Financial Services Intern

Position Summary This intern position is designed to gain an understanding of the independent commercial lending industry; specifically on various types of collateral-based business loans. This role supports multiple departments (credit, documentation, customer service, accounting) through both on‑the‑job and formal training. The intern will receive exposure and insight into various departments that support the independent commercial lending process both directly and indirectly. Responsibilities Observes the actions and processes of each department. Gains understanding of underwriting methodologies as well as insight into the commercial lending process. Reviews the financial statements and other risk analysis factors for companies of different sizes and complexities across various industries. Performs industry research and analysis commensurate with experience level and begins to formulate quality questions to enhance the underwriting of a loan request. Gains understanding of the supporting roles within internal departments including sales, documentation, funding, customer service, legal and accounting. Performs other duties as assigned. Required Education, Experience, and Qualifications Must be enrolled in a university or college, preferably in a four‑year program majoring or minoring in Accounting, Finance, Economics or Business‑related courses. Should be in good standing at their university or college. Recent bachelor’s degree recipients may be considered. Previous work experience in any field is preferred. Excellent PC skills, including word processing and spreadsheets within the Microsoft Office suite of applications. Ability to quickly learn custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills through previous work experience, school projects and/or extracurricular activities. Must work as a member of a team with the ability to work independently as needed. Ability to safeguard confidential and protected information, familiarity with privacy law and company policy. Working Conditions Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must position self to install equipment, including under desks. Moves throughout the building to access files. Must be able to comprehend and follow written and oral instructions. Must be able to complete tasks even with frequent interruptions. Must be able to use discretion and independent judgment as needed. Must be able to speak clearly on the phone and to fellow workers. 401K + Company Match Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Equify Financial, LLC