Senior Financial Operations Coordinator
4 weeks ago
We are a data-driven revenue-based financing company based in New York, seeking an organized and efficient Financial Operations Coordinator to join our team.
Responsibilities:- Daily Operations: Execute and manage daily operational processes, ensuring tasks are completed accurately and on time.
- Login and Funding Calls: Field and manage login and funding calls, providing accurate information and resolving any issues that arise.
- Data Entry: Accurately enter and update data related to cash advances in company systems, ensuring data integrity and confidentiality.
- Deal Flow Monitoring: Monitor and track deal flow, ensuring all transactions are processed correctly and efficiently.
- Compliance: Ensure all processes comply with relevant regulatory requirements and company policies.
- Documentation: Maintain detailed documentation of processes, including standard operating procedures (SOPs) and daily logs.
- Reporting: Generate daily and weekly reports on operations performance, highlighting key metrics and any areas of concern.
- Collaboration: Work closely with the sales, finance, and customer service teams to ensure seamless processing and to address any issues promptly.
- Problem Solving: Identify and resolve operational and login-related issues, developing and implementing corrective actions as needed.
- Continuous Improvement: Propose and implement improvements to enhance efficiency and accuracy in processing and login management.
- Education: High school diploma or equivalent. An associate's degree in Business Administration, Finance, Information Technology, or a related field is a plus.
- Experience: Minimum of 1 year of experience in a similar role within the financial services or cash advance industry.
- Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with financial software, CRM systems, and login management tools.
- Attention to Detail: Exceptional attention to detail and accuracy in all aspects of work.
- Communication Skills: Excellent verbal and written communication skills. Ability to handle internal calls professionally and effectively.
- Organizational Skills: Strong organizational and time-management skills. Ability to manage multiple tasks and priorities simultaneously.
- Team Player: Ability to work collaboratively in a team-oriented environment.
- Problem-Solving Skills: Strong problem-solving skills with the ability to develop and implement effective solutions.
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