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Coordinator, Financial Data

2 months ago


Jacksonville FL, United States Triad Financial Service Inc. Full time

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. The Reporting Coordinator will serve as a vital link between our internal teams and business partners, ensuring seamless communication, efficient management of reporting requests, and smooth coordination of projects. Project Coordination:
o Facilitate the planning and execution of reporting projects, working closely with project managers and team leads.
o Develop and monitor detailed project plans, including timelines, action items, and dependencies.
o Utilize JIRA (or other project management tools) to track project progress, document key decisions, and ensure that all tasks are completed on time.
o Act as a central point of communication for project updates, ensuring that all team members are informed of any changes or developments.
Education and/or Work Experience Requirements:
~ 5+ years of experience in the Mortgage Originations Industry
~Strong Excel skills
~ Experience with project management tools (e.g., Familiarity with data analysis and reporting tools.
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