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Credit Assistant

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DAKOTA FINANCIAL, LLC

2021-12-03 08:51:18

Job location Richardson, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The Credit Assistant position offers a great opportunity for someone interested in learning the ropes in the credit department at a financial services company, in particular, one specializing in asset-based lending. We provide training and mentoring so that you learn the business. We offer a great, collaborative work environment. Our ideal candidate is highly organized, detail oriented and has strong communication skills.


Your day to day responsibilities will include:


  • Assisting the Credit Department in day to day activities.
  • Following up with brokers and customers, as needed.
  • Doing preliminary underwriting on new deals, including running credit reports, reviewing applications and looking up asset values.
  • Entering new account information into our databases.



Qualifications:


  • Excellent follow-up
  • Positive, energetic attitude
  • Ability to work effectively in a team environment
  • Excellent organizational and multitasking skills
  • Excellent attention to detail
  • Bachelor's degree strongly preferred
  • Proficient with technology
  • Bilingual Spanish a plus
  • DocuSign experience a plus



About the company

The Company is a 30+ person and growing asset-based finance company with a proven 15 year+ track record of success. The company provides equipment leasing/finance solutions to small businesses throughout the United States. We specialize in providing funding for those who cannot obtain financing from traditional sources.

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