The Role
Evaluate financial condition of individuals and businesses applying for credit. Analyze loan data, prepare reports and spreadsheets, manage and update loan files, perform credit inquiries, advise loan officers, and maintain accurate customer financial records.
Summary Generated by Built In
Description
Summary: Evaluates the financial condition of individuals and businesses applying for credit with the bank.
Reports to: Chief Credit Officer
Essential Duties and Responsibilities:
- Analyzes loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions and financial institution files.
- Prepares spreadsheets, reports, summaries and opinions for bank officers on new, renewal and existing loans.
- Oversees and manages financial information files to assure current reports, statements, accounts receivable and other information on customer accounts.
- Performs credit inquiries for First Bank as requested.
- Establishes, reviews and updates new and existing loan files for the bank on a regular basis.
- Provides technical advice and assistance to loan officers as needed.
- Maintains regular and reliable attendance.
Requirements
Qualifications/Requirements:
- Bachelor's degree in finance or accounting preferred.
- Good financial analytical abilities.
- Six months or more experience with credit systems.
Skills Required
- Bachelor's degree in finance or accounting
- Good financial analytical abilities
- Six months or more experience with credit systems
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The Company
What We Do
First Bank is a locally owned and operated community bank serving residents and businesses in Hendry, Lee, Glades, Collier, and Palm Beach Counties since 1922, providing banking products and services to simplify finances and forge lasting relationships.
