRM Systems
Industry Keywords
Financial ServicesMarket TrendsCredit ProductsRelationship ManagementBusiness Understanding
About the role
Key responsibilities & impact- Conduct industry, market, and company research to source prospect names and develop and refine 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 and assist as needed
- Build foundational understanding of the market, credit, products, and relationship management skills
- Develop an increasingly complex understanding of the industry
- Facilitate financial analysis, risk assessment, and credit structure recommendations for clients and prospects
- Perform prudent underwriting and credit and risk administration in adherence to credit policy and requirements
- Conduct research and evaluations to assess client, competitor, property segment, market, and industry risks and trends
- Take ownership of projects with the assigned senior Credit Delivery leader
- Mentor more junior teammates
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
- Solid understanding of business
- Advanced proficiency in Microsoft Excel and PowerPoint
- English language fluency required
- Minimum GPA: 3.0
- Demonstrated work experience in finance or related field
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