- Bachelor’s degree in Accounting/Finance/Business Administration.
- 5 + years of commercial lending or underwriting/financial analysis experience or equivalent experience.
- Strong analytical skills.
- Cross-functional team environment skill set and ability to work independently.
- Excellent verbal, written, and interpersonal skills.
- Strong communication & presentation skills.
- Ability to effectively manage multiple priorities and work as needed to ensure deadlines are met in a fast-paced environment.
- Minimal travel required.
- Experience working within a regulated environment.
- Experience with internal and/or external auditors.
- Experience with development and/or maintenance of tracking tools including process workflow or compliance with internally set guidelines.
Education/Experience:
Bachelors Degree from a Four-Year college or university preferred
Language Ability:
Ability to read and interpret documents such as operating instructions and policy and procedure manuals. Ability to draft customer facing emails and correspondence on a regular basis. Ability to communicate effectively via phone with a variety of, sales, underwriter, manufacturer/dealer contacts.
Math Ability:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to interpret graphs.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written or oral format. Ability to deal with problems involving several concrete variables in standardized format.
Computer Skills:
Microsoft Office required, specifically, Salesforce, DocuSign, Outlook, Word, Excel, and Access
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
