Financial Services Associate

Position:Financial Services Associate

Job Description:

Principal Accountabilities

  • Financial review of new and existing accounts' credit analysis information in order to assess customer status and recommend credit line. May perform basic reviews independently.
  • Review and release of pending sales orders. Coordinate communication with Sales and customers.
  • Review customer account information to identify accounts with potential credit line increase and accounts with potential risk. Has credit authority up to 100k.
  • Review unresolved customer credit issues. Also develop internal relationships with sales personnel in order to execute customer credit issues.
  • Contact accounts in need of collection and negotiate payment arrangements as well as build relationships with customers in order to understand their needs and issues.

Job Complexity

  • Works within established procedures with a moderate degree of supervision
  • Identifies problems and makes sound decisions on relevant issues and assesses each using standard procedures.


  • Requires Bachelor's degree in finance, economics, accounting or related.

Location:Denver ( Panorama)

Time Type:Full time

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