Analyze financial data, including bank statements, balance sheets, statements of cash flows, business and personal credit reports. Collaborate with cross-functional teams to address appropriate credit issues.
Numbers & Facts
Location
Lake Oswego, Oregon
Description
Job Duties/Responsibilities:
Analyze financial data, including bank statements, balance sheets, statements of cash flows, business and personal credit reports.
Formulate recommendations with appropriate credit structures to provide effective risk mitigation. Effectively communicate findings and recommendations through strong written and verbal communication skills.
Collaborate with cross-functional teams to address appropriate credit issues. Build relationships with customers and various departments within the organization.
Ensure timely review of assigned transactions and credit facilities for new requests.
Special credit related projects as needed.
Characteristics:
Strong analytical and problem-solving skills.
Strong attention to detail.
Strong written and verbal communication skills.
Organizational skills and ability to multitask.
Works well within a team oriented, fast paced culture.
Sense of discretion and willingness to maintain strict confidentiality of pertinent and sensitive information.
Experience Requirements:
Bachelor’s degree (business, finance or other related field preferred).
2 years of experience in credit/underwriting (preferably in equipment finance).
Proficient in Microsoft office series (excel, word, outlook).