Field Financial Support Analyst

le for entering new loan requests, loan changes, processing manual loan repayments, disbursing loans or refunds to the field, completing accounting paperwork, and providing written communication to the field regarding loan activity.

• Receives and reviews Financial Representatives loan contracts for proper budget amounts, loan limits, and required approvals.

• Processes new loan requests, changes, and cash repayments. Completes accounting paperwork and performs necessary balancing.

• Receives and reviews payment documentation submitted for all supported allowance programs, assuring that proper payment authorizations are secured, and that department standards and guidelines are followed.

• Oversees team's special purpose email box. Creates cases and resolves inquiries in an accurate and timely manner in accordance with the team's established SLAs.

• Administers Managing Director and District Director changeovers: Responsible for accurate and timely loan and allowance administration. Coordinates, prepares, and oversees all necessary communications with field CFOs, bookkeepers, and internal stakeholders.

• Participates in project work and other initiatives that revolve around the department operating goals.

Knowledge, Skills, Abilities:

• Associate degree with an emphasis in Accounting, Finance, or Business required.

• Minimum 3 years of experience working with accounting/bookkeeping principles.

• Ability to complete work with a high degree of accuracy while meeting deadlines.

• Demonstrated skills in analytical problem solving, independent decision-making, and sound judgment in the application and communication of guidelines.

• Work experience demonstrating superior written and oral communication skills to resolve sensitive and complex questions regarding agency income and individual's compensation.

• Ability to manage multiple assignments in a timely and quality manner.

• Demonstrated computer experience with solid keyboarding skills and proficiency with Microsoft Office packages, including Excel.

• Customer service experience preferred.

• Knowledge of field financing programs and NM's field distribution system preferred.

#LI-Hybrid

Compensation Range:

Pay Range - Start:

$21.35

Pay Range - End:

$32.02

Geographic Specific Pay Structure:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.