Financial Analyst (HIMP) - Home Improvement Loans

Job Description

Job Description

Description

Victors Home Solutions is one of the largest home improvement companies in the Midwest, honored to serve our homeowners with premium products, warranties, and the best customer experience in the industry. We pride ourselves on our expert workmanship in all aspects of home improvement, and hold commitment to consistent, high-quality work.

This is a customer-facing, sales-collaborating role focused on managing home improvement loan accounts throughout the sales and installation lifecycle. The ideal candidate will have experience in a sales-facing or account management role , be comfortable reviewing contracts and customer information, and have experience working in CRM and business systems.

This is not a traditional accounting or financial planning role . Success in this position comes from strong account management, attention to detail, communication, problem-solving, and the ability to work closely with Sales and Operations teams.

At Victors Home Solutions you’ll be surrounded and supported by dynamic, fun, engaged people! We’re not your average job - we do everything differently here. Built On Integrity isn’t just a motto - it’s our core philosophy. We love our people. We love our customers. We love our work.

Here are some examples of the actual work your day would include:

• Translate account, financing, and operational information into clear, actionable
  information for Sales and Operations leaders, including building and maintaining
  the reports, dashboards, and tracking tools used to monitor account activity and
  performance 
• Communicate with internal teams and, when needed, customers to clarify
  account or financing-related questions, serving as a key point of contact between
  Sales and internal financing/account teams
• Identify opportunities to improve processes, reduce errors, and create a better
  experience for both customers and internal teams
• Maintain accurate records and protect confidential customer and financial
  information
• Manage and monitor assigned home improvement loan accounts through the full
  sales and installation lifecycle, tracking account activity, financing information,
  and outstanding items to timely resolution
• Review customer contracts, loan information, transaction details, and account
  documentation for accuracy and completeness
• Reconcile account information across CRM, loan, financial, and business
  applications, identifying discrepancies between systems and partnering with
  Sales, Account Management, Operations, and Finance to resolve them

To be successful in this role, you need to have a certain amount of knowledge, skills and experience:

• Experience in a sales-facing, account management, customer service, or sales
  support role, including managing customer accounts or transactions from
  initiation through completion
• Experience reviewing contracts, customer agreements, loan documents, or other
  financial/customer documentationE
• Experience using CRM systems and other business applications to manage
  customer or account information
• Strong attention to detail and problem-solving skills, with comfort using data to
  spot discrepancies or missing information and follow issues through to resolution
• Excellent communication and relationship-building skills, including the ability to
  collaborate with Sales, Operations, and Finance and explain financial and
  account information in plain terms
• Strong organizational skills with the ability to manage multiple accounts and
  priorities
• Experience in home improvement financing, consumer lending, or a similar
  industry is a plus
• Availability to work a Monday through Friday schedule of 8:00am to 5:00pm

This is not an accounting, budgeting, forecasting, or P&L management position. We are looking for someone who enjoys working with customers, managing accounts, reviewing contracts and documentation, working in CRM systems, and partnering directly with Sales and Operations.

Benefits:

• Competitive salary based on experience
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) with match
• Paid time off
• Paid Holidays (8)
• Referral bonus
• Employee discount