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Location:
Annapolis
Category:
Analysis & Reporting

Workable
Financial Analyst - OCRM
RP Professional Services, LLC (RP) is a rapidly growing government consulting firm headquartered in Ashburn, Virginia. We’re an 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB) that exclusively enables the missions of U.S. Federal agencies through superior mission support and technology integration. Our dedication to our employees and clients is driven by our promise to deliver Excellence, Value, and Flexibility. "People, not just Resources" is more than our motto; it's the foundation on which we are built! At RP, we take pride in who we are and what we deliver.
RP Pro Services is seeking Financial Analysts.
Duties:
Performs research and functional analyses
Data documentation, organization, and maintenance
Recommend solutions related to the design, development, and deployment of enterprise or management systems
Identify operational weaknesses and formulate and recommend solutions
Plan, coordinate, and initiate activities to complete the processing of new intermediaries into various loan programs
Assist company program and proposal teams on providing context and subject matter expertise as needed
Other duties as assigned
Requirements
5+ years’ experience
Experience in applying knowledge of business systems, financial organization, elements of good management for the analysis of financial statements and earnings potential for a wide diversity of business enterprises.
Experience in commercial lending and credit processes, including credit underwriting, credit administration, and financial analysis.
Develop narrative or statistical reports for financial reviews or risk-based assessments.
Experience analyzing, advising, and recommending solutions on financial and audit issues/problems in all phases of the Lender Oversight program.
Experience in analyzing commercial loan application, including skill with of a wide variety of collateral, business types, loan programs, and general economic conditions in relation to an obligor’s present and future financial condition
Ability to apply knowledge of the Agency’s purpose, regulations, policies, procedures, and practices which govern the Agency’s loan products
Ability to apply knowledge of financial and credit factors related to business and commercial loans, including business practices and financial structures
Ability to communicate effectively to diplomatically convey guidance and advice to SBA staff and leaders
Serve as a subject matter expert for the 7(a) Loan Program:
Ability to advise high-level officials on risk to the 7(a) loan portfolio.
Develop and maintain good working relationships with Lenders.
Assess 7(a) Lender risk and compliance.
Required Competencies:
Attention to Detail
Auditing
Federal Loan Programs
Financial Analysis
Arithmetic/Mathematical Detail
Oral Communication
Writing
Salary Range: $85,000 - $95,000
The salary range for this role considers a wide range of factors, including, but not limited to, skill sets, equity, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
Benefits
Health Benefits: Medical, Vision, Dental
4% retirement match with 100% vesting
Company paid STD and LTD
Company paid basic life insurance
Competitive PTO package
RP Professional Services, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Washington, DC, USA
$85,000-95,000/year

Workable
Investment Operations
The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities.
Essential Duties & Responsibilities:
Client Responsibilities
Record conversations and requests in SmartOffice
Process distribution requests
Investment Operations Responsibilities
Maintain client records and notes in SmartOffice.
Open new investment accounts/schedule client meetings
Utilize Advice Pay
Enter contributions in Wealthscape/Assetmark and other investment platforms.
Request trading on new investments
Maintain and report all investment activity (weekly)
Set up bank links to investment accounts.
Set up monthly Periodic Investment Plans (PIP) for clients.
Submit “Securities-Based Line of Credit” (SBLOC) applications.
Assist with Maryland 529 applications.
Annually process Required Minimum Distributions (RMD)
Office Responsibilities
Answers phone calls
Greet public that comes into the office.
Schedule Appointments
Scan/Fax/Record all documents.
Sort Mail
Submit invoices outside of Advice Pay
Monitor Investment licensure for staff by state of client.
Submit correspondence and extensions to Kestra Financial for approval of staff written documents.
Maintain all compliant requirements.
Maintain Office lobby and kitchen with supplies and ensure “Client Ready” appearance.
Order/Maintain all needed office equipment/furniture/supplies.
Additional responsibilities may be assigned from time to time.
Education & Experience:
Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education.
Knowledge, Skills & Abilities:
Strong ability to communicate and work effectively as a team member.
Attention to detail, thoroughness, and number accuracy.
Ability to clearly follow direction and articulate and write responses in English.
Must have sound judgment when dealing with clients and staff members.
Work under pressure and meet mandatory deadlines as needed.
Sound judgment in determining prioritization of work.
Keen sense of ownership of job responsibilities
Knowledge of Microsoft Suite and able to comprehend and use software common in the industry.
Supervisory Responsibilities: None
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.
Routine 8-hour shift; but may be subject to irregular hours based on shift demands.
Ability to lift to 15 lbs.
Visual and auditory acuity sufficient to read Company materials and view monitor and telephone.
Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level.
Must be able to voice/write communication with staff and clients in English.
Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors.
EEO/AAP Statement:
We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

Columbia, MD, USA
Negotiable Salary
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