Advance & Expense Management Analyst (on-site)

Shelter Lending Services LLC

Coppell, TX, United States
On-site
Bachelor's degree required
2+ years mortgage servicing experience
Proficient in microsoft excel, word, outlook
Shelter Lending Services LLC is seeking an Advance & Expense Management Analyst to oversee the management and analysis of the company’s expenses and advances, ensuring alignment with financial goals. The role requires collaboration with accounting and operational teams to identify cost-saving opportunities and maintain the integrity of financial reporting

Job Summary

  • The Analyst is responsible for analyzing and managing the company's expenses and advances to ensure alignment with budget and financial goals.
  • Employees are rewarded with comprehensive benefits including medical, dental, vision insurance, a 401(k) plan with employer match, and paid parental leave.
  • All employees must possess a smartphone meeting security standards capable of installing apps like Okta Verify and Microsoft Authenticator.

Matching Summary

Match Score: 85

Shelter Lending Services LLC is seeking an Advance & Expense Management Analyst to oversee the management and analysis of the company’s expenses and advances, ensuring alignment with financial goals. The role requires collaboration with accounting and operational teams to identify cost-saving opportunities and maintain the integrity of financial reporting.

Skills & Requirements

Must-have

  • Bachelor's Degree required
  • 2+ years Mortgage Servicing experience
  • Proficient in Microsoft Excel, Word, Outlook

Nice-to-have

  • Accounting or Finance experience preferred
  • SQL knowledge preferred
  • Strong verbal and written communication skills

Key Requirements

  • Bachelor's Degree
  • 2+ years Mortgage Servicing experience
  • Smartphone with specific security apps

Work Rights

Not specified

Tailored Resume

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