Category: job descriptions
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Loan Officer
Description A loan officer works for a financial institution, bank or lending company. They are responsible for gaining expert knowledge of all the loan options that their employer offers to borrowers. They also meet with clients, both businesses and individuals, to determine their eligibility by reviewing their financial statements. From this information, they can give…
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Investment Bank Analyst
Description An investment banking analyst works as a liason between business owners and potential investors to help businesses confirm their financial health. These professionals also help businesses increase investor relationships by helping them manage their finances in a smart way Qualifications a bachelor’s degree in finance, economics business or accounting. You may also consider a…
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Internal Auditor
Description Internal auditors for banks have a responsibility to complete routine assessments of the bank’s internal procedures, loan and spending habits, employment expenses and other risk management factors. Their main goal is to determine whether the bank complies with laws and regulations and if they are financially stable. Qualifications A bachelor’s degree in management, accounting,…
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Underwriter
Description An underwriter is responsible for reviewing a loan application and assessing whether or not the applicant can afford to pay off the loan. Further, they draft up a contract for approved borrowers that outlines the loan amount, and payment rates expected by their company. Qualifications A bachelor’s degree in finance, economics, business or mathematics
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Asset Manager
Description An asset manager works for individual clients as a sole-proprietor or as a part of a bank or financial institution. They are responsible for reviewing their client’s financial portfolio and monitoring the stock market to determine the best investment decisions for their client. They also help them invest in stock and other assets and…
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Financial Analyst
Description A financial analyst is responsible for monitoring market trends across industries and using their expertise to guide businesses and clients on when, where and how to invest. Financial analysts typically work for major corporations, financial institutions, insurance companies and banks. Qualifications a bachelor’s degree in economics, finance or accounting. For senior positions, most employers…
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Financial Advisor
Description A financial advisor works as part of a financial institution to help clients determine their financial goals and the best means to achieve them. This entails trading for them in the stock markets, reviewing their financial history and providing them with advice for the best decisions they can make for their finances. Qualifications a…
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Relationship Manager
Description A relationship manager works for a bank or financial institution and acts as the point of communication between members and the institution itself. Their main job duty includes maintaining customer loyalty by checking in with them by email or phone. They are also responsible for fostering relationships with new customers by helping them gain…
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Investment Banker
Description An investment banker is a specialized role, but it has many different areas of focus. Investment bankers can provide financial advice to clients relating to investment opportunities, but they can also help instrument the process by overseeing the liquidation of assets to reduce debt and other factors. Qualifications A bachelor’s degree at the entry-level,…
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Credit Analyst
Description A credit analyst can work for an investment bank, an investment firm, credit card companies and any other institution where lending money is involved. They are responsible for reviewing an applicant’s financial history and credit score. The main difference between a credit analyst and other professions like a loan processor is that they can…