Job Description

Our client in downtown Houston is seeking a detail-oriented and ambitious Finance and Banking Specialist to join their team. This position is ideal for someone who thrives in a collaborative environment, is eager to learn, and is passionate about working in the finance and banking industries.

Key Responsibilities

• Work independently with minimal supervision while maintaining exceptional accuracy and productivity.
• Foster a collaborative environment by supporting teammates and adapting to shifting priorities as work demands.
• Take initiative to improve processes by offering suggestions for operational efficiency.
• Meet deadlines while ensuring all work is completed with a high degree of accuracy.
• Establish strong working relationships with all levels of management and team members.
• Make sound decisions and utilize analytical reasoning to address challenges effectively.

Required Experience and Skills

• Finance and Banking Knowledge:
• Profound understanding of loans and finance-related systems.
• Knowledge of Trade Finance and standby Letters of Credit is highly preferred.
• Technical Proficiency:
• Advanced skills in Excel , including VLOOKUP functions and pivot tables.
• Familiarity with Outlook, Word, and Adobe Acrobat for day-to-day operations.
• Experience with reconciliations and accruals.
• Communication Skills:
• Excellent verbal and written communication skills are essential for this role.
• Ability to connect across departmental units and cultivate strong relationships.
• Personal Attributes:
• Positive attitude and proactive approach to assisting others.
• Willingness to grow.
• Tech-savvy mindset with strong analytical abilities and attention to detail.

Qualifications

• 3-5 years of experience in a finance or banking role.
• Understanding of banking systems and processes.
• A strong willingness to train and learn new systems and industries.

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