Lead Financial Analyst

hace 1 día


San Francisco, Heredia, Costa Rica World Business Lenders, Llc A tiempo completo

World Business Lenders, LLC provides flexible short-term commercial loans to a diverse customer base of small and medium-sized businesses in the United States that lack access to traditional funding. The typical work schedule is 9:00am-6:00pm Eastern Time, Monday through Friday, although working hours may vary based on operational requirements. Proficiency in both English and Spanish language is highly valued.

**About the Job**

The Lead Financial Analyst will be responsible for ensuring timely completion of critical tasks, processing loan disclosures efficiently, and meeting established Service Level Agreements (SLAs). This position requires exceptional communication with internal and external stakeholders, as well as proactive issue resolution. Collaboration with Sales, Underwriting, Valuation, and Closing departments is essential to ensure timely loan conditions submission, meet loan quality expectations, and minimize underwriting touches.

**Responsibilities:**

Act as a liaison between borrowers and internal departments.

  • Analyze business bank statements, financial statements, and ratios to conduct credit analyses.
  • Verify information with third parties via phone calls.
  • Develop financial models to support loan-level and portfolio performance analysis.
  • Prepare and verify loan documents for execution by the borrower.
  • Special projects and other duties as assigned.

**Requirements:**

**English Fluency**: Exceptional verbal and written communication skills are required. A Bachelor's Degree in Finance, Economics, or a related field is preferred. 2-4 years of experience as a Processor in a mortgage lending organization (residential or commercial) is necessary. Excellent customer service, time management, attention to detail, and analytical skills are essential.

**Benefits:**

  • Contract/Consultancy Position
  • 11 US Paid Holidays
  • Salary DOE ($60,000 - $80,000 per year)

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