Financial Services Coordinator
2 weeks ago
**Financial Services Coordinator Job Description**
We are seeking an experienced Financial Services Coordinator to join our Business Banking team at VERA Security, Inc. In this role, you will be responsible for supporting Relationship Managers in credit analysis, financial statement review, and customer relationship management.
Your Key Responsibilities:
- Analyze audited financial statements to assess lending risks and propose credit solutions.
- Prepare detailed credit proposals, including identification of key risks and mitigants.
- Collaborate with Relationship Managers to onboard and monitor Discretionary Lending customer portfolios.
- Ensure accurate financial spreading and quality analysis, meeting benchmarked timeframes.
- Develop strong relationships with clients, identifying cross-selling opportunities and referring them to appropriate specialists.
About You:
- Bachelor's Degree in Business Administration, Finance, or a related major field of study is preferred.
- 5 years' relevant experience in Corporate, Commercial, or Business Banking, with at least 3 years in similar positions of progressively increasing responsibilities.
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