Analyst, Financial Operations

Customers Bancorp
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 3-7 yearsEducation: bachelorsSkills: ["Analytical thinking","Organizational skills","Problem-solving","Attention to detail","Communication"]

Support the servicing and operational integrity of a commercial loan and lease portfolio by managing payment processing, cash application, reconciliations, invoicing, payoffs, and end-of-term activities. Prepare customer payoff quotes and support month/quarter/year-end close with account analyses and operational reporting. Assist with audits, improve internal controls, and serve as a backup administrator for the servicing platform while leveraging automation and AI-powered tools to enhance efficiency.

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Customers Bancorp
Customers Bancorp
16 hours ago

Analyst, Financial Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Support the servicing and operational integrity of a commercial loan and lease portfolio by managing payment processing, cash application, reconciliations, invoicing, payoffs, and end-of-term activities. Prepare customer payoff quotes and support month/quarter/year-end close with account analyses and operational reporting. Assist with audits, improve internal controls, and serve as a backup administrator for the servicing platform while leveraging automation and AI-powered tools to enhance efficiency.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Manage daily servicing of commercial loan and lease portfolios, including payment processing, cash application, reconciliations, and exception resolution.
  • •Generate and process EFT files and other payment transactions with accuracy and timeliness.
  • •Administer accounts receivable tasks such as invoicing, collections support, billing adjustments, and payment research.
  • •Prepare payoff quotes, process early payoffs and lease/loan termination activities, and handle end-of-term actions.
  • •Support reporting and audits, improve operational processes and internal controls, and serve as backup administrator for the servicing platform.

Key Requirements

  • •Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field.
  • •3–7 years of experience in financial operations, equipment finance, commercial lending, leasing, banking, or a related environment.
  • •Experience with accounts receivable, cash management, reconciliations, and financial reporting.
  • •Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
  • •Excellent written and verbal communication skills with the ability to collaborate across departments and with customers.
Experience:3-7 yearsEquipment financeCommercial lendingLeasingBankingFinancial services
Education:Bachelor's
Skills:Analytical thinkingOrganizational skillsProblem-solvingAttention to detailCommunication
Tech Stack:Microsoft ExcelPivotTablesPower QueryMicrosoft Office 365OutlookTeamsWordPowerPointEFTAIMicrosoft CopilotChatGPT EnterpriseAspireCRM systems

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Customers Bancorp
Customers Bancorp is a bank holding company that provides commercial and consumer banking services through Customers Bank. It offers lending, deposit products, cash management, and digital banking solutions for businesses and individuals.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: West Reading, United States
Founded: 1997
WebsiteLinkedIn