About the position
We are seeking a dedicated Data Analyst to manage and analyze large loan portfolios, ensuring accurate bond and loan calculations from extensive legal documents. The role involves uploading data into an Access-like database and managing transactions, balancing daily cash, and reporting on monthly and quarterly cash positions for loan holders and investors. This position is a headcount addition aimed at business growth.
Responsibilities
• Extract bond and loan calculations from large legal documents.
• Upload data into an Access-like database.
• Manage large loan portfolios, some exceeding $1 billion.
• Facilitate the buying and selling of loan portions to numerous investors.
• Balance and reconcile daily cash transactions.
• Report on monthly and quarterly cash positions for loan holders and investors.
• Ensure data accuracy by pulling client information from documents.
Requirements
• BA or BS in Business, Mathematics, Computer Science, Finance, or Statistics.
Nice-to-haves
• Experience in an analytical role or at a bank is beneficial.
Benefits
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Apply Now
Apply Now