Treasury Operations Associate

Ascent•San Diego, CA

About The Position

Ascent is a leading provider of innovative financial products and student support services that enable more students to access education and achieve academic and economic success. Everything Ascent offers is designed with the best-in-class teams and technology to increase every student's ability to plan, pay, and succeed in their education and career. Ascent's planning tools and financing resources are co-created by students for those in college, graduate school, and career training programs. Ascent offers financial wellness education, student success services, and one-on-one and digital career coaching that put students' academic and professional goals within reach. Ascent has been widely recognized for its strong culture – named “Best Places to Work” by the San Diego Business Journal for the past 5 years – and as an industry leader – named “Best Student Loan” by NerdWallet for the past 3 years. The Treasury Operations Associate will report to the Treasury Manager and will be responsible for daily operational support of treasury and capital markets functions. This includes loan disbursement, purchase, sale processes, and monthly reporting responsbilities. This includes working with Ascent’s originating bank partners and loan buyers. The Associate will have responsibilities related to Ascent’s student and consumer loan products. This is a multi-faceted position that works closely with different business units including Accounting, Loan Operations, Data Engineering, and Finance. The position requires strict attention to detail and the ability to manage deadlines.

Requirements

Bachelor’s degree in Accounting, Finance, or related field.
3+ years of treasury, capital markets, or related experience.
Excellent skills in Microsoft Office Suite, in particular Microsoft Excel.
Ability to solve problems and resolve conflicts to achieve a positive outcome.
Ability to work independently in a team environment without close supervision.
Excellent time management and organizational skills, as well as attentiveness to details and a commitment to follow up.
Ability to effectively manage several tasks in a fast-paced environment.
Willingness/ability to work extra hours when faced with tight deadlines.
Candidate must reside in the United States to be considered for this position.

Nice To Haves

Experience with student or consumer loans.
SQL or other experience working with large datasets.
Experience or interest in process automation using Python, VBA, Domo, or other tools.
Advanced degree, CFA, or other relevant certification.

Responsibilities

Execute loan acquisition and sale processes to include creating funding requests and other transaction documents.
Reconcile loan servicing data and sale transaction documents.
Prepare monthly reporting to loan investors.
Perform scenario analysis combining loan volume forecasts and loan sale sizing.
Work proactively to improve process automation and operational efficiencies.
Document policies, procedures, and workflow for assigned areas of responsibility.
Perform ad-hoc analysis and contribute to special projects as assigned.