Credit assistant

1.00 to 6.00 Years Delhi 19 Jan, 2024

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	BFSI
Functional Area	Investment Banking / M&AFinance / Accounts / Tax
EmploymentType	Full-time

Job Description

Input and review credit application into Vision Database Accumulates pertinent information regarding customers credit history by completing dealerstarter worksheet, include 3rd party Agency Ratings, Customer Fact Sheet and Credit Application. Request net investments and ratings from Portfolio Management for current CrossroadsCustomer Communicates to credit and sales manager if sales has submitted a complete submissionpackage Completes phone interviews with customers Complete haul references for Independent owner operators Completes all Dealer and broker vetting process Perform pre-closing tasks, including verifying legal name of entity, reviewing organizationaldocuments to determine authorized signers. Follow up on file exceptions and perform monitoring of files for outstanding items from CreditApproval Maintains file rooms updated with last quarter transactions Ensures that all files have been scanned and updated in vision Answer credit line and takes customer inquiries Special projects/tasks as may be deemed necessary as needs arise

Keyskills :
creditcredit controlpurchase ledger

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Credit assistant

Job Description

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