Entry Level Financial Analyst (New Grads In Finance)

About the position

Responsibilities

• Receive and process Excel remittance files from Mortgage Servicer from the 1st to the 10th of each month.
• Load information into the system and check for payment exemptions.
• Communicate with Servicer to resolve variances and discrepancies.
• Perform data reconciliations from the 10th to the 17th of the month.
• Verify wire transfers from the Servicer on the 18th and ensure they match internal records.
• Address any unresolved issues from the 18th to the end of the month.

Requirements

• Proficient in computer skills including Outlook, Excel, Word, and Access.
• Bachelor's Degree in Finance, Business, Mathematics, Economics, or a related field.
• Strong writing skills with proper grammar for communication with Servicers.
• Reliable Wi-Fi and a conducive work environment at home.
• Ambition to advance within the organization long-term.

Nice-to-haves

• Previous mortgage servicing experience.
• Experience with pivot tables and VLOOKUPs in Microsoft Excel.
• Familiarity with SBO.net (internal system).
• Experience in calculating loan payments.

Benefits

• Medical, dental & vision insurance.
• Critical Illness, Accident, and Hospital insurance.
• 401(k) Retirement Plan with pre-tax and Roth post-tax contributions.
• Voluntary Life Insurance & AD&D for the employee and dependents.
• Short and long-term disability insurance.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Paid Time Off (PTO), Vacation, or Sick Leave.