Financial Analyst (HIMP) – Home Improvement Loans

Victors Home Solutions is one of the largest home improvement companies in the Midwest, honored to serve our homeowners with premium products, warranties, and the best customer experience in the industry. We pride ourselves on our expert workmanship in all aspects of home improvement, and hold commitment to consistent, high-quality work.

This is a customer-facing, sales-collaborating role focused on managing home improvement loan accounts throughout the sales and installation lifecycle. The ideal candidate will have experience in a sales-facing or account management role , be comfortable reviewing contracts and customer information, and have experience working in CRM and business systems.

This is not a traditional accounting or financial planning role . Success in this position comes from strong account management, attention to detail, communication, problem-solving, and the ability to work closely with Sales and Operations teams. At Victors Home Solutions you’ll be surrounded and supported by dynamic, fun, engaged people!

We’re not your average job - we do everything differently here. Built On Integrity isn’t just a motto - it’s our core philosophy. We love our people. We love our customers. We love our work. Translate account, financing, and operational information into clear, actionable information for Sales and Operations leaders, including building and maintaining the reports, dashboards, and tracking tools used to monitor account activity and performance Communicate with internal teams and, when needed, customers to clarify account or financing-related questions, serving as a key point of contact between Sales and internal financing/account teams Identify opportunities to improve processes, reduce errors, and create a better experience for both customers and internal teams Maintain accurate records and protect confidential customer and financial information Manage and monitor assigned home improvement loan accounts through the full sales and installation lifecycle, tracking account activity, financing information, and outstanding items to timely resolution Review customer contracts, loan information, transaction details, and account documentation for accuracy and completeness Reconcile account information across CRM, loan, financial, and business applications, identifying discrepancies between systems and partnering with Sales, Account Management, Operations, and Finance to resolve them Experience in a sales-facing, account management, customer service, or sales support role, including managing customer accounts or transactions from initiation through completion Experience reviewing contracts, customer agreements, loan documents, or other financial/customer documentationE Experience using CRM systems and other business applications to manage customer or account information Strong attention to detail and problem-solving skills, with comfort using data to spot discrepancies or missing information and follow issues through to resolution Excellent communication and relationship-building skills, including the ability to collaborate with Sales, Operations, and Finance and explain financial and account information in plain terms Strong organizational skills with the ability to manage multiple accounts and priorities Experience in home improvement financing, consumer lending, or a similar industry is a plus Availability to work a Monday through Friday schedule of 8:00am to 5:00pm Important Note This is not an accounting, budgeting, forecasting, or P&L management position.

We are looking for someone who enjoys working with customers, managing accounts, reviewing contracts and documentation, working in CRM systems, and partnering directly with Sales and Operations. Competitive salary based on experience Health insurance Dental insurance Vision insurance 401(k) with match Paid time off Paid Holidays (8) Referral bonus Employee discount