Backup Servicing Analyst

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We are Looking to Add a Key Member to our Portfolio Services Group!

The Backup Servicing Analyst provides analysis and risk mitigation for the GreatAmerica Portfolio Services Group (“GPSG”) backup servicing product. Responsible for assisting with the oversight of assigned backup servicing relationships and contracts.  Specifically, this position will assist with the onboarding, periodic reporting, monitoring, and overall transition preparation for GPSG backup servicing assignments. Additionally, provides analytical support to the GPSG business unit leaders to support operating and strategic decisions within the backup servicing area.  

As a Backup Servicing Analyst, you will:

• Assist with risk reviews of potential GPSG clients
• Maintain active relationships with assigned GPSG backup servicing clients
• Communicate regularly with clients, including holding discussions around performance and related issues
• Throughout each month, monitor assigned clients through research, report review and trend analysis
• Perform monthly/quarterly servicer report tie outs and provide servicer report certification
• Track GPSG backup transaction requirements and activity
• Participate in onsite operational reviews/client visits
• Assist in creation of monthly management report
• Complete reporting duties as required, including creation of detailed monthly, quarterly and annual backup servicing reviews for assigned GPSG backup relationships.
• Participate in quarterly backup servicing review with Senior Leadership
• Assist with the transition planning process for backup servicing clients, including creation of detailed timeline and responsibility documentation
• Assist the GPSG operations team with the onboarding of new backup customers by providing data mapping support
• Proactively promote and participate in process improvement initiatives within the business unit
• Special projects for leadership and GPSG
• Assist with Backup Servicing strategic initiative projects, as assigned

To be successful in this role you will need:

Education

• Bachelor’s degree in accounting, finance or business administration

Experience

• One (1) to three (3) years related experience

Other Requirements

• Ability to analyze operational policies and procedures are required
• Coaching and development skills are essential
• Must possess mathematical aptitude and be detail oriented
• Qualified candidates will possess excellent communication skills and have the ability to multi-task

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.