Conduct thorough analysis of credit data and financial statements to determine risk in extending credit for mid-ticket transactions and sales-aid leasing/flow business as needed.
General
As a Credit Underwriter, you will play a pivotal role in evaluating and underwriting business channels, maintaining governance, and promoting best practices in credit processes.
Our client is a world leader in asset finance, providing vendor and equipment finance across various markets, including Hi-tech, Transport, Construction, Industrial, Medical, Public Sector, and Agriculture.
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
Key Contributions
Accurate upkeep of the client details to ensure accurate records are maintained.
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.