The Credit Analyst supports the credit team across credit analysis, risk management and claims handling. The role triages incoming applications, keeps underwriting records accurate, and helps with client administration and claims logging to keep the division’s workflow moving.

Key Responsibilities

- Carry out initial risk screening, client data triage and credit checks on incoming bond and leasebond applications.
- Extract financial data and format spreadsheets to help relationship managers prepare credit analysis.
- Check that documentation and application components meet internal underwriting checklists and compliance rules.
- Help monitor portfolio risk by following up overdue annual financial statements and saving compliance certificates.
- Handle initial claims administration, including logging claim notifications, setting up claims files and gathering contract documents.
- Maintain underwriting databases and core systems, making sure approved facility limits and terms are captured accurately.
- Collect missing application documents,



security signatures and client details from brokers and clients.
- Monitor and prioritise the shared team inbox and route complex queries to the right people.
- Help the Credit Manager and Head of Division with ad-hoc reporting, reconciliations and general administration.

Requirements & Qualifications

- Hold a business, finance or accounting tertiary qualification, or have introductory finance sector experience.
- Sound numerical ability and a genuine interest in financial statements and commercial credit.
- Strong data accuracy, positive organisation and the ability to manage several tasks at once under time pressure.
- A willingness to learn, adapt and take coaching from senior team members.
- Minimum Experience: 1 to 3 years experience in a corporate environment, preferably in corporate banking support, finance administration or credit support.

📌 Credit Analyst (Sydney)
🏢 Credeq
📍 Sydney