Financial Analyst
Financial Analyst
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Title: Financial Analyst (Income Desk)
Department: Operations
Reports To: VP Underwriting
PRIMARY FUNCTIONS: The Financial Analysts duties include a combination of income documentation review customer service and support to the Sales and Operations divisions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Work closely with Underwriting Account Executives and third-party vendors.
- Review for completeness and confirm borrower qualifying income based on review of bank statements tax returns paystubs 1099s and other income documentation as needed.
- Preparation of worksheets that are used by a wide audience.
- Gather documentation if missing from the package at submission.
- Certain administrative duties.
DESIRED PERSONAL CHARACTERISTICS:
- Detail oriented and committed to the highest quality
- Self-Starter with positive Can-Do attitude
- Works well under pressure and relishes the responsibility that comes with the job
- Problem solving and analysis
- Communication proficiency
- An open-minded individual that embraces change and innovation
JOB REQUIREMENTS:
- Bachelors degree in a business-related field.
- Knowledge of financial statements: bank statements cash flow analysis profit and loss statements 1099 W2 1040 etc.
- Excel Word and Outlook knowledge and experience.
- Real estate finance and accounting knowledge a plus.
- Ability to prioritize and multi-task.
- Ability to work well within a group setting.
- Must be a self-starter and willing to take on new responsibilities.
EDUCATION:
- Bachelors degree in a business-related field.
EXPERIENCE:
- Recent mortgage banking company or related financial institution a plus
PHYSICAL REQUIREMENTS:
- This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
