Financial Analyst Temporary Jobs in Boca Raton, FL

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Mentor the Dealer Administration Analyst team through coaching and development.
2. Manage the enrollment of the more complex dealers.
3. Underwrite incoming Enrollment Packages to verify accuracy, completeness, and alignment with the documented enrollment requirements. Ensure all necessary documentation is present including dealer company profile, master dealer agreement, financial statements, trade references and dealer summary letter. Flag identified concerns for further Management review.
4. Contact dealers for any missing information or required paperwork.
5. Contact dealer/contractor to notify them if they do not meet our requirements for enrollment.
6. Notify dealer upon completion and approval.
7. Update dealer information in NLS with company's information such as change of addresses and phone numbers, banking information, email addresses, dealer fees, marketing fees
8. Provide dealers with friendly, upbeat, courteous and accurate verbal and written communications.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High School diploma or equivalent education and related training or experience.
2. Three-year minimum related experience.
3. Strong attention to detail.
4. Demonstrated ability to work in a team atmosphere
5. Strong communication and organizational skills
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1.Prior experience working with Home Improvement contractors and related supplier and distributors.
OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting
Sitting (if checked, indicate frequency)
Constantly (More than 50% of the time)
Standing (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
Walking (if checked, indicate frequency)
Frequently (25% - 50% of the time)
Bending (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
Lifting (if checked, indicate pounds)
Up to 10 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel (Must select one)
Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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