Robert Half is hiring: Credit Analyst - Financial Services in Boca Raton

We are in search of a Credit Analyst - Financial Services coming directly out of the banking /finance industry in Boca Raton, Florida. This role focuses on supporting asset management functions, with a particular emphasis on lending within the financial services sector.

Responsibilities:

• Evaluate and process customer credit applications with precision and efficiency

• Handle customer inquiries and provide solutions promptly

• Maintain up-to-date and accurate records of customer credit

• Monitor customer accounts regularly and undertake necessary actions

• Assure accuracy in every transaction performed to maintain high quality standards

• Utilize strong Excel and financial modeling skills to perform job functions

• Utilize CRM and ERP systems effectively for managing customer data

• Undertake cash flow analysis to assess creditworthiness

• Use ADP - Financial Services and Accounting Software Systems for various financial tasks

• Implement effective collection processes to manage accounts receivable.

BACH DEGREE IN FINANCE OR RELATED

• Familiarity with Accounting Software Systems

• Experience with ADP - Financial Services

• Proficient in using CRM systems

• Knowledge of ERP - Enterprise Resource Planning

• Strong understanding of Accounts Receivable (AR)

• Expertise in Cash Flow Analysis

• Experience in Collection Processes

• Knowledge of Credit processes- COMMERCIAL

• Experience with Credit Application processes- COMMERCIAL