What are the responsibilities and job description for the Credit Analyst position at INFOMATICS?
Job Details
Responsibilities:
Description
To assist the Dealer Credit department with various tasks as needed which include communicating with the dealers to obtain various information, entering the financial statements in Moody s Creditlens,
creating and updating various reports, assisting with mapping work processes and creating work instructions for various credit processes, and compiling and distributing various reports.
The tasks include :
Follow-up with dealers for payment of AOPs, Wholesale and CapLoan charges, pledgeline payments
Follow-up with dealers for missing financial statements
Follow-up with dealers for contingencies of credit approvals
Update exposure reports on a monthly basis
Assist with mapping work processes and creating work instructions for various credit processes.
Assist with submission of legal document changes
Create standard documentation (Frames)
Audit of legal documents for missing documents
Entering financial statements (Balance Sheet and Income Statements) in financial spreading system (CreditLens)
Compile and distribute reports and invoices to dealers and management on a regular basis
Update Dealer Credit systems with updated information such as review dates, contacts, and credit line information
Compile legal document binders and save electronic copies to imaging system
Help create Powerpoint presentations for huddles and credit files
Assist with monthly monitoring of dealer performance and compliance with contractual requirements
Education
- Highschool degree required
- Bachelor s degree with major in Business, Finance, or Accounting preferred
Skill Requirements
- The ability to effectively multi-task
- The ability to effectively communicate with various audiences.
- The ability to work with Excel, PowerPoint, Word.
- The ability to understand the financial statements after training
