2025-7824 Finance and Credit Associate

The Financial & Credit Associate provides essential administrative and operational support to the Financial & Credit team, maintaining accurate records, monitoring workflows, and assisting with financial and credit-related processes.

Requirements

• Review and update workflow tracking and management tools and resources
• Monitor shared email accounts and coordinate activity with team members and underwriters
• Update account files and monitor activity, including maintaining file folders on the LAN
• Determine necessary financial data for completion of financial reviews
• Communicate with underwriting teams to proactively solicit required information
• Upload and spread financial statement data in Moody's Credit Lens analytical tools
• Conduct account and industry sector research and competitive landscape analysis
• Prepare and populate Collateral Analysis and Assessment templates for individual loss-sensitive accounts
• Initiate and monitor completion of Collateral Change Requests and related transactions
• Coordinate and collaborate with other functions to ensure information sharing and adequate transaction processing
• Initiate and support reinsurance transactions
• Review and monitor economic, marketplace, accounting, and collateral trends
• Provide ad-hoc management and financial reports on the casualty book of business