Remote Perkins Loan Analyst & Portfolio Insights Lead

Goldschmitt and Associates; Leesburg (VA); On-site; USD 70,000 - 79,000; Full time

Benefits offered by this job

401(k) with immediate vesting

Paid Federal Holidays

Tuition Reimbursement

Medical Insurance, including Vision &

Employer-Paid Life Insurance

Commuter Benefits Program

Employee Assistance Program

Job summary

Goldschmitt and Associates is seeking a Loan Analyst to oversee the Perkins Loan portfolio, performing advanced financial analyses and leading borrower account reviews, adjustments, reconciliations, and compliance tasks. The position is remote and carries an anticipated salary range of $70,000.00 – $79,000.00.

The role requires 2+ years of related experience, 1 year of team leadership, and a high school diploma or equivalent, with preference for a bachelor's degree in accounting/finance and

Qualifications

• Minimum 2 years related experience in loan servicing or accounting.
• At least 1 year of experience leading and coaching a team.
• High school diploma or equivalent (e.g., GED).
• Eligibility to pass and maintain a 6C Level Public Trust investigation with the Department of Education.

Responsibilities

• Analyze and maintain borrower accounts within the Perkins Loan portfolio.
• Review payment activity, interest accrual, deferment, forbearance, cancellation, and default status.
• Investigate and resolve account discrepancies, misapplied payments, and balance inconsistencies.
• Coordinate account updates with third-party servicers and collection agencies.
• Manage contract modification activities, change requests, and deliverable updates.
• Perform monthly and quarterly reconciliation of the Perkins Loan servicing system to the institution's general ledger and revolving fund.
• Prepare portfolio reports: outstanding principal and interest, delinquency and default aging, cash activity and collections, and cancellation and rehabilitation activity.
• Support year-end financial reporting and audit preparation; assist with audits and regulatory reviews.
• Ensure compliance with Federal Perkins Loan Program regulations and institutional policies.

Skills

Perkins regulations

Audit & reconciliation

Team leadership

Communication skills

Excel

Microsoft Office

English fluency

Education

High school diploma

Bachelor's degree in accounting/finance

Public Trust eligibility

Tools

Microsoft Office

Excel

Job description

Goldschmitt and Associates is seeking a Loan Analyst to oversee the Perkins Loan portfolio, performing advanced financial analyses and leading borrower account reviews, adjustments, reconciliations, and compliance tasks. The position is remote and carries an anticipated salary range of $70,000.00 – $79,000.00.

The role requires 2+ years of related experience, 1 year of team leadership, and a high school diploma or equivalent, with preference for a bachelor's degree in accounting/finance and