SREI - Credit Analyst

Credit Analyst Role

- This role would be responsible for analyzing the business proposal, handling documentation & backend process as Relationship Manager

Business Outcomes

Preparation of Credit Note - This would involve the following :

- Understanding of the financial information of the client, viz., Audited Reports, Financial Statement, Project reports.

- Working on the financial models provided by the client in assessing their viability and presenting them to the requirement of the loan proposal at hand.

- Writing of the Credit Note, which, would involve the presenting the proposal in the stipulated format and working on the internal systems to present it.

Client Management: This would involve the following :

- Following with the client post disbursement documentation and compliance of approve conditions.

- Following with the client for information for the preparation of various Review Notes, Credit Notes.

To make clients aware for their account security and confidential transaction to prevent unwanted activities

Risk, Process & Compliance

Documentation: This would involve the following :

- Coordinating with the Legal team in the issuance of the loan documents.

- Interacting with the client for finalizing and ensuring that the documentation is duly filled in.

- Coordinating with the Credit Admin team for presenting the duly filled in loan documents and for the disbursement of the loan.