Financial Operations Analyst: AI-Driven Finance & Servicing

Customers Bank; Portsmouth (NH); On-site; USD 70,000 - 110,000; Full time

Job summary

Customers Bank seeks a Financial Operations Analyst to manage daily servicing of commercial loan and lease portfolios, including payment processing, cash application, and reconciliations.

You will leverage AI and automation to streamline processes, support audits, generate reports, and collaborate with accounting, treasury, and technology teams to strengthen controls and data integrity.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Experience with accounts receivable, cash management, reconciliations, and financial reporting.

Responsibilities

• Manage daily servicing of commercial loan and lease portfolios, including payment processing and reconciliations.
• Process EFTs and other payment transactions; ensure accuracy and timeliness.
• Prepare payoff quotes and manage terminations; assist with month-end close.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Attention to detail

Education

Bachelor's degree in Accounting or Finance or related field

Tools

Excel (PivotTables, Power Query)

Microsoft 365

CRM systems

AI productivity tools

Aspire / loan servicing platforms

Job description

Customers Bank seeks a Financial Operations Analyst to manage daily servicing of commercial loan and lease portfolios, including payment processing, cash application, and reconciliations.

You will leverage AI and automation to streamline processes, support audits, generate reports, and collaborate with accounting, treasury, and technology teams to strengthen controls and data integrity.