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The Installment Booking Associate is responsible for booking installment loans and HELOCs using the CSI core system and scanned documents, verifying input accuracy, managing loan reports, processing Welcome Letters, and adhering to company procedures. They assist with routine tasks involving decision-making and collaboration with team members.

As a Private Equity Analyst, you will perform financial analysis and modeling, assist in due diligence and market research, present investment proposals, and support portfolio management and documentation. You will collaborate with senior team members to identify and monitor strategic investments.

The Controller is responsible for managing the Accounting Department, overseeing daily operations, ensuring compliance with GAAP, preparing external financial reports, developing tax strategies, and training staff. This role includes maintaining the general ledger, coordinating financial reporting, and supporting audits.