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    Account Analyst - Wilmington, United States - FORT POINT LLC

    FORT POINT LLC
    FORT POINT LLC Wilmington, United States

    2 weeks ago

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    Description

    Job Description

    Job DescriptionACCOUNT ANALYST

    Work with one of the nations leading financial services company offering financial services to millions of customers nationwide. We are seeking an Account Analyst to provide routine and clerical support for the Income Linked Lending Pilot

    Responsibilities include:
    • Audit payment transaction entries and transmissions – detect and correct errors, managing to a 0% error rate
    • Prepare reports summarizing product enrollment and maintenance rates
    • Type correspondence and transaction documents
    • Review invoices in multiple systems for accuracy – we will only receive (and have received) one invoice – do we need this one?
    • Review and reconcile vendor statements
    • Work with vendors as well as internal team members to resolve issues
    • Handle stop payment and void check requests
    • Assist with processing of returned payments
    • Track errors, summarize findings, and recommend solutions to reduce errors
    • Other Special Project work as needed Hybrid Work Location: onsite at Wilmington, Delaware office at least 2 days per week

    Top 3 skills:
    • Expert using excel func ons (pivot tables, vlookups, formulas/data calcula ons etc.)
    • Strong analytical skills to identify and troubleshoot issues in payment systems.
    • Ability to clearly communicate verbally to team members and branch managers, as well as possibly customers
    • Synthesize findings in writing and make recommendations for procedural changes.
    These would be nice to have
    • Basic understanding of SQL / ability to run simple queries
    • Familiarity using communication and collaboration tools like Slack, Microsoft Teams, or Confluence.

    Mandatory Skills
    • High School Diploma or GED
    • Strong communication skills, both oral and written
    • Well developed analytical skills
    • Intermediate knowledge of Microsoft Office – Word and Excel
    • Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions etc)
    • High level of motivation to deliver results.
    • Demonstrated ability to accomplish results in a team ­based environment
    • Ability to build relationships and partnerships

    Desired Skills: Bachelor's degree related to business and at least one year of relevant work experience
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