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You will be updated with latest job alerts via emailPosition - Credit Analyst
Location - Goregaon West Mumbai
Experience - 1-3 Years
Salary - Upto 5.5 LPA
We are looking for a dynamic and detail-oriented professional with at least 1 year of experience in a DSA office or CA firm to support our credit documentation and client coordination activities. The ideal candidate should have a working knowledge of financial documents and credit processes along with good communication and organizational skills.
Regular interaction with bankers and clients for documentation clarifications and process updates
Arrange documents as per the banks checklist for various credit or loan applications
Prepare client profile one-pagers summarizing key financial business and background information
Assist in CMA data preparation and submission
Understand and analyze basic financial statements (Profit & Loss Balance Sheet etc.
Coordinate follow-ups and ensure timely completion of documentation and submission processes
Maintain proper filing and tracking of client documentation
Minimum 1 year of experience in a DSA (Direct Selling Agent) office or CA (Chartered Accountant) office
Familiar with bank documentation processes loan files and CMA requirements
Basic understanding of financial ratios and credit analysis
Proficient in MS Excel and Word
Good communication and coordination skills
Organized and able to work independently with attention to detail
CMA Preparation,Financial Statement,Balance Sheet,Direct Selling Agent
Full Time