Data Analyst

Job Description

Job Description

Robert Half is looking for a detail-oriented Data Analyst to join a Financial Services organization based in the Philadelphia, Pennsylvania area on a contract basis with the potential for a permanent position. In this Data Analyst role, you will support transaction processing, documentation review, fraud screening, and customer-facing coordination to help move finance deals through to completion. The ideal Data Analyst candidate is comfortable working in a fast-paced environment, balancing accuracy with responsiveness while partnering with both internal teams and external business contacts. Put your talents to the test and get your career going in the right direction by clicking the apply button today. If you have any questions, please contact Robert Half at View phone number on us.fitly.work and mention job reference #03720-0013511486.

As a Data Analyst your duties will include but aren't limited too:

• Partner with business development teams to advance equipment finance transactions, resolve incomplete files, and help drive timely deal closure.

• Prepare, distribute, track, and maintain finance agreements and supporting records using electronic document platforms for approved transactions.

• Review executed contracts and funding packages to confirm completeness, accuracy, and compliance with established company policies and controls.

• Update transaction records in lending and CRM systems to ensure correct billing setup, servicing details, and documentation history.

• Communicate with customers, vendors, and brokers to address outstanding conditions, clarify agreement terms, and support closing requirements.

• Conduct welcome calls with new customers to verify key contract details and confirm documentation aligns with approved terms.

• Perform fraud reviews, due diligence checks, and funding authorization steps while documenting findings thoroughly.

• Create and issue purchase orders to third-party equipment dealers and provide status updates to internal stakeholders as needed.

• Contribute to audit readiness, follow internal control procedures, and assist with special projects requested by credit or operations leadership.

The ideal Data Analyst candidate will have:

• Bachelor’s degree in a related field is preferred but not required.

• At least 3 years of experience in loan processing, documentation review, financial operations, or a similar administrative support function.

• Background in financial services, banking, leasing, or equipment finance is preferred.

• Working knowledge of fraud detection, fraud investigation, or anti-fraud review practices is highly valued.

• Strong analytical ability with a high level of accuracy when reviewing contracts, funding documents, and transactional data.

• Excellent written and verbal communication skills with a detail-oriented, customer-focused approach to B2B relationship management.

• Proficiency with Microsoft Office applications, including Word, Excel, and PowerPoint.

• Ability to manage multiple priorities independently while collaborating effectively across cross-functional teams in a deadline-driven environment.

Put your talents to the test and get your career going in the right direction by clicking the apply button today. If you have any questions, please contact Robert Half at View phone number on us.fitly.work and mention job reference #03720-0013511486.