Finance Coordinator
3 weeks ago
Our Agency will rely on you for having accurate and updated data in our CRM system and our Agents will rely on you to close deals.
Responsibilities
- Creating finance contracts
- Transferring data from invoices, intake forms and other sources into computer files, CRM program, database systems and Finance company's databases
- Type in data provided directly from producers
- Create spreadsheets with large numbers of figures without mistakes
- Verify data by comparing it to source documents
- Update existing data
- Retrieve data from the database or electronic files as requested
- Perform regular backups to ensure data preservation
- Sort and organize paperwork after entering data to ensure it is not lost
Requirements
- Proven experience in finance and/or accounting positions
- Excellent knowledge of word processing tools and spreadsheets (MS Office Word, Excel etc.)
- Basic understanding of databases
- Good command of English both oral and written and customer service skills
- Great attention to detail
- High school degree or equivalent
**Must have, or be willing to obtain, 4-40 License.
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