Deal Set Up and Funding Analyst
Listed on 2026-06-21
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Business
Financial Analyst, Financial Compliance, Risk Manager/Analyst, Data Analyst -
Finance & Banking
Financial Analyst, Financial Compliance, Risk Manager/Analyst
Responsibilities
- Initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals
- Own coordination of principal and fee-related closing payments
- Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners
- Actively manage and prioritize a pipeline of assigned transactions
- Govern and reconcile exception reports related to recently closed transactions
- Analyze amendments made to existing agreements and/or deal structure characteristics and effectively communicate the changes to account managers
- Consistently provide accurate data while maintaining a low quality control error rate
- Undergraduate degree is strongly preferred but related job and industry experience can be accepted as a substitute (2+ years)
- Must be a team oriented individual
- Must be highly organized with ability to manage a variety of tasks
- Excellent communication skills
- Strong analytical, problem solving and judgement skills
- Strong working knowledge of Microsoft Office applications (i.e. Excel, Word and PowerPoint)
- General accounting knowledge preferred
- Experience reading and interpreting loan documentation or related experience dealing with documentation preferred
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
BenefitsWe offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Equal Opportunity StatementKforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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