Guidehouse
Public Sector Financial Services
SettlementAssociateAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Settlement Associate Analyst at Guidehouse. Skills: Settlement, Analysis, Documentation. Daily review and analysis of loan settlement. Review wire documents”
Industry & Context.
problem-solving skills
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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