What are the responsibilities and job description for the Process Analyst position at Insight Global?
MUST HAVES:
- Financial background - (think bank teller, personal banker, someone who can read personal/business credit reports and statements and have a good understanding of what they're looking at)
- Willing to work 12pm-7pm EST
- Good customer service skills
- Good time management skills
- Tech Savvy - there is a proprietary tool they will learn during training
- 3 years of experience working in a professional environment.
- Thorough knowledge of lending processes and experience with financial institution products and service
- Proficiency in Microsoft Word, Excel, PowerPoint.
- Must have excellent interpersonal communication skills and the ability to be cooperative and positive
- Team oriented attitude with aspiration to meet team goals and expectations
PLUSES:
- Associate’s or Bachelor's Degree
Day to Day:
A client of Insight Global is looking to hire some Process Analysts. These people are strong professionals with expertise in loan processing. In this role, you will be responsible for performing customer verifications through various methods such as telephone, direct email, computer system access, or letter to check business and owner information. You will assist in preparing credit and business information necessary to establish credit limits, including factors such as the applicant’s company and personal information, third-party verifications, cash flow, and tax return data based on predetermined standards. You will maintain records of customer interactions and transactions, detailing inquiries, comments, actions taken, and follow-ups. Additionally, you will input data into the computer, record information as required, answer telephones, photocopy, fax, type letters, and handle other administrative tasks. You will support departmental staff in efficiently processing various activities involved in loan processing and customer service, and perform additional duties as assigned. You will also collaborate with the inside and outside sales team to deliver outstanding customer service, assisting customers with technical or product support. We need people with great communication skills who have used those skills to quickly and thoroughly process all types of commercial loans
Pay Rate: $19 - $25/hr based off qualifications, years of experience and education
Salary : $19 - $25
