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info@morgan-harvey.co.uk

Assistant Credit Analyst
Surbiton, Surrey
£17000 - £18000 + Bonus
DJ384
permanent position
My client is looking for a new Assistant Credit Analyst. The Assistant Credit Analyst should come with a degree in a financial related field and some good admin experience. If you have any experience of helping or assisting a credit department it would be beneficial.

Purpose of Role:
To provide administrative and process-management support to the Credit Team, to enable the department to provide a timely, high-quality service to external and internal customers.

Key Responsibilities:
• Underwrite large cases
• Download management accounts as requested by Credit team
• Credit searches using Experian
• Take quote request information for Credit Analysts
• Monitor referral process to Credit team
• Obtain approval of Commercial and Personal Lines referrals
• Field broker calls to the Credit Team regarding large cases
• Prepare quotes for low-level commercial cases
• Prepare quotes on large cases (with supervision)
• Advise Credit team on Operations department procedures
• Liaise with all areas of the business for successful completion of responsibilities
• Supervise the production of the department’s management information
• Prepare agency application approvals for commercial/personal lines and Ireland
• To ensure relevant sections of department procedure manual are kept up to date
• Other duties as may be required

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