Financial Analyst - Entry Level

We are inviting applications for the entry-level Financial Analysts for a growing organization located in Greenwich, Connecticut. This role offers a contract to hire employment opportunity and will involve tasks such as maintaining customer records, and resolving customer inquiries, among other responsibilities.

• Accurately process and handle customer loan applications.
• Maintain precise records of customer credit information.
• Address and resolve any customer inquiries or complaints promptly.
• Collaborate with sales representatives to ensure necessary documentation is obtained from the merchant.
• Allocate specific deals to the appropriate lender.
• Assist lenders in setting up new deals.
• Evaluate risk factors and conduct thorough background checks and credit pulls for merchants.
• Work closely with banking partners and clients to ensure all required documentation is complete.
• Draft contracts for new deals and guide clients through bank verification processes.
• Monitor customer accounts and take necessary action based on account status.
• Possess a minimum of 1 year of experience in the finance consulting industry
• Proficiency in Microsoft Excel for financial modeling and analysis
• Knowledge of Loan Products, including understanding of their structure and terms
• Ability to perform computer data entry tasks with high level of accuracy
• Strong skills in financial analysis to interpret financial data and provide insights
• Bachelor's degree in Finance, Accounting, or related field