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Financial Operations Coordinator
2 months ago
The Financial Operations Coordinator plays a crucial role in facilitating the preparation of financial transactions for processing.
Key Responsibilities:
- Prepare and submit necessary documentation to finance institutions for all financial transactions.
- Ensure that all essential paperwork is collected and forwarded to the finance provider to guarantee timely payment of financial agreements.
- Collaborate with the Sales Manager to achieve a satisfactory profit margin on each transaction.
- Review all documentation for accuracy regarding titles, lien details, tax information, and more.
- Set and accomplish monthly performance targets.
- Confirm insurance details with clients' agents, secure deposits, and validate trade payoffs.
- Adhere to all organizational safety protocols and promptly report any incidents to a supervisor.