Financial Analyst (HIMP) – Home Improvement Loans

Victors Home Solutions is one of the largest home improvement companies in the Midwest, honored to serve our homeowners with premium products, warranties, and the best customer experience in the industry. We pride ourselves on our expert workmanship in all aspects of home improvement, and hold commitment to consistent, high-quality work.This is a customer-facing, sales-collaborating role focused on managing home improvement loan accounts throughout the sales and installation lifecycle. The ideal candidate will have experience in a sales-facing or account management role, be comfortable reviewing contracts and customer information, and have experience working in CRM and business systems.This is not a traditional accounting or financial planning role. Success in this position comes from strong account management, attention to detail, communication, problem-solving, and the ability to work closely with Sales and Operations teams.At Victors Home Solutions you’ll be surrounded and supported by dynamic, fun, engaged people! We’re not your average job - we do everything differently here. Built On Integrity isn’t just a motto - it’s our core philosophy. We love our people. We love our customers. We love our work.Here are some examples of the actual work your day would include:Translate account, financing, and operational information into clear, actionableinformation for Sales and Operations leaders, including building and maintainingthe reports, dashboards, and tracking tools used to monitor account activity andperformance Communicate with internal teams and, when needed, customers to clarifyaccount or financing-related questions, serving as a key point of contact betweenSales and internal financing/account teamsIdentify opportunities to improve processes, reduce errors, and create a betterexperience for both customers and internal teamsMaintain accurate records and protect confidential customer and financialinformationManage and monitor assigned home improvement loan accounts through the fullsales and installation lifecycle, tracking account activity, financing information,and outstanding items to timely resolutionReview customer contracts, loan information, transaction details, and accountdocumentation for accuracy and completenessReconcile account information across CRM, loan, financial, and businessapplications, identifying discrepancies between systems and partnering withSales, Account Management, Operations, and Finance to resolve themTo be successful in this role, you need to have a certain amount of knowledge, skills and experience:Experience in a sales-facing, account management, customer service, or salessupport role, including managing customer accounts or transactions frominitiation through completion Experience reviewing contracts, customer agreements, loan documents, or otherfinancial/customer documentationEExperience using CRM systems and other business applications to managecustomer or account informationStrong attention to detail and problem-solving skills, with comfort using data tospot discrepancies or missing information and follow issues through to resolutionExcellent communication and relationship-building skills, including the ability tocollaborate with Sales, Operations, and Finance and explain financial andaccount information in plain termsStrong organizational skills with the ability to manage multiple accounts andprioritiesExperience in home improvement financing, consumer lending, or a similarindustry is a plusAvailability to work a Monday through Friday schedule of 8:00am to 5:00pmImportant NoteThis is not an accounting, budgeting, forecasting, or P&L management position. We are looking for someone who enjoys working with customers, managing accounts, reviewing contracts and documentation, working in CRM systems, and partnering directly with Sales and Operations.Benefits:Competitive salary based on experienceHealth insuranceDental insuranceVision insurance401(k) with matchPaid time offPaid Holidays (8)Referral bonusEmployee discount