Research specialist Intermediate

We are looking for a detail-oriented Research Specialist (Intermediate) to support credit, loan, and portfolio-related operations in Columbus, Ohio. This is a long-term contract position ideal for someone who thrives in a high-volume environment and communicates effectively with multiple stakeholders.

Responsibilities

• Coordinate with underwriters and lending partners to prepare, review, and confirm credit documentation for accuracy, completeness, and alignment with approved terms.
• Manage multiple credit and loan-related requests at once, keeping work organized and moving efficiently in a fast-paced office setting.
• Support cross-functional stakeholders by facilitating follow-up on complex credit matters and helping drive timely resolution of outstanding items.
• Monitor portfolio administration activities by identifying exposure issues, tracking exceptions, and escalating concerns that may increase risk.
• Maintain client and loan information within internal records, ensuring data remains accurate, current, and usable for analysis and reporting.
• Analyze approval documents and loan terms to highlight key details that support operational processing and informed decision-making.
• Perform due diligence reviews in accordance with established procedures, policy requirements, and underwriting guidelines.
• Verify loan pricing and documentation details to help maintain compliance, consistency, and operational quality standards.

Requirements

• Strong written and verbal communication skills with the ability to work effectively across internal teams and business partners.
• Demonstrated ability to stay organized, manage competing priorities, and handle high-volume work with attention to detail.
• Experience with data entry, documentation review, or administrative support in an operations-focused environment.
• Familiarity with credit, loan administration, underwriting support, portfolio oversight, or related financial services processes.
• Ability to interpret policies, procedures, and financial documentation accurately and apply them in daily work.
• Working knowledge of due diligence, compliance review, and risk-focused documentation practices.
• Banking or financial services experience is preferred.
• A degree is preferred, but practical hands-on experience in a similar role will also be considered.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in our company 401(k) plan.