Settlement Associate Analyst
About The Position
As a Settlement Associate Analyst on our Public Sector Financial Services team, you will be responsible for tasks including but not limited to: Daily review and analysis of loan settlement and wire documents, the preparation of weekly and monthly departmental statistics Review settlement documents and related quality assurance functions Certificate Issuance of the physical SBA 7A loan certificates, which includes laser printing of physical certificates Certificate Issuance of the physical SBA 7A Confirmation Of Originator Fee (COOF) – includes laser printing of physical certificates Develop internal relationships with various Fiscal Transfer Agents (FTA) and departments Communication with eternal clients via email and/or phone call Ability to work in a collaborative and fast paced environment Work in a detailed and organized manner Focus on many tasks daily and be able to process under structured processing deadlines Team player mindset and also the ability to work independently
Requirements
- High School diploma or GED
- A minimum of one (1) year of banking or financial experience
- Technically proficient in Microsoft Office solutions, specifically Excel, Outlook, Word, and SharePoint
- Ability to obtain a Public Trust
Nice To Haves
- Strong communication and problem-solving skills
- High attention to detail
- Ability to work in a collaborative environment
- Knowledge of SBA lending, SBA 7a Secondary Market or SBA Form 1502 reporting is a plus.
Responsibilities
- Daily review and analysis of loan settlement and wire documents
- Preparation of weekly and monthly departmental statistics
- Review settlement documents and related quality assurance functions
- Certificate Issuance of the physical SBA 7A loan certificates, which includes laser printing of physical certificates
- Certificate Issuance of the physical SBA 7A Confirmation Of Originator Fee (COOF) – includes laser printing of physical certificates
- Develop internal relationships with various Fiscal Transfer Agents (FTA) and departments
- Communication with eternal clients via email and/or phone call
- Ability to work in a collaborative and fast paced environment
- Work in a detailed and organized manner
- Focus on many tasks daily and be able to process under structured processing deadlines
- Team player mindset and also the ability to work independently
Benefits
- Medical, Rx, Dental & Vision Insurance
- Personal and Family Sick Time & Company Paid Holidays
- Position may be eligible for a discretionary variable incentive bonus
- Parental Leave
- 401(k) Retirement Plan
- Basic Life & Supplemental Life
- Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
- Short-Term & Long-Term Disability
- Tuition Reimbursement, Personal Development & Learning Opportunities
- Skills Development & Certifications
- Employee Referral Program
- Corporate Sponsored Events & Community Outreach
- Emergency Back-Up Childcare Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
