Financial Analyst - Entry Level

Robert Half - Greenwich, CT

Full-time - Entry Level

Greenwich, CT

Administrative and Support Services

About the position

We are seeking entry-level Financial Analysts for a growing organization in Greenwich, Connecticut. This position offers a contract-to-hire opportunity and involves various responsibilities related to customer loan applications and financial analysis.

Responsibilities

• Accurately process and handle customer loan applications.
• Maintain precise records of customer credit information.
• Address and resolve any customer inquiries or complaints promptly.
• Collaborate with sales representatives to ensure necessary documentation is obtained from the merchant.
• Allocate specific deals to the appropriate lender.
• Assist lenders in setting up new deals.
• Evaluate risk factors and conduct thorough background checks and credit pulls for merchants.
• Work closely with banking partners and clients to ensure all required documentation is complete.
• Draft contracts for new deals and guide clients through bank verification processes.
• Monitor customer accounts and take necessary action based on account status.

Requirements

• Possess a minimum of 1 year of experience in the finance consulting industry.
• Proficiency in Microsoft Excel for financial modeling and analysis.
• Knowledge of Loan Products, including understanding of their structure and terms.
• Ability to perform computer data entry tasks with high level of accuracy.
• Strong skills in financial analysis to interpret financial data and provide insights.
• Bachelor's degree in Finance, Accounting, or related field.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan