M&A Analyst/Associate focusing on renewable energy transactions, from analysis to closing. Collaborating on financial modeling and working closely with clients and senior consultants in a hybrid role.
About the role
- Bilingual Credit Analyst handling dealership customer applications for a financial services company. Ensuring compliance and delivering superior customer service in a remote environment.
Responsibilities
- Handle Phone Calls: You will spend majority of your time signed on to our phone system, handling phone calls from stakeholders.
- Review, validate and verify information through document review, internet searches and phone calls to quickly fund compliant deals.
- Provide a high level of customer service to maintain relationship with our stakeholders.
- Resolve and document dealer inquiries not related to the funding process.
- Keep the dealer’s pipeline open by managing any license, title, audit and inventory issues.
- Welcome and onboard new dealers by offering initial funding assistance.
- All other duties as assigned. Attendance as required by department.
Requirements
- Proficiency in spoken and written Spanish.
- Proficiency in Microsoft Word, Excel and Outlook.
- Remain compliant with our policies, processes and legal requirements.
- Work Saturday shifts with an offsetting flex day during regular work week (non-peak season) as well as mandatory overtime during peak season (January thru April) and during month end (last calendar working day of any month).
Benefits
- Excellent benefits package that includes 401(K) match
- Adoption assistance
- Parental leave
- Tuition reimbursement
- Comprehensive medical/dental/vision
- Many nonstandard benefits that make us a Great Place to Work
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