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:

• Manage and monitor assigned home improvement loan accounts, ensuring accurate and timely information throughout the customer lifecycle
• Partner closely with Sales, Account Management, Operations, and Finance teams to resolve account, contract, and financing discrepancies
• Review customer contracts, loan information, transaction details, and account documentation for accuracy and completeness
• Analyze customer and job-level information throughout the sales and installation lifecycle
• Review and manage account information across CRM, loan, financial, and business applications
• Identify discrepancies or inconsistencies between systems and work with internal teams to resolve them
• Serve as a key point of contact between Sales and internal financing/account teams, helping ensure loan and account information moves accurately through the process
• Track account activity, customer financing information, and outstanding items to ensure timely resolution
• Build and maintain reports, dashboards, and tracking tools used to monitor account activity and performance
• Translate account, financing, and operational information into clear, actionable information for Sales and Operations leaders
• Communicate with internal teams and, when needed, customers to clarify account or financing-related questions
• Identify opportunities to improve processes, reduce errors, and create a better experience for both customers and sales teams
• Maintain accurate records and protect confidential customer and financial information

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

• Availability to work a Monday through Friday schedule of 8:00am to 5:00pm
• Experience in a sales-facing, account management, customer service, or sales support role
• Experience managing customer accounts or transactions from initiation through completion
  Experience reviewing contracts, customer agreements, loan documents, or other financial/customer documentation
• Experience using CRM systems and other business applications to manage customer or account information
  Strong attention to detail and ability to identify discrepancies or missing information
  Excellent communication and relationship-building skills
• Ability to collaborate effectively with Sales, Operations, and Finance teams
• Strong organizational skills with the ability to manage multiple accounts and priorities
  Comfortable working with data and using information to identify issues and drive solutions
• Strong problem-solving skills and the ability to follow an issue through to resolution
  Ability to communicate financial and account information in a way that is easy for sales and operational teams to understand
• Experience in home improvement financing, consumer lending, or a similar industry is a plus

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