Treasury Operations Analyst

VirtualVocations
San Francisco, US
On-siteCareer-pivot friendly

Why this role

Pace
Steady
Collaboration
Low
Autonomy
Medium
Decision Impact
Individual
Role Level
Individual Contributor
Career Pivot Friendly
Welcomes transferable skills

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • managing loan disbursements
  • accurate record keeping
  • pipeline loan data analysis
Typical background
Bachelor's degree in business, finance, economics, or mathematics2-4 years of relevant experience

Transferable backgrounds

  • Coming from accountant
  • Coming from financial analyst

Skills & requirements

Required

Loan OriginationBank ReconciliationsFinancial AnalysisMicrosoft Office Proficiency

Preferred

Loan Origination ProcessCapital Markets Knowledge

Stack & domain

Microsoft OfficeLoan OriginationCapital MarketsQuantitative SkillsMathematical And Statistical ConceptsCommunicationTeamworkProblem-solvingAdaptabilityProject ManagementFinanceTreasury OperationsLoan ManagementFinancial AnalysisRecord Keeping

About the role

Original posting from VirtualVocations

Treasury Operations Analyst, responsible for managing day-to-day financial operations related to loan originations and reconciliations in a full-time position. Key Responsibilities Manage daily financial operations for loan origination, purchases, and dispositions Perform bank reconciliations and ensure accuracy of loan disbursement activities Analyze and maintain records of payments, disbursements, and pipeline loan data Required Qualifications Bachelor's degree in business, finance, economics, or mathematics with 2-4 years of relevant experience Working knowledge of the loan origination process and capital markets Strong quantitative skills with a solid grounding in mathematical and statistical concepts Advanced proficiency in Microsoft Office applications Demonstrated ability to adapt quickly to new situations

Source: VirtualVocations careers

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