Associate Analyst (part time)

Job Description

Job Description

Associate Analyst (part time)
M-F 9:00-2:00
$28hr
So, you’re looking for your next Associate Analyst position with a reputable company?  Adecco’s got one that adds up to a great career opportunity for you.  We’re recruiting for an Associate Analyst position with a premier financial service organization in Milwaukee, Wisconsin.  We are a team that provides financing to our field sales force, allowing them to be equipped with the resources to grow their productivity. 

Job Description
 
Summary:
The Field Financing team is responsible for the back-office administration of Managing Partner and Managing Director loans, various allowance programs, and other special financing programs and reporting in support of the field force.  This team partners with internal stakeholders across the Field function and enterprise, as well as field CFOs, bookkeepers, field leaders, and Financial Representatives. 
 
Administers the team’s frontline production responsibilities with a keen focus on timeliness and accuracy.  Responsible for adding value to the team by exchanging useful information, providing feedback, contributing to a positive work environment, sharing their knowledge/expertise in team meetings and cross training of team members and maintaining positive relationships with team members. 
 
Primary Duties & Responsibilities:  

• • Primary responsibility will be supporting the Succession Loan Support Program (SLSP).
  • Manages many cases at a time, with case processing averaging 8-12 weeks per case.
  • Works as liaison among the Field Financing Team Sr. Program Manager, Practice Management Consultants, and partner banks to coordinate information sharing for the administrative processing of SLSP loans.
  • Ensure all details are accurate and complete before providing agreements to leadership for signature executing loan confirmation and funding.
  • Oversees team’s SLSP special purpose email box for SLSP loan activity.  Creates cases and resolves inquiries in an accurate and timely manner in accordance with the team’s established SLAs.
  • Participates in other loan related tasks such as processing with other loan programs, balancing and reconciliation activities.

 
Qualifications:

• • Associate degree with an emphasis in Accounting, Finance, or Business required.
  • Minimum 3 years of experience working with accounting/bookkeeping principles.
  • Experience working with loan processing and loan documentation is desired.
  • Ability to complete work with a high degree of accuracy while meeting deadlines.
  • Demonstrated skills in analytical problem solving, independent decision-making, and sound judgment in the application and communication of guidelines.
  • Work experience demonstrating superior written and oral communication skills to resolve sensitive questions regarding lending policies and procedures.
  • Ability to manage multiple assignments in a timely and quality manner.
  • Demonstrated computer experience with solid keyboarding skills and proficiency with Microsoft Office packages, including Excel.
  • Customer service experience preferred.
  •  

Knowledge of field financing programs and field distribution system preferred.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401k plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.  Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay Details: $28.00 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -us/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.