What are the responsibilities and job description for the Senior Analyst - Loan Data position at Turn2Partners?
Senior Analyst – Loan & Data Operations
Location: Arlington, VA
Schedule: Hybrid, 4 Days Onsite
Position Summary
We are seeking a detail-oriented Senior Analyst to support loan administration, financial data management, and operational reporting for an established organization in Arlington, VA.
This individual will be responsible for maintaining accurate financial and reference data, processing transactions, performing reconciliations, and supporting technology and process improvement initiatives.
The ideal candidate will have 2–5 years of experience in financial services, strong analytical skills, and familiarity with loan or credit-related operations. Experience with Power BI and advanced Excel is highly desirable.
Key Responsibilities
- Maintain and validate loan, asset, and financial reference data across internal systems.
- Process loan-related transactions and ensure accurate data capture and reporting.
- Perform reconciliations between internal systems and external data sources.
- Analyze large datasets to identify discrepancies and maintain data integrity.
- Support data transformation, reporting, and automation initiatives.
- Utilize Excel, Power BI, and other analytical tools to improve operational reporting.
- Collaborate with Finance, Operations, and Technology teams on system enhancements and data integrations.
- Assist with system implementations, testing, and process improvements.
- Support data governance initiatives and maintain accurate documentation and controls.
Qualifications
- Bachelor's degree required, preferably in Finance, Accounting, Mathematics, or a related field.
- 2–5 years of experience in financial services, loan operations, data administration, or a related analytical role.
- Strong Microsoft Excel skills required.
- Experience with Power BI strongly preferred.
- Familiarity with loan administration, credit products, or financial reference data preferred.
- Experience with data reconciliations, transaction processing, and data integrity controls.
- Understanding of loan documentation, credit agreements, or term sheets is a plus.
- Experience with financial systems, data integrations, or User Acceptance Testing (UAT) preferred.