Salesforce Credit Application Analyst

Job Title

Job Description Required Education • Bachelor's degree in a relevant field • Master's degree accepted if candidate is willing to complete the job functions • Internships accepted as job experience Required Skills • Ensures correct documentation is received with appropriate identification (if applicable) • Confirms legal name is accurate and registered with the Secretary of State • Enters credit applications into Salesforce • Images documents Preferred Skills • Outlook experience (required) • Excel and Salesforce (preferred) Soft Skills (Required): • Teamwork • Strong attention to detail • Effective written and verbal communication • Self-motivated and able to work with minimal supervision Job Responsibilities • Act as the documentation subject matter expert, providing support to various areas and projects across the group • Build new or amend existing letters/forms and remove superseded templates according to owner requirements • Ensure sign-off is obtained from Risk & Compliance, Tone of Voice, and Legal before proceeding with changes • Manage and develop customer relationships throughout the entire process and/or project • Ensure correct documentation is received with appropriate identification (if applicable) • Confirm legal name is accurate and registered with the Secretary of State • Enter credit applications into Salesforce • Download credit documents for Credit Analysts • Image documents as part of the workflow • Interact daily with internal team members and external business partners • Work in a fast-paced office environment (on-site, Monday–Friday, 7am–4pm or 8am–5pm) • Collaborate with a U.S.-based team of ~20 members, reporting directly to the Work Director

**Only those lawfully authorized to work in the designated country associated with the position will be considered.**

**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**