Key skills
LeadershipCommunicationTime ManagementSales
About this role
Role Overview
- Provides analytical support assigned to Dealer Services Portfolio Managers
- Analyzes financial statements and projections
- Utilizes financial models and applications
- Develops and participates in credit presentations
- Participates in credit underwriting and structuring
- Conducts industry, market and company research
- Develops project materials, generates customized sales or project content
- Tracks calling and marketing efforts to clients and prospects
- Builds foundational understanding of the market, credit, and products
Requirements
- Bachelor’s degree, or an equivalent combination of education and work experience
- Two years of related financial services work experience
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Competitive drive and high work ethic, self-starter, team-oriented
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Some understanding of business
- Advanced proficiency in Microsoft Excel and PowerPoint
Benefits
- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan