Job Description

Seeking a Loan Reporting Analyst for a Financial Services Firm in South Florida! This individual will be responsible for performing loan reporting and monitoring functions to support the firm's financing efforts. The Loan Reporting Analyst will be responsible for managing all aspects of loan servicing operations, ensuring accuracy, compliance, and efficiency in processing loan transactions.

Responsibilities

• Perform quality control reviews of underwriting and findings
• Monitor performance and carryout servicing functions
• Analyze borrower tax transcripts and financial condition to create strategic decisions
• Communicate with borrowers and vendors regularly on account status
• Create balance statements, communicate payment activities with accounting, borrowers and client
• Process quality control reports and resolve exceptions to aide in monitoring portfolio performance
• Handle day-to-day servicing objectives, including updates to databases and documenting recent activities
• Monitor and ensure that borrowers properly complete required quarterly filings
• Collect and review borrower annual income tax returns
• Assess fraud and bad debt risk throughout the duration of the loan
• Deliver related reports and records as directed

Qualifications

• Bachelor’s degree in Finance or a related business field
• 2+ years of experience in the financial services industry
• Commercial lending or monitoring experience with a focus on small business loans
• Strong critical thinking, reasoning and problem-solving skills with exceptional attention to detail
• Strong Excel skills required

"Ascendo is a certified minority owned staffing firm, we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service or any non-merit factor.”

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