Associate Analyst

We are seeking a detail-oriented Associate Analyst to support a specialized financing program within a financial services organization. This role is part of a team that provides financing solutions to a field sales force, helping advisors and business leaders access the resources needed to grow and support their practices.

The primary focus of this position will be supporting a succession loan program, ensuring loan-related documentation, communications, and processing activities are completed accurately and efficiently. This is an excellent opportunity for someone with strong administrative skills, financial acumen, and a passion for delivering exceptional service in a fast-paced, process-driven environment.

Key Responsibilities

• Support the administration of a succession loan program, managing multiple active cases simultaneously.
• Coordinate with internal program managers, business partners, consultants, and financial institutions to facilitate loan processing and information sharing.
• Review loan documentation for completeness and accuracy before routing for approval and funding.
• Monitor and manage a shared team email inbox, responding to inquiries and creating cases within established service-level agreements.
• Track loan applications through the approval and funding process, ensuring timely completion of required steps.
• Assist with loan-related administrative tasks, reconciliations, and reporting activities.
• Maintain accurate records and documentation while adhering to established policies and procedures.
• Provide exceptional customer service to both internal and external stakeholders.

Required Qualifications

• Associate degree in Accounting, Finance, Business, or a related field; equivalent experience will be considered.
• Minimum 3 years of experience working with accounting, bookkeeping, financial operations, loan administration, or similar business support functions.
• Strong attention to detail and ability to maintain a high degree of accuracy.
• Demonstrated analytical problem-solving and sound decision-making skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office, including Excel.
• Ability to manage multiple assignments and deadlines simultaneously.
• Strong administrative and organizational skills.

Preferred Qualifications

• Experience with loan processing, loan servicing, or loan documentation.
• Understanding of loan terminology and financial documentation.
• Customer service experience.
• Experience working with templates, forms, and process-driven workflows.
• Experience supporting financial services, banking, or lending operations.

What Will Make You Successful

• Ability to work independently and manage a high volume of cases.
• Strong organizational and follow-through skills.
• Commitment to accuracy, timeliness, and high-quality customer service.
• Comfort working within structured processes and procedures.
• Ability to collaborate effectively with multiple stakeholders and business partners.