Note: The job is a remote job and is open to candidates in USA. SUCCESS® Lending is a company focused on transforming the mortgage experience with a commitment to service and partnerships. The Treasury Analyst will ensure timely and accurate funding and settlements of new loans, requiring strong analytical and communication skills.
Responsibilities
- Communicate with Funding Operations to fund loans on warehouse lines
- Perform in depth analysis on warehouse line funding
- Work with warehouse banks and investors in settling loans
- Report creation and building to completion
- Ensure reconciliation of all funding/settlements/accounts
- Create and maintain a system of policies and procedures that impose an adequate level of control over Treasury activities
- Perform wire desk duties including daily reconciliation
- Ad Hoc reporting
- Other duties as assigned
Skills
- Excellent communication skills
- Strong analytical skills with an excellent math aptitude for planning, prioritization, and detailed oriented skills
- Effective time management skills coupled with the ability to follow through on commitments, meet deadlines, and drive results
- Emphasis on MS Office, specifically strong excel skills required including V-lookup, pivot tables, If/And statements, nested formulas
- Comfortable using different software systems
- Represent the company in a professional manner in all interactions with leaders, colleagues, and vendors
- Work well in a fast-paced dynamic department
- Ability to multitask
- Possess strong written and verbal communication skills
- Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship
- 1-2 years Mortgage experience and loan life cycle knowledge is preferred
- Bachelor's degree or equivalent work experience in a relevant field
Company Overview