Credit Assistant - Framingham, United States - MutualOne Bank

MutualOne Bank
MutualOne Bank
Verified Company
Framingham, United States

1 month ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Position Description

Title:
Credit Assistant


Department:
Credit


Reports to:
Credit Officer


Supervises:
None


Classification:
Non
-Exempt


Date Prepared:
May 9, 2024


Summary / Objective
The Credit Assistant will provide general support to the Credit Department under the direction of the Credit Manager.

Responsibilities involve performing various credit administrative tasks including financial statement spreading, financial statement requests and tracking, annual review and covenant tracking and assisting in the administration of the Bank's credit policies.

The assistant may also perform market research and perform other duties as assigned. The position involves credit underwriting training.


Experience & Education Requirements:


  • Bachelor's degree in Business, Finance or Accounting preferred
  • Background in financial industries retail, commercial lending and/or credit department
  • Good interpersonal, communication & computer skills

Essential Job Functions:


  • Oversees and manages financial information files to assure current financial statements, accounts receivable and other information on customer accounts are up to date.
  • Maintains a system for collecting, tracking and recording customer financial statements.
  • Maintains knowledge of department policies and procedures through internal and external training activities.
  • Monitors adherence to loan policies and credit risk review policies
  • Works under general supervision and in compliance with established policies, procedures and regulations

Required knowledge, skills & abilities:


  • Strong understanding of accounting principles with ability to prepare and analyze financial statements.
  • Advanced computer skills including Microsoft Word, and Excel.
  • Advanced written, oral, and interpersonal skills with ability to prepare and make presentations.
  • Ability to adapt to changing demands and requirements.

Physical Demands and Work Environment:


  • Ability to use standard equipment such as computers, phones, photocopiers
  • Work involves standing and walking for brief periods of time, but most duties are performed from a seated position
  • There is potential for eyestrain from reading detailed printouts and computer screen. Deadlines, workloads during peak periods and pressure may cause increased stress levels
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Other Duties


This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

It is expected that from time to time other duties, both related and unrelated to the above, may be assigned and therefore, required.

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