Entry Level Financial Analyst
Overview
Analyze loan or security payment transactions and reconcile them accurately. Provide remittance and correction details to servicers while monitoring pooled loans for non‑compliance. Communicate findings to investors and assess servicer performance to uphold agreement terms. Contribute to system improvements through user group participation and testing.
What You'll Do9
- 1Process complex transactions or reconcilements related to loan or security payments
- 2Provide remittance and correction information to servicers
- 3Monitor and analyze pooled loans for non‑compliance and convey insights to investors
- 4Evaluate servicer performance to ensure adherence to contractual obligations
- 5Engage in system enhancement initiatives by attending user groups and conducting tests
- 6Identify processing exceptions affecting similar series across portfolios
- 7Maintain expertise in Collateral Securities Default Trust Administration
- 8Train and supervise junior staff in transaction processing and reconciliation
- 9Develop and implement automated solutions to improve efficiency
Requirements5
- 1Proficiency in Microsoft Excel including formulas pivot tables vlookup and advanced functions
- 2Strong analytical abilities in business finance and data interpretation
- 3Ability to research and understand controlling legal documents
- 4Bachelor’s degree in Mathematics Economics Finance Accounting Statistics Business or related discipline
- 5One year of experience in financial services including internships
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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