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Chase · 1 month ago

Finance & Business Management - Associate - Home Lending Production Operations

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Entry Level

2+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team to prepare monthly reporting, build budget forecasts, and manage technology initiatives to increase efficiency in home lending operations.

BankingFinancial Services

Responsibilities

Prepare headcount and expense forecasts for a department in Home Lending Operations, including monthly updates to finance and capacity plans

Prepare capacity plans: track productivity drivers in operations functions, calculate required headcount based on forecasted loan volumes, attend meetings with department leaders to understand these drivers and plan for headcount changes

Provide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecast

Vendor (third party) expenses: load vendor expenses to budget, prepare monthly reporting, track invoices, and process monthly expense accruals for the business

Collaborate effectively with team members and present to team leaders (Vice President, Executive Director) and Ops department leaders

Ability to contribute to projects from leadership, participate effectively in meetings with peer associates, and respond quickly to feedback/assignments

Support business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunities

Leverage AI/LLM (Large Language Models, similar to ChatGPT) in your daily tasks

Qualification

Financial AnalysisExcelData VisualizationEnterprise Financial SoftwarePowerPoint PresentationsCorporate FPAExcel MacrosVBA LiteracyAlteryx WorkflowsMS Office Proficiency