Relationship Manager

3 weeks ago


Weston, United States WeFi Technology Group Full time

Company Description

WeFi Technology Group is a Fintech company based in Colorado with a strong international footprint. We specialize in providing innovative Supply Chain Finance solutions to the Information Technology industry. Our state-of-the-art platform, IZZI, offers industry-leading financial products and services. With our in-depth knowledge of Vendor and Channel technology markets, we can understand market trends and provide innovative financial solutions.


Role Description

This is a full-time on-site role for a Relationship Manager at WeFi Technology Group. The Relationship Manager will be responsible for managing and building relationships with clients in the Information Technology industry. The day-to-day tasks include maintaining existing client relationships, assess credit limit needs proactively, prepare and manage reporting, onboarding new accounts, oversee and track compliance with collateral requirements.


Qualifications

  • Strong interpersonal skills with emphasis on relationship management  
  • In-depth understanding of financial statement and ratio analysis.  J 
  • Highly developed communication skills including the ability to write clear and concise credit underwriting requests 
  • Capability to manage various relationships and effectively manage multiple priorities with high attention to detail. 
  • Expertise in financial computer applications (primarily Microsoft Excel)  
  • College degree with focus in the areas of finance or accounting. 
  • Multilingual 
  • MBA is preferred but not required 
  • Formal credit training is preferred but not required 




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