Associate Analyst - Hybrid

Northwestern Mutual•Milwaukee, WI

4d•Hybrid

About The Position

This role is part of the Field Financing team, responsible for the back-office administration of various loan and allowance programs. The ideal candidate will administer the team's frontline production responsibilities with a keen focus on timeliness and accuracy, partnering with internal stakeholders, field leaders, and Financial Representatives.

Requirements

Associate degree with an emphasis in Accounting, Finance, or Business
Minimum 3+ years of experience working with accounting/bookkeeping principles
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
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

Nice To Haves

Experience working with loan processing and loan documentation
Customer service experience
Knowledge of field financing programs and the client's field distribution system

Responsibilities

Support the client's Succession Loan Support Program (SLSP)
Manage many cases at a time, with case processing averaging 8-12 weeks per case
Work as a liaison among the Field Financing Team, consultants, and partner banks to coordinate information sharing for the administrative processing of loans
Ensure all details are accurate and complete before providing agreements to leadership for signature executing loan confirmation and funding
Oversee the team's special purpose email box for loan activity, creating cases and resolving inquiries in an accurate and timely manner
Participate in other loan-related tasks such as processing with other loan programs, balancing, and reconciliation activities

Benefits

Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years
The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years
Access to an experienced, caring recruiting team (more than 7 years of experience, on average)
Behavioral Health Platform
Medical, Dental, Vision
Health Savings Account
Voluntary Hospital Indemnity (Critical Illness & Accident)
Voluntary Term Life Insurance
401K
Sick Pay (for applicable states/municipalities)
Commuter Benefits (Dallas, NYC, SF, and Illinois)