Guidehouse

Public Sector Financial Services

SettlementAssociateAnalyst

San Antonio, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Settlement Associate Analyst at Guidehouse. Skills: Settlement, Analysis, Documentation. Daily review and analysis of loan settlement. Review wire documents”

Industry & Context.

Public Sector Financial Services
Problems you'll solve

problem-solving skills

Eligibility Requirements

Ability to Obtain Public Trust, Travel up to 10%

What They're Looking For.

Must Have

High School diploma or GED, 1 year of banking or financial experience, Technically proficient in Microsoft Office solutions, Ability to obtain a Public Trust

Nice to Have

communication and problem-solving skills, High attention to detail, Ability to work in a collaborative environment, Knowledge of SBA lending, SBA 7a Secondary Market, SBA Form 1502 reporting

What You'll Do.

Daily review and analysis of loan settlement

Review wire documents

Prepare departmental statistics

Review settlement documents

Perform quality assurance functions

Certificate Issuance of SBA 7A loan certificates

Certificate Issuance of SBA 7A COOF

Develop internal relationships

Communicate with external clients

How You'll Work.

Team & Collaboration

Develop internal relationships with various Fiscal Transfer Agents; Work in a collaborative environment

Communication Scope

Communication with external clients via email and/or phone call

Full Job Description

**_Job Family_ :** Administration Support and Clerical ** _Travel Required_ :** Up to 10% **_Clearance Required_ :** Ability to Obtain Public Trust Job Posting ** _What You Will Do_ :** As a **Settlement Associate Analyst** on our Public Sector Financial Services team, you will be responsible for tasks including but not limited to: * Daily review and analysis of loan settlement and wire documents, the preparation of weekly and monthly departmental statistics * Review settlement documents and related quality assurance functions * Certificate Issuance of the physical SBA 7A loan certificates, which includes laser printing of physical certificates * Certificate Issuance of the physical SBA 7A Confirmation Of Originator Fee (COOF) – includes laser printing of physical certificates * Develop internal relationships with various Fiscal Transfer Agents (FTA) and departments * Communication with eternal clients via email and/or phone call * Ability to work in a collaborative and fast paced environment * Work in a detailed and organized manner * Focus on many tasks daily and be able to process under structured processing deadlines * Team player mindset and also the ability to work independently ** _What You Will Need_ :** * High School diploma or GED * A minimum of one (1) year of banking or financial experience * Technically proficient in Microsoft Office solutions, specifically Excel, Outlook, Word, and SharePoint * Ability to obtain a Public Trust ** _What Would Be Nice To Have_ :** * Strong communication and problem-solving skills * High attention to detail * Ability to work in a collaborative environment * Knowledge of SBA lending, SBA 7a Secondary Market or SBA Form 1502 reporting is a plus. #LI-DNI ** _What We Offer_ :** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Visio

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