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Job Location drjobs

Mumbai - India

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Position - 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.

Key Responsibilities:

  • 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

Desired Candidate Profile:

  • 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

Employment Type

Full Time

Company Industry

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