Job Information
Robert Half Financial Analyst - Entry Level in Greenwich, Connecticut
Description
We are inviting applications for the entry-level Financial Analysts for a growing organization located in Greenwich, Connecticut. This role offers a contract to hire employment opportunity and will involve tasks such as maintaining customer records, and resolving customer inquiries, among other responsibilities.
Key responsibilities:
• Accurately process and handle customer loan applications. • Maintain precise records of customer credit information. • Address and resolve any customer inquiries or complaints promptly. • Collaborate with sales representatives to ensure necessary documentation is obtained from the merchant. • Allocate specific deals to the appropriate lender. • Assist lenders in setting up new deals. • Evaluate risk factors and conduct thorough background checks and credit pulls for merchants. • Work closely with banking partners and clients to ensure all required documentation is complete. • Draft contracts for new deals and guide clients through bank verification processes. • Monitor customer accounts and take necessary action based on account status.
Requirements
We are inviting applications for the entry-level Financial Analysts for a growing organization located in Greenwich, Connecticut. This role offers a contract to hire employment opportunity and will involve tasks such as maintaining customer records, and resolving customer inquiries, among other responsibilities.
Key responsibilities:
• Accurately process and handle customer loan applications. • Maintain precise records of customer credit information. • Address and resolve any customer inquiries or complaints promptly. • Collaborate with sales representatives to ensure necessary documentation is obtained from the merchant. • Allocate specific deals to the appropriate lender. • Assist lenders in setting up new deals. • Evaluate risk factors and conduct thorough background checks and credit pulls for merchants. • Work closely with banking partners and clients to ensure all required documentation is complete. • Draft contracts for new deals and guide clients through bank verification processes. • Monitor customer accounts and take necessary action based on account status.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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