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Settlement Associate Analyst

Guidehouse

Settlement Associate Analyst

As a Settlement Associate Analyst on our Public Sector Financial Services team, you will be responsible for tasks including but not limited to:

  • Daily review and analysis of loan settlement and wire documents, the preparation of weekly and monthly departmental statistics
  • Review settlement documents and related quality assurance functions
  • Certificate Issuance of the physical SBA 7A loan certificates, which includes laser printing of physical certificates
  • Certificate Issuance of the physical SBA 7A Confirmation Of Originator Fee (COOF) includes laser printing of physical certificates
  • Develop internal relationships with various Fiscal Transfer Agents (FTA) and departments
  • Communication with external clients via email and/or phone call
  • Ability to work in a collaborative and fast paced environment
  • Work in a detailed and organized manner
  • Focus on many tasks daily and be able to process under structured processing deadlines
  • Team player mindset and also the ability to work independently

What You Will Need:

  • High School diploma or GED
  • A minimum of one (1) year of banking or financial experience
  • Technically proficient in Microsoft Office solutions, specifically Excel, Outlook, Word, and SharePoint
  • Ability to obtain a Public Trust

What Would Be Nice To Have:

  • Strong communication and problem-solving skills
  • High attention to detail
  • Ability to work in a collaborative environment
  • Knowledge of SBA lending, SBA 7a Secondary Market or SBA Form 1502 reporting is a plus.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

  • Medical, Rx, Dental & Vision Insurance
  • Personal and Family Sick Time & Company Paid Holidays
  • Position may be eligible for a discretionary variable incentive bonus
  • Parental Leave
  • 401(k) Retirement Plan
  • Basic Life & Supplemental Life
  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
  • Short-Term & Long-Term Disability
  • Tuition Reimbursement, Personal Development & Learning Opportunities
  • Skills Development & Certifications
  • Employee Referral Program
  • Corporate Sponsored Events & Community Outreach
  • Emergency Back-Up Childcare Program

About Guidehouse:

Guidehouse is an Equal Opportunity EmployerProtected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or View email address on click.appcast.io. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Guidehouse
Vacancy posted 1 day ago
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