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Bellwether · 4 days ago

Analyst, Treasury Management

Dallas, TX

Full-time

Onsite

Mid Level

3+ years exp

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. The Analyst, Treasury Management will oversee a portfolio of commercial real estate debt investments, maintain complex financial analyses, and create monthly reports while coordinating with the treasury department for cash management functions.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Assist with new portfolio and loan level onboarding within Bellwether’s proprietary loan servicing system

Monitor reserve and escrow accounts and perform routine escrow analysis

Create, reconcile and review billing, partial paydown and payoff statements along with remittance reports

Coordinate with treasury department for daily cash management functions

Reconcile bank accounts on a daily basis

Apply payments received to appropriate invoices

Coordinate payments for property taxes and insurance; and

Perform additional ad-hoc analysis, as needed

Qualification

Loan managementFinancial analysisCommunicationProblem-solvingDependabilityTeamworkInitiative

Required

A minimum of 3 years' relevant experience

Bachelor's degree required, preferably in Business or related field

Ability to read and analyze loan agreements

Proven ability to initiate ideas and implement new processes

Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services

Self-directed, takes initiative and responsibility, ensures completion of tasks

Excellent verbal and written communication skills; strong listening and interpersonal skills

Highly effective at preparing and presenting information

Acts with honesty and integrity and maintains confidentiality, adheres to company policies

Promotes a collaborative and productive work environment

Demonstrates team building, support, and respect

Preferred

Loan management experience preferred

Client-facing experience preferred

Certification preferred

Benefits

Employer-paid Medical, Dental & Vision, with buy-up options available

Flexible Spending Account, Health Savings Account

Carrot Fertility Benefit - $10,000 lifetime benefit

401k company match 4%, immediately vested

Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure

14 weeks Maternity Leave & 12 weeks Parental Leave

Wellbeing program offerings

Cell phone reimbursement

Engaging team events & holiday parties

Company

Bellwether

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value.

Founded in 2013

El Segundo, California, USA

51-200 employees

https://www.bellwetheram.com

H1B Sponsorship

Bellwether has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (1)

2022 (1)

2020 (2)