Job Openings

Financial Admin

Job ID: BH488527

Category: Recent Graduate, Data Entry, Customer Service, Administrative Assistant

Specialty: Administrative

Seeking qualified candidates for the position of Program Specialist on our Single Family Housing team in our Madison office. This position is responsible for performing specialized administrative support related to the Single Family Housing Group, Loan Servicing Team.

Duties include:

  • Answering incoming customer service calls;
  • Preparing, posting, reconciling, monitoring and analyzing payments and disbursements of loans and/or programs;
  • Reviewing, monitoring, analyzing and interpreting data to determine insurance coverage and escrow accounts;
  • Preparing appropriate documentation/reports for filing with regulatory agencies;
  • Reviewing and analyzing documentation/information to perform new loan set up, satisfactions, monthly statements;
  • Performing 15- to 30- day outgoing collection calls;
  • Processing coupons and closing documents;
  • Maintaining confidentiality as it pertains to customer information and other information obtained as employee.

EDUCATION AND EXPERIENCE: Ideal candidate will have a high school diploma or equivalent and four years of progressively responsible experience or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job.


Candidate will have knowledge of:

  • Applicable principles and practices in assigned program area;
  • Applicable Federal, State, and local laws and regulations;
  • Data collection methods;
  • Leasing, occupancy and fair housing principles;
  • Loan programs and documentation requirements;
  • Financial statement and cash flow analysis methods;
  • Underwriting principles and practices;
  • Mathematical principles and practices;
  • Modern office practices and equipment;
  • English usage, spelling, grammar, and punctuation;
  • Records maintenance principles;
  • Customer service principles.

Candidate will the following skills:

  • Providing customer service;
  • Using a computer and related software applications;
  • Handling multiple tasks simultaneously;
  • Performing mathematical calculations;
  • Preparing, updating, and designing reports, forms, and documents;
  • Collecting, analyzing, and summarizing data;
  • Applying loan/program administration activities;
  • Processing, creating, and reviewing loan/program documentation;
  • Maintaining files, records, databases, and other related systems;
  • Collecting, analyzing, and summarizing data;
  • Preparing reports;
  • Preparing business correspondence;
  • Using modern office equipment;
  • Communicating laws, codes, regulations, policies, and procedures;
  • Communication, interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction.

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract to Direct

Location: Madison, Wisconsin