Support Analyst

TEKsystems; Dallas (TX); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading financial organization is seeking consultants for a work-from-home role to support clients with the Paycheck Protection Program. Responsibilities include reviewing financial documents for eligibility and calculating loan amounts. The ideal candidate should have strong communication skills and attention to detail, committing to scheduled shifts.

Qualifications

• Strong communication skills required, both written and verbal.
• Must demonstrate attention to detail and a customer service-oriented approach.
• Experience with data entry or financial documents is a plus.

Responsibilities

• Review client documents to determine eligibility for the Paycheck Protection Program.
• Calculate approved loan amounts using provided tools and processes.
• Maintain reliability with set shifts for the project duration.

Skills

Excellent written communication skills

Excellent verbal communication skills

Customer service mindset

Attention to detail

Data entry experience

Reliability

Job description

An industry-leading financial organization is seeking to hire a team of consultants to support customers with processing / underwriting related to the Paycheck Protection Program (PPP). Daily responsibilities will include reviewing client provided documents and information to determine program eligibility and calculating approved loan amount using provided tools and processes. Examples of client provided documents include tax forms (940, 941, 1040, etc.), payroll documents, bank statements, etc.

Required Skills :

Excellent written and verbal communication skills along with customer service mindset

Excellent attention to detail including the ability to learn and follow new processes and procedures

Strong comfort level working with computers, preferably including some experience in data entry

Must be reliable and have the ability to commit to a set shift for the duration of the project

This will be a 100% work-from-home position, so candidates must have home high-speed internet connection and a reasonable home workspace to minimize distractions while working.

Prior financial industry experience / familiarity with financial documents / processes is a plus but not required