Financial Analyst (HIMP) – Home Improvement Loans
About The Position
Victors Home Solutions is seeking a Financial Analyst (HIMP) for their Home Improvement Loans department. This is a full-time, customer-facing role focused on managing home improvement loan accounts throughout the sales and installation lifecycle. The ideal candidate will have experience in a sales-facing or account management role, be comfortable reviewing contracts and customer information, and have experience working in CRM and business systems. This position requires strong account management, attention to detail, communication, problem-solving, and the ability to work closely with Sales and Operations teams. Victors Home Solutions is a large home improvement company in the Midwest known for premium products, warranties, and excellent customer experience.
Requirements
- Availability to work a Monday through Friday schedule of 8:00am to 5:00pm
- Experience in a sales-facing, account management, customer service, or sales support role
- Experience managing customer accounts or transactions from initiation through completion
- Experience reviewing contracts, customer agreements, loan documents, or other financial/customer documentation
- Experience using CRM systems and other business applications to manage customer or account information
- Strong attention to detail and ability to identify discrepancies or missing information
- Excellent communication and relationship-building skills
- Ability to collaborate effectively with Sales, Operations, and Finance teams
- Strong organizational skills with the ability to manage multiple accounts and priorities
- Comfortable working with data and using information to identify issues and drive solutions
- Strong problem-solving skills and the ability to follow an issue through to resolution
- Ability to communicate financial and account information in a way that is easy for sales and operational teams to understand
Nice To Haves
- Experience in home improvement financing, consumer lending, or a similar industry is a plus
Responsibilities
- Manage and monitor assigned home improvement loan accounts, ensuring accurate and timely information throughout the customer lifecycle
- Partner closely with Sales, Account Management, Operations, and Finance teams to resolve account, contract, and financing discrepancies
- Review customer contracts, loan information, transaction details, and account documentation for accuracy and completeness
- Analyze customer and job-level information throughout the sales and installation lifecycle
- Review and manage account information across CRM, loan, financial, and business applications
- Identify discrepancies or inconsistencies between systems and work with internal teams to resolve them
- Serve as a key point of contact between Sales and internal financing/account teams, helping ensure loan and account information moves accurately through the process
- Track account activity, customer financing information, and outstanding items to ensure timely resolution
- Build and maintain reports, dashboards, and tracking tools used to monitor account activity and performance
- Translate account, financing, and operational information into clear, actionable information for Sales and Operations leaders
- Communicate with internal teams and, when needed, customers to clarify account or financing-related questions
- Identify opportunities to improve processes, reduce errors, and create a better experience for both customers and sales teams
- Maintain accurate records and protect confidential customer and financial information
Benefits
- Competitive salary based on experience
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) with match
- Paid time off
- Paid Holidays (8)
- Referral bonus
- Employee discount
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
