At-a-Glance:
Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Financial Analyst Junior.
Position Type:
- Contract
- Hybrid: 3 days onsite, 2 days remote
Required
- Resourceful and dedicated personal with1 to 3 years of work experience
- Ability to work Operational hours starting at 8:30 A.M. local time, including occasional weekends and overtime when needed
- Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
- Convey disciplined work ethic and have an enthusiastic ‘can do’ attitude while delivering white glove service
- Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
- Adaptable team player
- Detail oriented and ability to adhere to strict timelines
- Strong organizational and time management skills
- Ability to critically evaluate information gathered from multiple sources
- Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
- Strong Microsoft Office skills
- Preferred Technical Skills
- PowerBI
- UI Path
- Python
- Power Automate
- LoanIQ
- Optional
- Familiarity with the financial markets and current regulatory landscape
- Project management experience
- Business analysis skills
- Should have an interest or familiarity in one or more of the following: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.
Responsibilities:
- Lending Operations is responsible for the onboarding, servicing, and ongoing operational support of Tailored Lending loans.
- Key responsibilities include loan origination support, loan documentation review, execution and control of disbursement and payment requests, financial reconciliation, document management, issue research and resolution, audit-related data and documentation support, and coordination with Field, Product, Technology, Finance, Credit, and external vendors supporting the loan platform.
- Will establish and maintain effective relationships in order to deliver world class service to internal teams across lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, Transactors, Asset Managers, and other internal employees.
- The analyst will also support the following activities:
- Loan processing and servicing
- Reviewing control reports
- Participating in projects and testing initiatives
- Maintaining departmental metrics
- Updating policies and procedures
- Supporting automation and transformation initiatives
Get in Touch:
We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Shivam at (862) 390-7879 to learn more.
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