Field Financial Support Analyst

Field Financing Team Member

The Field Financing team is responsible for the back-office administration of Managing Partner and Managing Director loans, various allowance programs, and other special financing programs and reporting in support of NM's field force. This team partners with internal stakeholders across the Career Distribution function and the NM enterprise, as well as field CFOs, bookkeepers, field leaders, and Financial Representatives.

Administers the team's frontline production responsibilities with a keen focus on timeliness and accuracy. Responsible for adding value to the team by exchanging useful information, providing feedback, contributing to a positive work environment, sharing their knowledge / expertise in team meetings and cross training of team members and maintaining positive relationships with team members.

Primary Duties & Responsibilities :

• Responsible 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 :

Compensation Range : $21.35 - $32.02

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.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! 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.