Entry Level Financial Analyst (New Grads In Finance)

- Entry Level

Highlands Ranch, CO

About the position

This position involves working off a monthly cycle, where from the 1st to the 10th of each month, the employee will receive Excel remittance files from the Mortgage Servicer detailing the activity of a group of loans for the prior month. The employee will load this information into the system and check for exemptions to ensure that payments align on both sides. They will also handle written communication with the Servicer to resolve any variances, which may involve obtaining documents and making changes on the Servicer's side. From the 10th to the 17th of the month, the employee will perform reconciliations of the data inputted in the first half of the month. On the 18th, they will receive a wire from the Servicer and must ensure it matches their records for payments. From the 18th through the end of the month, the employee will work on any unresolved issues.

Responsibilities

• Receive and process Excel remittance files from Mortgage Servicer from the 1st to the 10th of each month.
• Load information into the system and check for payment exemptions.
• Communicate with Servicer to resolve variances and discrepancies.
• Perform data reconciliations from the 10th to the 17th of the month.
• Verify wire transfers from the Servicer on the 18th and ensure they match internal records.
• Address any unresolved issues from the 18th to the end of the month.

Requirements

• Proficient in computer skills including Outlook, Excel, Word, and Access.
• Bachelor's Degree in Finance, Business, Mathematics, Economics, or a related field.
• Strong writing skills with proper grammar for communication with Servicers.
• Reliable Wi-Fi and a conducive work environment at home.
• Ambition to advance within the organization long-term.

Nice-to-haves

• Previous mortgage servicing experience.
• Experience with pivot tables and VLOOKUPs in Microsoft Excel.
• Familiarity with SBO.net (internal system).
• Experience in calculating loan payments.

Benefits

• Medical, dental & vision insurance.
• Critical Illness, Accident, and Hospital insurance.
• 401(k) Retirement Plan with pre-tax and Roth post-tax contributions.
• Voluntary Life Insurance & AD&D for the employee and dependents.
• Short and long-term disability insurance.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Paid Time Off (PTO), Vacation, or Sick Leave.