Job Description
Role: Finance and Credit Associate
Job Description:The Financial & Credit Associate provides essential administrative and operational support to the Financial & Credit team. This role focuses on maintaining accurate records, monitoring workflows, and assisting with financial and credit-related processes. It is designed for individuals seeking to build a foundation in finance and credit operations while contributing to the efficiency and accuracy of team activities. Tasks/ Responsibilities:Responsibilities:
Review and update workflow tracking and management tools and resources (e.g., Financial Log).
Monitor shared email accounts and coordinate activity with team members and underwriters
Update account files and monitor activity, including maintaining file folders on the LAN
Determine necessary financial data for completion of financial reviews.
Communicate with underwriting teams to proactively solicit required information
Upload and spread financial statement data in Moody's Credit Lens analytical tools.
Conduct account and industry sector research and competitive landscape analysis.
Prepare and populate Collateral Analysis and Assessment templates for individual loss-sensitive accounts
Initiate and monitor completion of Collateral Change Requests and related transactions
Coordinate and collaborate with other functions to ensure information sharing and adequate transaction processing
Initiate and support reinsurance transactions
Review and monitor economic, marketplace, accounting, and collateral trends.
Provide ad-hoc management and financial reports on the casualty book of businessRequired Skills / Experience:Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with workflow management tools
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Prior experience in Financial Statement Analysis; Moody's Credit Lens is a plusTechnical Skills: Education:Bachelors degree in Finance/Accounting.
