Credit Onboarding Analyst

Job Summary

A company is looking for a Credit Onboarding Analyst to manage escalated onboarding requests and ensure compliance with policies.

Key Responsibilities

• Handle escalated onboarding requests, ensuring timely processing within defined SLAs
• Identify and escalate process issues while contributing to process improvement initiatives
• Communicate effectively and build relationships with internal and external stakeholders

Required Qualifications

• Degree or equivalent with 4+ years of relevant experience in finance or accounting
• Proficiency with Salesforce and high-level proficiency in Excel
• Understanding of financial statements, tax returns, and cash flow
• Project management and organizational skills
• Strong attention to detail and accuracy