Review approved loans/insurance policies to ensure that all legal regulations, required conditions, and company policies are met
Research all areas of an applicant’s financial background, including employment history, credit reports, and banking and asset information
Analyze financial information and create comprehensive risk assessment reports for each applicant, communicating findings clearly with team members
Advise the company on whether or not to approve an application based on risk assessment
Proofread files before they are submitted for approval, correcting any errors and filling in any incomplete details
Meticulous attention to detail
Strong data analysis capabilities and the ability to clearly communicate findings through reports
Comfortable multitasking and managing multiple projects simultaneously
Ability to conduct thorough and accurate research
Knowledge of applicable lending or insuring regulations relevant to the industry
Strong interpersonal skills, with the ability to provide quality customer service
Bachelor’s (or equivalent) degree (or equivalent experience) in finance, business, or related field
Excellent verbal and written communication skills
Advanced knowledge of the market
Familiarity with analysis and statistics-focused software programs