Financial Support Specialist
2 days ago
The Field Financing team at Northwestern Mutual Life Insurance is seeking a highly skilled and detail-oriented Financial Support Specialist to join their team. As a key member of the team, you will be responsible for the back-office administration of Managing Partner and Managing Director loans, various allowance programs, and other special financing programs and reporting in support of NM's field force.
Key Responsibilities:
• Administer the team's frontline production responsibilities with a keen focus on timeliness and accuracy.
• Partner with internal stakeholders across the Career Distribution function and the NM enterprise, as well as field CFOs, bookkeepers, field leaders, and Financial Representatives.
• Receive and review CAA/CAP loan contracts for proper budget amounts, loan limits, and required approvals.
• Process new CAA/CAP requests, changes, and cash repayments, and complete accounting paperwork and necessary balancing.
• Receive and review payment documentation submitted for all supported allowance programs, assuring that proper payment authorizations are secured, and that department standards and guidelines are followed.
• Oversees the team's special purpose email box, creating cases and resolving inquiries in an accurate and timely manner in accordance with the team's established SLAs.
Requirements:
• Associate degree with an emphasis in Accounting, Finance, or Business required.
• Minimum 3 years of experience working with accounting/bookkeeping principles.
• Ability to complete work with a high degree of accuracy while meeting deadlines.
• Demonstrated skills in analytical problem solving, independent decision-making, and sound judgment in the application and communication of guidelines.
• Ability to manage multiple assignments in a timely and quality manner.
What We Offer:
Northwestern Mutual Life Insurance is an EEO/AA Employer/Vets/Disability. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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