Field Financial Support Analyst

Northwestern Mutual

100d • $21 - $32

About The Position

The Field Financing team is responsible for the back-office administration of Managing Partner and Managing Director loans, various allowance programs, and other special financing programs and reporting in support of NM’s field force. This team partners with internal stakeholders across the Career Distribution function and the NM enterprise, as well as field CFOs, bookkeepers, field leaders, and Financial Representatives. Administers the team’s frontline production responsibilities with a keen focus on timeliness and accuracy. Responsible for adding value to the team by exchanging useful information, providing feedback, contributing to a positive work environment, sharing their knowledge/expertise in team meetings and cross training of team members and maintaining positive relationships with team members.

Requirements

• Associate degree with an emphasis in Accounting, Finance, or Business required.
• 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 in the application and communication of guidelines.
• Work experience demonstrating superior written and oral communication skills to resolve sensitive and complex questions regarding agency income and individual’s compensation.
• 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

• Customer service experience preferred.
• Knowledge of field financing programs and NM’s field distribution system preferred.

Responsibilities

• Entering new loan requests, loan changes, processing manual loan repayments, disbursing loans or refunds to the field, completing accounting paperwork, and providing written communication to the field regarding loan activity.
• Receiving and reviewing Financial Representatives loan contracts for proper budget amounts, loan limits, and required approvals.
• Processing new loan requests, changes, and cash repayments.
• Completing accounting paperwork and performing necessary balancing.
• Receiving and reviewing payment documentation submitted for all supported allowance programs, assuring that proper payment authorizations are secured, and that department standards and guidelines are followed.
• Overseeing team’s special purpose email box.
• Creating cases and resolving inquiries in an accurate and timely manner in accordance with the team’s established SLAs.
• Administering Managing Director and District Director changeovers: Responsible for accurate and timely loan and allowance administration.
• Coordinating, preparing, and overseeing all necessary communications with field CFOs, bookkeepers, and internal stakeholders.
• Participating in project work and other initiatives that revolve around the department operating goals.

Benefits

• Equal opportunity employer who welcomes and encourages diversity in the workforce.
• Commitment to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

What This Job Offers

• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees