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Commercial Analyst

Posted 16.10.2020
Company name: Eve Anderson
Industry: Business & Management
Career level: Senior
Employment type: Full time
Job location: Port of Spain, Port of Spain
Salary offered Negotiable


Education: Bachelor's Degree
Experience: 2-5 years
Driving license: No

Job role

Grow the company credit portfolio through sales of all lending lines achieved through Commercial and Corporate Clients, dealerships and field-based clients Acquire and maintain a thorough knowledge of lending products & services, policies and procedures necessary to respond effectively to customer requirements Maintain knowledge of market and industry trends, competitors and leading sales and customer strategies while identifying and reporting on business opportunities in target markets Promote/Cross-sell products and services to best meet the business and personal needs of the customers and capitalize on opportunities to expand business Assist with the design and development of competitive packages for prospective clients and incentive promotions for targeted client groupings Keep up to date with all market rates and trends in the local markets, as well as other financial information and market products Accurately prepare consumer/commercial loan applications for new/existing customers Exercise sound adjudication of applications, adhering to all credit policies, procedures and delegated limits of authority Conduct annual reviews on all assigned commercial client accounts Proactively contact relationship clients at least quarterly and obtain appointments on an annual basis to discuss the client’s situation and needs Deepen relationships with portfolio of clients, engaging them in the discovery process to determine business potential Build both internal and external networks to capitalize on business opportunities and referrals including asking existing clients for referrals of friends and family


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