Financial Analyst - Entry Level
Robert Half Greenwich
We are offering a contract for a Financial Analyst - Entry Level position in our Finance Consulting business located in Greenwich, Connecticut. The successful candidate will be responsible for assessing risk, processing loan applications, and maintaining detailed financial records.
This role also involves direct communication with our sales representatives and clients to ensure all documentation is complete and accurate.
Responsibilities- Accurately process and evaluate loan applications
- Communicate effectively with sales representatives to obtain necessary documentation
- Conduct comprehensive background checks and credit assessments of merchants
- Work closely with lenders to initiate a new deal
- Maintain detailed and accurate financial records
- Resolve any customer inquiries and complaints in a timely manner
- Assist in drafting contracts for new deals
- Ensure all paperwork required by the bank is complete
- Liaise with clients to guide them through the bank verification processes
- Collaborate with the underwriting team to review all paperwork before funding a loan.
- Applicant must possess a minimum of one year of experience in a business, analytics, accounting or similar capacity
- Proficiency in Microsoft Excel is a mandatory requirement.
- Knowledge and experience with loan products are essential.
- The role requires aptitude in computer data entry.
- The candidate must demonstrate a strong understanding of financial analysis.
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Overview:
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