Credit Analyst
Tolleson Wealth Management
Salary undisclosed
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Description
DUTIES and RESPONSIBILITIES:
- Conduct thorough financial analysis of applicants, including reviewing financial statements and tax returns to assess creditworthiness.
- Evaluate the strength of collateral offered by applicants to secure credit, ensuring its adequacy and relevance in mitigating credit risk.
- Conduct due diligence on potential clients, verifying information provided and ensuring compliance with company policies and industry regulations.
- Retrieve and analyze consumer credit reports.
- Assess the credit risk associated with each application, taking into consideration factors such as ability to repay, payment history, debt levels, and industry trends.
- Prepare detailed credit packages and maintain accurate documentation of the credit analysis process.
- Prepare compliance reports for collateral monitoring and associated maintenance, as needed.
- Stay informed about industry trends, economic conditions, and regulatory changes that may impact credit decisions.
- Assist in all other functions of client service including origination, maintenance, and retention of client portfolios.
- Other duties as assigned by management.
MIMINUM POSITION REQUIREMENTS:
- Bachelor’s degree in business, finance, or accounting
- Minimum one-year experience in a financial analyst or credit analyst role with a financial institution or mortgage company
- Proficient in prioritizing tasks effectively, ensuring timely completion of assignments.
- Strong analytical skills with a keen attention to detail
- Strong verbal and written communication skills
- Must consent to and have favorable consumer report and background check
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
About this role
Tolleson Wealth Management is seeking a Credit Analyst to evaluate creditworthiness and manage risk for client applications in Dallas. The role centers on financial analysis—reviewing statements, tax returns, and credit reports to assess applicant ability to repay, collateral adequacy, and overall credit risk. You'll also conduct due diligence to verify applicant information and ensure compliance with company and regulatory requirements, then prepare detailed credit packages and documentation to support each decision.
Beyond analysis, the position involves broader client service functions including portfolio origination, maintenance, and retention. You'll stay current on industry trends and economic conditions that influence credit decisions, prepare compliance reports for collateral monitoring, and handle other duties as assigned. This is an in-office role in Dallas requiring strong attention to detail, solid analytical ability, and clear communication both written and verbal.
The position requires a bachelor's degree in business, finance, or accounting and at least one year of prior experience as a financial or credit analyst at a financial institution or mortgage company. You'll need to pass a background check and consumer report review, and be able to prioritize tasks effectively to meet deadlines.
How this employer is doing
solid
- Recently Raised Funding
Typical pay for this role
$100,000
Typical range: $60,000 to $120,000
In the news
Meet the LP: Tolleson Wealth Management, Venture Capital Journal
This role's local market on JobMinglr
Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Credit Analyst postings in Dallas, and analyze any offer before you accept it.
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