Job description

Our Client, a Banking company, is looking for a Business Analyst (Level II) for their Charlotte, NC location. Responsibilities: • Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer. • Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards. • Process loan and collateral transactions • Reconcile Dealer Financial Services information with detail • Documenting new facilities, amending existing deals, and managing the closing process and due diligence requirements • Bank policies and procedures, to facilitate closings with the client • Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable rework. Requirements: • 2+ years' of data entry experience in a fast paced environment • Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts • Customer Focus • Analytical, Conceptual Thinking • Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures • Information Seeking (goes beyond questions that are routine or required in the job) • Ability to identify and escalate risk • Accountable, Takes Ownership • Highly Accurate • Quick learner with aptitude and ability to adjust to a dynamic technological environment • Excellent Communicator both oral and written • Excellent Organization • Excellent Time Management • Desired Skills: • Dealer Financial Services experience • Commercial credit fulfillment, servicing, operations or lending experience • Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent. • Other Qualifications: • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions. • Excels in working among diverse viewpoints to determine the best path forward. • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner. • Commitment to challenging the status quo and promoting positive change. Why Should You Apply? • Health Benefits • Referral Program • Excellent growth and advancement opportunities

Requirements

Must-haves

Our Client, a Banking company, is looking for a Business Analyst (Level II) for their Charlotte, NC location.
Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.
Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.
Process loan and collateral transactions
Reconcile Dealer Financial Services information with detail
Documenting new facilities, amending existing deals, and managing the closing process and due diligence requirements
Bank policies and procedures, to facilitate closings with the client
Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable rework.
2+ years' of data entry experience in a fast paced environment
Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts
Customer Focus
Analytical, Conceptual Thinking
Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures
Information Seeking (goes beyond questions that are routine or required in the job)
Ability to identify and escalate risk
Accountable, Takes Ownership
Highly Accurate
Quick learner with aptitude and ability to adjust to a dynamic technological environment
Excellent Communicator both oral and written
Excellent Organization
Excellent Time Management
Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent.

Nice-to-haves

Dealer Financial Services experience
Commercial credit fulfillment, servicing, operations or lending experience

Application prep

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Effort: medium