Credit Analyst
Tolleson Wealth Management
Job Description
Job Description
DUTIES and RESPONSIBILITIES:
- Conduct thorough financial analysis of applicants, including reviewing financial statements and tax returns to assess creditworthiness.
- Evaluate the strength of collateral offered by applicants to secure credit, ensuring its adequacy and relevance in mitigating credit risk.
- Conduct due diligence on potential clients, verifying information provided and ensuring compliance with company policies and industry regulations.
- Retrieve and analyze consumer credit reports.
- Assess the credit risk associated with each application, taking into consideration factors such as ability to repay, payment history, debt levels, and industry trends.
- Prepare detailed credit packages and maintain accurate documentation of the credit analysis process.
- Prepare compliance reports for collateral monitoring and associated maintenance, as needed.
- Stay informed about industry trends, economic conditions, and regulatory changes that may impact credit decisions.
- Assist in all other functions of client service including origination, maintenance, and retention of client portfolios.
- Other duties as assigned by management.
MIMINUM POSITION REQUIREMENTS:
- Bachelor's degree in business, finance, or accounting
- Minimum one-year experience in a financial analyst or credit analyst role with a financial institution or mortgage company
- Proficient in prioritizing tasks effectively, ensuring timely completion of assignments.
- Strong analytical skills with a keen attention to detail
- Strong verbal and written communication skills
- Must consent to and have favorable consumer report and background check
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
Vacancy posted 25 days ago
Similar jobs that could be interesting for youBased on the Credit Analyst in Dallas, TX vacancy
$111.1k - $130.7k
...One.Job DescriptionResponsible for approving the extension of credit and/or making recommendations to the person(s) making the final... ...advising the person(s) making the final credit decision, the Credit Analyst conducts a complete credit analysis including gathering,...SuggestedFull timeLocal area- ...position is responsible for performing timely, thorough client credit reviews and risk assessments to support informed business intake... ...existing clients, and coordinating terms of credit. The Credit Analyst will work closely with the Credit Manager, New Business Intake...SuggestedFull timeWork at office
- ...A leading distributor of sporting goods is seeking a Credit Analyst for their Farmers Branch office. You will analyze creditworthiness and set limits, minimize bad-debt risk, and communicate policies. The ideal candidate has 2-3 years of credit experience, strong data...SuggestedWork at office
BSN Sports
Farmers Branch, TX1 day ago - LCG Advisors is seeking an Analyst to collaborate with major banks and non-bank lenders across the country. The role focuses on due diligence, audits, and client communications in a fast-evolving finance practice. Responsibilities include on-site or remote engagements,...SuggestedRemote work
- Description Join Blue Sky Bank's dedicated team as a Commercial Credit Analyst III! Drive smart lending decisions. Strengthen financial partnerships. Grow your career. Blue Sky Bank is seeking a detail-oriented and proactive Credit Analyst III to join our team in Dallas...SuggestedTemporary workFlexible hours
$22 - $23 per hour
...and Investment Banking Referrals increase your chances of interviewing at Net2Source Inc. by 2x Sign in to set job alerts for “Credit Analyst” roles. Credit Analyst I (Full Time) - Sterling Plaza- Dallas Risk (Capital, Liquidity, and Market) | Analyst | Dallas Dallas-Fort...Full timeContract workWork experience placementWork at office$21.75 - $27 per hour
Credit Analyst at BSN SPORTS BSN SPORTS, a Varsity Brands company, has been a leading distributor of team sporting goods and apparel in the United States for over 50 years. Our 3,000 employees focus on supporting coaches and administrators, saving them time so they can...Hourly payTemporary workWork at office- Job Description Job Description This position is onsite The Credit Analyst is responsible for conducting credit investigations and analyzing credit information pertaining to loans. In addition, to verifying and updating credit information as requested by clients in support...Shift work
- ...Evaluate the strength of collateral offered by applicants to secure credit, ensuring its adequacy and relevance in mitigating credit risk.... ..., or accounting Minimum one-year experience in a financial analyst or credit analyst role with a financial institution or mortgage...
- ...This job is responsible for analyzing and interpreting a client's credit worthiness, evaluating credit risks, and writing credit... ...due diligence findings Trains, coaches, and mentors credit analysts, and collaborate with team members Credit coverage of Banks,...Work at officeShift workDay shift
Bank of America Corporation
Dallas, TX19 days ago - ...Credit Analyst At Vantage Bank, we're driven by a deep commitment to supporting our customers, valuing our employees, embracing diversity, fostering meaningful connections, and providing outstanding service every step of the way. Job Summary The Credit Analyst...Bank staffWork at office
$70k - $80k
...Job Title As a Credit Analyst, you will conduct daily collection efforts (email, calls, portal reviews) on an assigned portfolio of accounts to resolve and minimize NAS account receivable delinquencies and DSO. ~ Regularly communicate and work with customers, sales...Work experience placementWork at officeRemote workRelocation packageMonday to ThursdayFlexible hours$84.7k - $141.1k
...your career with endless opportunities!The Senior Underwriting Analyst is responsible for independently managing a portfolio of complex... ...relationships and delivering comprehensive, well-supported credit risk assessments. This role requires advanced financial analysis...Work at officeMcKesson
Irving, TX4 days ago- ...Senior Credit AnalystThis position is responsible for analysis and monitoring the financial condition and credit worthiness of individuals and businesses applying for credit by using historical financial analysis and cash flow projections.Major duties and responsibilities...
First United Bank
Dallas, TX1 day ago - Texas Instruments seeks a Collections Assistant to manage a portfolio of worldwide customer receivables within our Accounts Receivable team. You will pursue collections, verify and reconcile data, and collaborate across sales, operations, and finance to keep TI’s cash ...Worldwide
Texas Instruments
Dallas, TX2 days ago - ...assets such as aviation, fine art, and private holdings. Your ImpactThe Underwriting Analyst is an early-career role responsible for supporting all aspects of the Private Bank’s credit underwriting process. Analysts focus on data gathering, preliminary financial analysis...Worldwide
- Customer Service Representative Required Skills & Experience 2+ years of contact center or customer support experience handling significant call and email volumes Experience supporting complex customer accounts and sensitive customer situations Demonstrated ability ...
- ...in your career? If so, we should meet! We are currently searching for the right person to join our team as a Full-Time Senior Credit Analyst. Job Duties: Perform financial covenant calculations for compliance monitoring and exceptions required on customer within the bank...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- Equify Financial, LLC is seeking a highly motivated Credit Analyst I to join the credit and underwriting team in Fort Worth, Texas. This early‑career role will support underwriting, portfolio management, and credit administration by gathering financial information, analyzing...
$60k - $78.75k
...employees located throughout North America, South America, Europe, and Asia. What Drives Success WHAT YOU’LL BE DOING As a Credit Collectiom Analyst , you will conduct daily collection efforts (email, calls, portal reviews) on an assigned portfolio of accounts to resolve...Temporary workWork at officeRemote work- ...benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. Senior Credit Analyst Job Description Job Description SUMMARY This position is responsible for analysis and monitoring the financial condition and credit...Work experience placementWork at office
$95k
Sr. Credit Analyst - To $95K - Dallas, TX - Job # 3729 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office- A well-established community bank with a strong commitment to relationship banking, sound credit practices, and exceptional client service is seeking a Senior Credit Analyst to join its commercial banking team in Uptown Dallas. The organization has built a reputation for...Work at office
- ...troubleshooting technical obstacles, you’ll get training and support from your team to excel in your role. What You’ll Do Assess credit limits for new and existing customers and jobs, producing recommendations after thorough analysis of a variety of factors Analyze customers...Work at officeLocal area
$25 - $30 per hour
We are seeking remote customer-focused Credit Collections Analyst who thrive in a fast-paced, high-volume Accounts Receivable service environment. This role serves as a primary point of contact for a large volume, business critical valued customers and requires individuals...Hourly payPermanent employmentTemporary workWork experience placementRemote workShift workIrving, TX5 days ago$56k - $73k
...Credit Collections Analyst Lennox provides industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and creates a workplace where all employees...Work at officeRemote workRelocation packageMonday to ThursdayFlexible hours- ...Credit And Collection Analyst Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Credit and Collection Analyst. In this role, you will be responsible for managing customer credit risk and ensuring timely collection of outstanding...Full time
- ...where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Analysts are responsible for conducting research, providing analysis, and preparing reports to support financial decision-making and...
- Who Are We?Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a ...Full timeFor contractorsLocal area
- Guaranty Bank & Trust is seeking a Full-Time Senior Credit Analyst to support commercial lending by performing high-level analyses on loans and preparing presentations for the Loan Committee. You will assess creditworthiness using financial statements, reports, and market...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Credit Analyst. Be the first to apply!
