Vanguard seeks Analyst to enhance financial advice solutions, guiding clients through investment methodologies. Collaborate with teams for compliance and strategic direction.
About the role
- Credit Analyst handling financial evaluations and establishing credit limits for businesses. Collaborating with sales support and customer service to manage accounts.
Responsibilities
- Provides analysis and interpretation of the customers' financial status for proper evaluation of risk and the establishment of proper credit limits
- Interacts with sales support, customer service, and accounts receivable in reconciling accounts
- Prepares recommendations and makes credit approval decisions on new accounts
- Monitors and communicates credit concerns to management
Requirements
- Customer due diligence/know your customer experience
- FinCEN and Fintrac experience preferred
- Excellent time management and organizational skills
Benefits
- Customer due diligence/know your customer experience
- FinCEN and Fintrac experience preferred
- Excellent time management and organizational skills
- Willingness to go the extra mile!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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