Financial Analyst

1 month ago


Greenwich, United States Robert Half Full time
Job DescriptionJob DescriptionWe 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.
Key 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

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