Settlement Associate Analyst
Job Family: Administration Support and Clerical
Travel Required:
Clearance Required:
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 & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
About Guidehouse
Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at [email protected]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or [email protected]. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact [email protected]. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
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