About the role
FinEx AI summary
Responsible for end-to-end processing of premium financing applications, including client engagement, application review, preliminary credit assessment, risk analysis, and compliance checks. Facilitates credit approval, prepares loan and security documents, coordinates disbursement and facility activation, and manages post-acceptance monitoring such as collateral and margin calls. Also resolves application and loan servicing issues and contributes to process…
Core skills
Premium FinancingCredit AssessmentRisk AnalysisComplianceLoan DocumentationLoan Disbursement