Associate Analyst

Job Description

Job Description:

We are seeking a detail-oriented Associate Analyst to support a specialized financing program within a financial services organization. This role is part of a team that provides financing solutions to a field sales force, helping advisors and business leaders access the resources needed to grow and support their practices.

The primary focus of this position will be supporting a succession loan program, ensuring loan-related documentation, communications, and processing activities are completed accurately and efficiently. This is an excellent opportunity for someone with strong administrative skills, financial acumen, and a passion for delivering exceptional service in a fast-paced, process-driven environment.

Key Responsibilities

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• Support the administration of a succession loan program, managing multiple active cases simultaneously.
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• Coordinate with internal program managers, business partners, consultants, and financial institutions to facilitate loan processing and information sharing.
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• Review loan documentation for completeness and accuracy before routing for approval and funding.
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• Monitor and manage a shared team email inbox, responding to inquiries and creating cases within established service-level agreements.
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• Track loan applications through the approval and funding process, ensuring timely completion of required steps.
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• Assist with loan-related administrative tasks, reconciliations, and reporting activities.
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• Maintain accurate records and documentation while adhering to established policies and procedures.
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• Provide exceptional customer service to both internal and external stakeholders.
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Required Qualifications

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• Associate degree in Accounting, Finance, Business, or a related field; equivalent experience will be considered.
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• Minimum 3 years of experience working with accounting, bookkeeping, financial operations, loan administration, or similar business support functions.
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• Strong attention to detail and ability to maintain a high degree of accuracy.
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• Demonstrated analytical problem-solving and sound decision-making skills.
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• Excellent written and verbal communication skills.
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• Proficiency with Microsoft Office, including Excel.
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• Ability to manage multiple assignments and deadlines simultaneously.
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• Strong administrative and organizational skills.
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Preferred Qualifications

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• Experience with loan processing, loan servicing, or loan documentation.
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• Understanding of loan terminology and financial documentation.
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• Customer service experience.
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• Experience working with templates, forms, and process-driven workflows.
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• Experience supporting financial services, banking, or lending operations.
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What Will Make You Successful

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• Ability to work independently and manage a high volume of cases.
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• Strong organizational and follow-through skills.
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• Commitment to accuracy, timeliness, and high-quality customer service.
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• Comfort working within structured processes and procedures.
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• Ability to collaborate effectively with multiple stakeholders and business partners.
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