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Wholesale Credit Associate - Commercial Credit Analyst - Portfolio Management

Req #: 170086812
Location: Dallas, TX, US
Job Category: Credit
Potential Referral Amount: 0 US Dollar (USD)

As a Wholesale Credit Associate for Chase Merchant Services, you will support expert level underwriting and portfolio management functions associated with our strategic client base

 

Key Responsibilities:

·         Analyze financial statements and account histories

·         Prepare credit memoranda with a focus on writing narratives on the underlying client’s solvency and inherent risks

·         Stay informed about factors affecting a variety of industries and connect these with possible impacts to our clients

·         Recognize possible risks that a client’s business may pose to the organization, including financial and reputational, and be able to recommend actions to mitigate such risks

·         Discuss a client’s financial position and business with that client in a professional manner

 

 

 

Qualifications:

·         Minimum of 12 hours of college level courses in accounting or finance, or relevant work experience including financial statement spreading

·         Minimum one year of experience as a commercial credit analyst within a commercial credit or banking environment

 

Preferred Skills:

·         Bachelor's degree in Finance, Accounting or related field

·         Advanced level analytical and business writing ability

·         Excellent communications skills, both written and verbal

·         Experience with Anti-Money Laundering, OFAC and other regulatory compliance  

 

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