Treasury Associate

Position Purpose

The Treasury Loan Originator will assist in the loan origination process. This role ensure proper Franchisee submission of loan documentation, timely Franchisee follow-up, and minimal lending requirements are met.

Position Responsibilities/Duties/Functions/Tasks

• Ensures each loan package meets minimum lending requirements.
• Routes Franchisee package to Loan Originator or appropriate Liberty partner.
• Creates and maintains lending file and pipeline entry for each Franchisee.
• Follows-up routinely and effectively with Franchisees.
• Schedules meetings between Franchisees and Loan Originator.
• Other duties as assigned

Position Qualifications

• Bachelors degree in Business Management, Accounting, or Finance preferred
• Strong client service skills.
• Minimum 2-3 years in the banking industry.
• Strong communication skills.
• Ability to work in a high paced, and at times, high stress environment.
• Excellent organizational skills.
• Ability to prioritize and execute with minimal supervision.

Physical Demands and Work Environment

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or
working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require
that additional or different tasks be performed when circumstances change (i.e.
emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer.

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