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LoanStreet Inc. · 13 hours ago

Business Analyst

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

LoanStreet Inc. is a growing financial technology company focused on providing innovative solutions to institutional investors. The Investor Reporting Analyst will be responsible for preparing, reviewing, and distributing financial reports, as well as serving as a liaison between various teams to ensure client satisfaction and operational efficiency.

BankingFinanceFinancial ServicesFinTechLendingMarketplace

Growth Opportunities

Responsibilities

Actively participate in the monthly reporting process to ingest loan data and deliver timely accurate investor reports to hundreds of clients across a multitude of financial products

Maintain and update investor reporting templates, procedures, and documentation

Onboard new clients and historical information by reviewing file structures with the aim of fitting them into the framework of LoanStreet’s participations platform and standard reports

Engage with clients on an ongoing basis to fill in information gaps on existing data feeds

Manage Quality Assurance and Regression testing of LoanStreet’s Software and Reports

Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues

Identify opportunities for process improvement and increased reporting workflow efficiencies

Gather, reconcile, and validate data from various sources, using a suite of in house tools to assist in the preparation and review of customized monthly, quarterly, and annual investor reports

Triage support tickets, resolve discrepancies and address investor inquiries related to reporting

Provide platform training, basic report reviews and ongoing support to external clients

Qualification

Financial reportingData analysis toolsMicrosoft ExcelProject management toolsCRM SoftwareMulti-taskingWillingness to learnTechnology passionAttention to detailCommunication skills

Required

Bachelor's degree in Finance, Accounting, Business Administration, or a related field

2+ years of experience in financial reporting, loan servicing, or a related field

Proficiency in Microsoft Excel or other data analysis tools

Exceptional attention to detail and accuracy

Excellent written and verbal communication skills, with the ability to convey complex financial information clearly and concisely to both coworkers and clients

Proven ability to manage multiple tasks and meet tight deadlines

Familiarity with Jira or other project / task management tools

Experience with HubSpot, ServiceDesk or other CRM Software

Willingness to learn about complex financial instruments and how they behave

Passion for technology, experience with web apps and comfort with command lines