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.
- 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 business
- 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 plus
- Bachelors degree in Finance/Accounting.
