Dylan Fox
Philadelphia,PA
Summary
Accomplished Credit Risk Analyst at Fiserv with a proven track record of evaluating financial health and preventing fraud, achieving a 98% quality review rate. Excelled in partner and customer success roles, enhancing relationships and fostering growth. Skilled in financial statement review and customer relations, adept at leveraging Microsoft Office to drive results and efficiency.
Overview
7
7
years of professional experience
Work History
Credit Risk Analyst
Fiserv
01.2024 - Current
- Evaluate the credit worthiness of small to midsize businesses by analyzing their financial wellbeing through profit & loss, balance sheets, bank statements, credit reports and tax returns.
- Decision over 100 accounts weekly with an average of 98% quality review, whilst adhering to credit regulation guidelines and compliance practices.
- Conduct thorough investigations into potential fraudulent activity, preventing financial loss.
Partner Success Manager
Clearent
05.2022 - 01.2024
- Conducted background checks for new partners using Giact, Experian credit checks, Mastercard MATCH and OFAC reports.
- Provided outstanding service to build and maintain partner relationships.
- Monitored partner performance and provided feedback on areas of improvement.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
Customer Success Manager
CardConnect
03.2018 - 05.2022
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
Skills
- Financial statement review
- Risk Assessment
- Credit analysis
- Credit decisions
- Customer Relations
- Account Management
- Salesforce
- Microsoft Word, Excel, Power Point
Timeline
Credit Risk Analyst
Fiserv
01.2024 - Current
Partner Success Manager
Clearent
05.2022 - 01.2024
Customer Success Manager
CardConnect
03.2018 - 05.2022
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