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  • Analyst - Wholesale Credit Delivery - Dealer Services

    Truist Bank 4.5company rating

    Credit analyst job in Orlando, FL

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Reporting to the team lead, primarily provides analytical support assigned to Dealer Services Portfolio Managers including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Conducts industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners. 2. Develops project materials including industry, market and company specific and general economic information. 3. Generates customized specific sales or project content for internal and external purposes. 4. Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. 5. Builds upon foundational understanding of the market, credit, and products as well as relationship management skills. 6. Develops an increasingly complex understanding of the industry. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree, or an equivalent combination of education and work experience. 2. Two years of related financial services work experience 3. Strong analytical skills and attention to detail 4. Strong written and verbal communication skills 5. Competitive drive and high work ethic, self-starter, team-oriented 6. Solid leadership and interpersonal skills 7. High level of adaptability and flexibility with strong organizational and time management skills 8. Solid understanding of business 9. Advanced proficiency in Microsoft Excel and PowerPoint Preferred Qualifications: 1. Minimum GPA: 3.0 2. Demonstrated work experience in finance or related field #Orlando #Tampa #Atlanta General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $54k-82k yearly est. Auto-Apply 23d ago
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  • Risk Management - Middle Market & Specialized Industries Lead Credit Officer, Vice President

    JPMC

    Credit analyst job in Orlando, FL

    Bring your expertise to JP Morgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers, and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo, and striving to be best-in-class. As a Vice President in Middle Market Banking and Specialized Industry Credit Risk, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations. Additionally, you will work with family-owned businesses, financial sponsors and some publicly traded companies. This role is responsible for underwriting and structuring new financing solutions as well as ongoing portfolio management in support of a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations with execution on both a bilateral basis and in the syndicated finance market with a heavy emphasis on the latter. This Vice President position involves extensive interaction with clients, internal partners, legal counsel, and other lenders, etc. This risk management position supports Middle Market Banking and Specialized Industries for the Florida region which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries. Job Responsibilities Utilize excellent credit analysis and financial modeling skills to underwrite and structure new transactions and work independently on the assigned credit portfolio. Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics. Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership. Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures. Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving. Act with a sense of urgency and drive execution to meet both internal and client deadlines. Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the “go-to” person for credit by both internal partners and clients. Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization. Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems. Required Qualifications, Skills and Capabilities BA/BS/BBA degree is required Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures At least 6 years' experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience Significant accounting and finance knowledge and superior financial modeling skills Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills Excellent organizational and project management skills; able to manage competing priorities under tight deadlines Proven ability to collaborate and build strong partnerships. Intellectual curiosity with a proven ability to learn quickly High degree of initiative, self-direction, and ability to work well under pressure
    $84k-139k yearly est. Auto-Apply 60d+ ago
  • Sr Credit Analyst I

    GM Financial 4.8company rating

    Credit analyst job in Orlando, FL

    Why GM Financial? GM Financial is the wholly-owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. At GM Financial, our team members define and shape our culture - an environment that welcomes new ideas, fosters integrity and creates a sense of community and belonging. Here we do more than work - we thrive. Our Purpose: We pioneer the innovations that move and connect people to what matters. This role supports the GM Financial Credit Center. About The Role: The Senior Credit Analyst I is responsible for researching and analyzing credit risks, assessing credit history and approving or denying extension of credit to potential customers. This team member has contact with other company departments, as well as automobile dealers, and other finance and credit sources. In addition, the Senior Credit Analyst will manage relationships and negotiate with automobile dealers, administer inbound applications and phone calls, and adhere to State and Federal regulations and compliance standards. In This Role You Will: * Analyze credit data to determine the degree of risk involved in extending credit * Make decisions to approve or deny the extension of credit within set credit authority established by senior management and State/Federal laws * Develop sufficient dealer relationships that ensure volume objectives and credit quality * Capture automotive finance contracts that meet GM Financial profitability criteria for pricing and performance * Ensure compliance with applicable policies and procedures * Ensure branch office cooperation with other departments to maximize efficiency within the company * Ensure all queues are worked to acceptable service levels * Perform outbound telemarketing calls to the dealer customer * Conduct joint dealer calls with Dealer Account Representative (DAR) on an as needed basis * Ensure proper documentation is received on all deals * Negotiate loan terms * Communicate clearly and effectively with a wide variety of internal and external people, both in formal and informal circumstances, and where necessary to gain their agreement and acceptance What Makes You a Dream Candidate * Knowledge of sales, credit and funding processes in consumer finance * Knowledge of motor vehicle retail installment documentation * Knowledge of the company's credit policies * Working knowledge of consumer credit, credit laws and regulations * Knowledge of the retail automobile finance industry * Knowledge of indirect retail auto financing * Knowledge of State and Federal regulatory requirements * Knowledge consumer finance and banking environment * Strong analytical and problem solving skills * Superior customer relations skills * Effective communication skills including verbal, written, and presentation * Sales skills necessary to develop and maintain productive dealer relationships * Negotiation skills Experience * High School Diploma or equivalent required, Bachelor's Degree preferred * 2-3 years of relevant experience preferred What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), tuition assistance, training, GM employee auto discount, community service pay and nine company holidays. Our Culture: Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive. Compensation: Competitive pay and bonus eligibility Work Life Balance: Flexible hybrid work environment, 2-days a week in office #LI-Hybrid #LI-AV1
    $89k-114k yearly est. Auto-Apply 49d ago
  • Credit Specialist - Winter Park, FL

    RSR Group, Inc. 4.4company rating

    Credit analyst job in Winter Park, FL

    focuses on maximizing accounts receivable turns and collecting payments. The candidate will utilize provided research tools, exercise judgment, and review aged receivables reports to independently manage an extensive portfolio of receivables. The Credit Specialist is expected to collect payment on delinquent accounts, resolve payment discrepancies, review credit override requests, and communicate effectively with internal and external customers regarding account balances.
    $43k-60k yearly est. 15d ago
  • Senior Private Banker

    Avior Executive Search

    Credit analyst job in Orlando, FL

    Job DescriptionOur client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor will: Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or an established book of clients within the Orlando/Central Florida market. Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively and proactively with branches and regional teams to identify and generate referrals. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups. Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
    $45k-99k yearly est. 30d ago
  • Sr Credit Analyst - Metals, Materials and Construction

    Fifth Third Bank 4.6company rating

    Credit analyst job in Orlando, FL

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Credit Analyst is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical tasks and identifying risks or issues as needed. In addition, a successful Senior Credit Analyst will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Senior Credit Analyst demonstrates extensive knowledge of financial and risk analysis and expertise in financial modeling. The Senior Credit Analyst demonstrates proficiency in underwriting, with the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Senior Credit Analyst will attend and support Portfolio Reviews as needed. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed. * Use critical thinking to identify and draft documentation. * Responsible for regularly completing indicative credit information into Banking Systems with little to no errors. * Responsible for preparing risk-rating scorecard and performing tickler event analysis to identify potential risks. * Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations. * Identify and determine monitoring analysis activities required. * Verify covenants and define updates needed on ticklers. * Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action. * Responsible for assessing covenant compliance reporting and identifying issues. * Review covenant compliance certificates to understand performance and determine actions remediate breaches. * Update financial covenants and calculations as needed. * Run Probability of Default (PD) model with oversight. * Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team. * Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight. * Prepares ALSR reports with oversight. * Responsible for running risk and projection models with oversight assumptions provided. * Responsible for completing underwriting process with limited oversight. * Create and complete a CAM with little to no errors. * Review and re-write renewals for deals of limited complexity. * Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings. * Support Portfolio Managers and special projects. * Take appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary. * May assist with training of new employees. * May work on special projects as assigned by management. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * 3+ years of Commercial Banking experience. * Sound Financial and risk analysis understanding, including the ability to develop financial models. * Extensive Knowledge of banking products and services. * Knowledge of corporate business structure and legal documents. * General knowledge of U.S. government and regulation. * Knowledge of the local or regional market preferred, but not required. * Proficiency in internal banking applications. * Strong verbal and written communication skills. * Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks. * Proficient in all Microsoft Office software. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Minimal travel required. At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits. Benefits: Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter. Compensation: The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Sr Credit Analyst - Metals, Materials and Construction Total Base Pay Range 71,100.00 - 145,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Charlotte, North Carolina 28202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $89k-108k yearly est. Auto-Apply 18d ago
  • Credit and Collection Analyst

    Mindlance 4.6company rating

    Credit analyst job in Lake Mary, FL

    Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************* The Credit Analyst will review and analyze and set up new accounts for order to be placed via DNB reports, bank references, credit application and licensure according to our pnp's. Knowledge of AS400 and Getpaid systems helpful. Excel/Microsoft Office needed. Experience in analyzing and assigning terms and credit limits to new customers and/or reviewing established customers info according to process. Qualifications Please, find below the detailed Job description. I would really appreciate if you can reply me with an updated copy of your resume, if interested. Job Title : Credit and Collection Analyst Job Location : 255 Technology Park Lake Mary, FL 32746 Duration : 6 months Shift : Monday - Friday 11am to 8pm. EST Additional Information Thanks & Regards Mahesh Kumar B Contact: ************ E-mail :maheshk@mindlance(DOT)com
    $46k-62k yearly est. 60d+ ago
  • Senior Banker - Orlando South Market

    Bank of America 4.7company rating

    Credit analyst job in Orlando, FL

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $70k-131k yearly est. Auto-Apply 27d ago
  • Senior Premier Banker - Space Coast District

    Wells Fargo 4.6company rating

    Credit analyst job in Merritt Island, FL

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols + Escalate banking related issues or business risks that require an in-depth evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals + Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals + Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances + Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships with customers and partners + 3+ years of experience recommending products and services **Desired Qualifications:** + Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + Ability to educate and connect customers to technology and share the value of self-service digital banking options + Experience using strong business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. + A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting End Date:** 8 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-517513
    $67k-124k yearly est. 2d ago
  • Senior Premier Banker - Space Coast District

    W.F. Young 3.5company rating

    Credit analyst job in Merritt Island, FL

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 8 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $61k-96k yearly est. Auto-Apply 3d ago
  • Analyst - Wholesale Credit Delivery - Dealer Services

    Truist 4.5company rating

    Credit analyst job in Orlando, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Reporting to the team lead, primarily provides analytical support assigned to Dealer Services Portfolio Managers including analyzing financial statements and projections, utilizing financial models and applications, and developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Conducts industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners. 2. Develops project materials including industry, market and company specific and general economic information. 3. Generates customized specific sales or project content for internal and external purposes. 4. Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. 5. Builds upon foundational understanding of the market, credit, and products as well as relationship management skills. 6. Develops an increasingly complex understanding of the industry. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree, or an equivalent combination of education and work experience. 2. Two years of related financial services work experience 3. Strong analytical skills and attention to detail 4. Strong written and verbal communication skills 5. Competitive drive and high work ethic, self-starter, team-oriented 6. Solid leadership and interpersonal skills 7. High level of adaptability and flexibility with strong organizational and time management skills 8. Solid understanding of business 9. Advanced proficiency in Microsoft Excel and PowerPoint **Preferred Qualifications:** 1. Minimum GPA: 3.0 2. Demonstrated work experience in finance or related field \#Orlando #Tampa #Atlanta **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $54k-82k yearly est. 22d ago
  • Sr Credit Analyst I

    GM Financial 4.8company rating

    Credit analyst job in Orlando, FL

    Why GM Financial? GM Financial is the wholly-owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. At GM Financial, our team members define and shape our culture - an environment that welcomes new ideas, fosters integrity and creates a sense of community and belonging. Here we do more than work - we thrive. Our Purpose: We pioneer the innovations that move and connect people to what matters. This role supports the GM Financial Credit Center. What Makes You a Dream Candidate Knowledge of sales, credit and funding processes in consumer finance Knowledge of motor vehicle retail installment documentation Knowledge of the company's credit policies Working knowledge of consumer credit, credit laws and regulations Knowledge of the retail automobile finance industry Knowledge of indirect retail auto financing Knowledge of State and Federal regulatory requirements Knowledge consumer finance and banking environment Strong analytical and problem solving skills Superior customer relations skills Effective communication skills including verbal, written, and presentation Sales skills necessary to develop and maintain productive dealer relationships Negotiation skills Experience High School Diploma or equivalent required, Bachelor's Degree preferred 2-3 years of relevant experience preferred What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), tuition assistance, training, GM employee auto discount, community service pay and nine company holidays. Our Culture: Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive. Compensation: Competitive pay and bonus eligibility Work Life Balance: Flexible hybrid work environment, 2-days a week in office #LI-Hybrid #LI-AV1 About The Role: The Senior Credit Analyst I is responsible for researching and analyzing credit risks, assessing credit history and approving or denying extension of credit to potential customers. This team member has contact with other company departments, as well as automobile dealers, and other finance and credit sources. In addition, the Senior Credit Analyst will manage relationships and negotiate with automobile dealers, administer inbound applications and phone calls, and adhere to State and Federal regulations and compliance standards. In This Role You Will: Analyze credit data to determine the degree of risk involved in extending credit Make decisions to approve or deny the extension of credit within set credit authority established by senior management and State/Federal laws Develop sufficient dealer relationships that ensure volume objectives and credit quality Capture automotive finance contracts that meet GM Financial profitability criteria for pricing and performance Ensure compliance with applicable policies and procedures Ensure branch office cooperation with other departments to maximize efficiency within the company Ensure all queues are worked to acceptable service levels Perform outbound telemarketing calls to the dealer customer Conduct joint dealer calls with Dealer Account Representative (DAR) on an as needed basis Ensure proper documentation is received on all deals Negotiate loan terms Communicate clearly and effectively with a wide variety of internal and external people, both in formal and informal circumstances, and where necessary to gain their agreement and acceptance
    $89k-114k yearly est. Auto-Apply 49d ago
  • Credit Specialist

    RSR Group 4.4company rating

    Credit analyst job in Winter Park, FL

    This position focuses on maximizing accounts receivable turns and collecting payments. The candidate will utilize provided research tools, exercise judgment, and review aged receivables reports to independently manage an extensive portfolio of receivables. The Credit Specialist is expected to collect payment on delinquent accounts, resolve payment discrepancies, review credit override requests, and communicate effectively with internal and external customers regarding account balances. REGULAR DUTIES AND RESPONSIBILITIES: Contacts customers via phone and email, to collect payment for past due amounts. Reviews daily aging report for assigned accounts receivable portfolio and identifies/prioritizes customers requiring follow-up, then performs proper follow-up collection efforts to reduce Days Sales Outstanding and minimize the percentage of receivables that are past due. Handles customer inquiries and provides customer service, including initiating customer payments via ACH or credit card, and providing account reconciliations and account statements when requested. Researches and addresses inquiries about payment discrepancies on customer accounts and resolves cash application issues. Updates regularly scheduled department delinquency reports. Keeps management informed of key developments on accounts. Reviews credit override requests throughout the day and approves orders, as warranted. Develops relationships with internal and external customers and works closely with cross-functional counterparts in the Sales and Accounts Receivable Departments to address cash application, credit limit, and collections issues on customer accounts. Analyzes credit limits on customer accounts as needed and forwards recommendations to the Credit Manager for review. Documents all customer correspondence in the system. EMPLOYEES SUPERVISED: None QUALIFICATIONS: The Credit Specialist must have one year of prior experience in collections or accounts receivable, including a solid understanding of customer terms and aging buckets, and preferably with business-to-business (B2B) collections. The Credit Specialist must possess effective verbal and written communication skills, as well as the ability to multitask, solve problems, and manage time efficiently. The Credit Specialist must be team-oriented, self-motivated, and able to work independently. This individual must be organized with a strong attention to detail and an ability to prioritize tasks. This position requires proficiency with Outlook and knowledge of Excel and Word. PHYSICAL DEMANDS: While performing the duties of the Credit Specialist, the employee is regularly required to talk and hear. The employee is frequently required to walk, sit, use hands to finger, handle, or feel and reach with hands and arms. Specific vision ability required includes close vision, distance vision, peripheral vision and ability to adjust focus. The physical demands of this job are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. DUTIES AND RESPONSIBILITIES MAY BE ADDED, DELETED, OR CHANGED AT ANY TIME AT THE DISCRETION OF MANAGEMENT, FORMALLY OR INFORMALLY, EITHER VERBALLY OR IN WRITING. PageBreak RSR Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, genetic information, disability, or veteran status. In addition to federal law requirements, RSR Group complies with applicable state and local laws governing nondiscrimination in employment.
    $43k-60k yearly est. Auto-Apply 14d ago
  • Senior Private Banker

    Avior Executive Search

    Credit analyst job in Orlando, FL

    Our client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor will: Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or an established book of clients within the Orlando/Central Florida market. Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively and proactively with branches and regional teams to identify and generate referrals. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups. Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
    $45k-99k yearly est. 60d+ ago
  • Sr Credit Analyst - Metals, Materials and Construction

    Fifth Third Bank, N.A 4.6company rating

    Credit analyst job in Orlando, FL

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Credit Analyst is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical tasks and identifying risks or issues as needed. In addition, a successful Senior Credit Analyst will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Senior Credit Analyst demonstrates extensive knowledge of financial and risk analysis and expertise in financial modeling. The Senior Credit Analyst demonstrates proficiency in underwriting, with the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Senior Credit Analyst will attend and support Portfolio Reviews as needed. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed. + Use critical thinking to identify and draft documentation. + Responsible for regularly completing indicative credit information into Banking Systems with little to no errors. + Responsible for preparing risk-rating scorecard and performing tickler event analysis to identify potential risks. + Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations. + Identify and determine monitoring analysis activities required. + Verify covenants and define updates needed on ticklers. + Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action. + Responsible for assessing covenant compliance reporting and identifying issues. + Review covenant compliance certificates to understand performance and determine actions remediate breaches. + Update financial covenants and calculations as needed. + Run Probability of Default (PD) model with oversight. + Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team. + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight. + Prepares ALSR reports with oversight. + Responsible for running risk and projection models with oversight assumptions provided. + Responsible for completing underwriting process with limited oversight. + Create and complete a CAM with little to no errors. + Review and re-write renewals for deals of limited complexity. + Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings. + Support Portfolio Managers and special projects. + Take appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary. + May assist with training of new employees. + May work on special projects as assigned by management. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). + 3+ years of Commercial Banking experience. + Sound Financial and risk analysis understanding, including the ability to develop financial models. + Extensive Knowledge of banking products and services. + Knowledge of corporate business structure and legal documents. + General knowledge of U.S. government and regulation. + Knowledge of the local or regional market preferred, but not required. + Proficiency in internal banking applications. + Strong verbal and written communication skills. + Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks. + Proficient in all Microsoft Office software. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Minimal travel required. At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits. Benefits: Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter. Compensation: The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Sr Credit Analyst - Metals, Materials and Construction Total Base Pay Range 71,100.00 - 145,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Charlotte, North Carolina 28202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $89k-108k yearly est. 60d+ ago
  • Credit and Collection Analyst

    Mindlance 4.6company rating

    Credit analyst job in Lake Mary, FL

    The Credit Analyst will review and analyze and set up new accounts for order to be placed via DNB reports, bank references, credit application and licensure according to our pnp's. Knowledge of AS400 and Getpaid systems helpful. Excel/Microsoft Office needed. Experience in analyzing and assigning terms and credit limits to new customers and/or reviewing established customers info according to process. Qualifications Please, find below the detailed Job description. I would really appreciate if you can reply me with an updated copy of your resume, if interested. Job Title : Credit and Collection Analyst Job Location : 255 Technology Park Lake Mary , FL 32746 Duration : 6 months Shift : Monday - Friday 11am to 8pm. EST Additional Information Thanks & Regards Mahesh Kumar B Contact: ************ E-mail :maheshk@mindlance(DOT)com
    $46k-62k yearly est. 3h ago
  • Senior Banker - Winter Haven Financial Center

    Bank of America 4.7company rating

    Credit analyst job in Winter Haven, FL

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $70k-130k yearly est. Auto-Apply 21d ago
  • Senior Premier Banker - Space Coast District

    Wells Fargo 4.6company rating

    Credit analyst job in Titusville, FL

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: * Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments * Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols * Escalate banking related issues or business risks that require an in-depth evaluation * Advise customers on various aspects of recommended and available financial options and services * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals * Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations * Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals * Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially * Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances * Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of experience building and maintaining effective relationships with customers and partners * 3+ years of experience recommending products and services Desired Qualifications: * Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration * State Insurance license(s) * 3+ years of experience in a licensed financial services position * Customer service focus with experience handling complex transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * Ability to educate and connect customers to technology and share the value of self-service digital banking options * Experience using strong business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting End Date: 8 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $67k-124k yearly est. 2d ago
  • Intern - Credit Analyst

    GM Financial 4.8company rating

    Credit analyst job in Orlando, FL

    Earn experience and gain skills for career success in our full-time summer internship program. Paid interns have the opportunity to work alongside industry leaders on meaningful projects. They also participate in development opportunities, connect with peers and have a great time! Why GM Financial? GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. At GM Financial, our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive. Our Purpose: We pioneer the innovations that move and connect people to what matters. Are you excited about innovation, entrepreneurship and solving complex business problems? Then we are looking for you! Our program offers 11 weeks of work experience (May 27- August 7, 2026) Executive and peer networking opportunities Independent and team project experiences Philanthropic activities Career development Opportunity to apply for full-time career positions Our Culture: Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive. Compensation: Competitive pay Work Life Balance: Flexible hybrid work environment, 2-days a week in office Must be a current student pursuing a bachelor's degree or higher from an accredited college or university in Business Administration, Finance, or another related major with at least one semester remaining upon start of the internship. Must possess a minimum of a 3.0 (out of a 4-point scale) overall GPA. Senior classification preferred. Strong written and verbal communication skills required. This incumbent will be required to give presentations and communicate with business leaders. Strong analytical, quantitative, problem solving, and conceptual skills required. Must be detail oriented and able to prioritize tasks to meet deadlines. Must be able to work independently or in a team setting. Previous internships are considered a plus. GM DOES NOT PROVIDE IMMIGRATION-RELATED SPONSORSHIP FOR THIS ROLE. THIS INCLUDES DIRECT COMPANY SPONSORSHIP, ENTRY OF GM FINANCIAL AS THE IMMIGRATION EMPLOYER OF RECORD ON A GOVERNMENT FORM, AND ANY WORK AUTHORIZATION REQUIRING A WRITTEN SUBMISSION OR OTHER IMMIGRATION SUPPORT FROM THE COMPANY (e.g., H1-B, OPT, STEM OPT, CPT, TN, J-1, etc.) Assist with developing and maintaining appropriate analysis for the Commercial Lending organization as it relates to volume, efficiencies, performance, and individual performance Analyze credit data to determine the degree of risk involved in extending credit Learn how to make decisions to approve or deny the extension of credit within set credit authority established by senior management and State/Federal laws Develop sufficient dealer relationships that ensure volume objectives and credit quality Gain knowledge in how GMF captures automotive finance contracts that meet GM Financial profitability criteria for pricing and performance Ensure compliance with applicable policies and procedures Ensure branch office cooperation with other departments to maximize efficiency within the company Ensure all queues are worked to acceptable service levels Conduct joint dealer calls with Dealer Account Representative (DAR) on an as needed basis Perform outbound telemarketing calls to the dealer customer Ensure proper documentation is received on all deals
    $30k-45k yearly est. Auto-Apply 1d ago
  • Credit Specialist

    RSR Group 4.4company rating

    Credit analyst job in Winter Park, FL

    Job Description This position focuses on maximizing accounts receivable turns and collecting payments. The candidate will utilize provided research tools, exercise judgment, and review aged receivables reports to independently manage an extensive portfolio of receivables. The Credit Specialist is expected to collect payment on delinquent accounts, resolve payment discrepancies, review credit override requests, and communicate effectively with internal and external customers regarding account balances. REGULAR DUTIES AND RESPONSIBILITIES: Contacts customers via phone and email, to collect payment for past due amounts. Reviews daily aging report for assigned accounts receivable portfolio and identifies/prioritizes customers requiring follow-up, then performs proper follow-up collection efforts to reduce Days Sales Outstanding and minimize the percentage of receivables that are past due. Handles customer inquiries and provides customer service, including initiating customer payments via ACH or credit card, and providing account reconciliations and account statements when requested. Researches and addresses inquiries about payment discrepancies on customer accounts and resolves cash application issues. Updates regularly scheduled department delinquency reports. Keeps management informed of key developments on accounts. Reviews credit override requests throughout the day and approves orders, as warranted. Develops relationships with internal and external customers and works closely with cross-functional counterparts in the Sales and Accounts Receivable Departments to address cash application, credit limit, and collections issues on customer accounts. Analyzes credit limits on customer accounts as needed and forwards recommendations to the Credit Manager for review. Documents all customer correspondence in the system. EMPLOYEES SUPERVISED: None QUALIFICATIONS: The Credit Specialist must have one year of prior experience in collections or accounts receivable, including a solid understanding of customer terms and aging buckets, and preferably with business-to-business (B2B) collections. The Credit Specialist must possess effective verbal and written communication skills, as well as the ability to multitask, solve problems, and manage time efficiently. The Credit Specialist must be team-oriented, self-motivated, and able to work independently. This individual must be organized with a strong attention to detail and an ability to prioritize tasks. This position requires proficiency with Outlook and knowledge of Excel and Word. PHYSICAL DEMANDS: While performing the duties of the Credit Specialist, the employee is regularly required to talk and hear. The employee is frequently required to walk, sit, use hands to finger, handle, or feel and reach with hands and arms. Specific vision ability required includes close vision, distance vision, peripheral vision and ability to adjust focus. The physical demands of this job are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. DUTIES AND RESPONSIBILITIES MAY BE ADDED, DELETED, OR CHANGED AT ANY TIME AT THE DISCRETION OF MANAGEMENT, FORMALLY OR INFORMALLY, EITHER VERBALLY OR IN WRITING. PageBreak RSR Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, genetic information, disability, or veteran status. In addition to federal law requirements, RSR Group complies with applicable state and local laws governing nondiscrimination in employment.
    $43k-60k yearly est. 17d ago

Learn more about credit analyst jobs

How much does a credit analyst earn in Alafaya, FL?

The average credit analyst in Alafaya, FL earns between $35,000 and $90,000 annually. This compares to the national average credit analyst range of $40,000 to $93,000.

Average credit analyst salary in Alafaya, FL

$56,000

What are the biggest employers of Credit Analysts in Alafaya, FL?

The biggest employers of Credit Analysts in Alafaya, FL are:
  1. Grandbridge Real Estate Capital
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