Funding Operations Specialist

5 days ago


Scottsdale, Arizona, United States Paramount Financial Full time
Funding Coordinator Role Overview

At Paramount Financial Services, we are seeking a highly detail-oriented and organized Funding Coordinator to support our equipment finance and merchant advance operations. As a key member of our team, you will play a crucial role in ensuring the smooth execution of funding transactions, from documentation management to compliance and coordination efforts.

Key Responsibilities:

* **Documentation Management**: Review, prepare, and process funding documentation for equipment finance and merchant advance transactions, ensuring accuracy and adherence to company policies and procedures.

* **Transaction Coordination**: Support the end-to-end funding process, including managing documentation workflow, fraud checks, and funding requests from partners, to ensure timely and efficient processing.

* **Compliance Support**: Ensure adherence to company policies and procedures and assist with compliance-related tasks and documentation, maintaining a high level of accuracy and attention to detail.

* **Customer and Partner Interaction**: Respond to inquiries from customers and partners, providing excellent support and maintaining high levels of satisfaction, through clear and effective communication.

* **Reporting and Monitoring**: Generate and maintain funding and audit worksheets, assist with reporting, and monitor key metrics to support operational efficiency, identifying areas for improvement and implementing process enhancements.

* **Process Improvement**: Contribute to the assessment and enhancement of existing documentation and funding processes, implementing changes to improve efficiency, accuracy, and customer satisfaction.

Requirements:

* **Attention to Detail**: Highly detail-oriented with strong organizational and time management skills, ensuring accuracy and attention to detail in all aspects of the role.

* **Communication**: Excellent verbal and written communication skills, with the ability to effectively communicate with customers, partners, and internal stakeholders.

* **Team Collaboration**: Ability to work effectively within a team and support various functions as needed, maintaining a collaborative and supportive work environment.

* **Problem Solving**: Capable of identifying issues and providing solutions in a proactive manner, with a strong focus on problem-solving and process improvement.

* **Adaptability**: Ability to multitask, work well under pressure, and adapt to a fast-paced, evolving environment, with a strong desire to contribute to the company's success.

What We Offer:

* **Energetic and Supportive Work Environment**: A dynamic and innovative team atmosphere, with opportunities for career advancement and professional growth.

* **Extensive Ongoing Training Programs**: Comprehensive training and development opportunities, to support your growth and success in the role.

* **Competitive Base Salary**: A competitive base salary, with opportunities for bonuses and incentives.

* **Health, Dental, and Vision Insurance**: Comprehensive health, dental, and vision insurance, to support your overall well-being.

* **Paid Time Off and Holidays**: Generous paid time off and holidays, to ensure a healthy work-life balance.

* **Quarterly Travel Incentives**: Quarterly travel incentives, to support your professional development and growth.

If you are a motivated and detail-oriented professional, with a strong desire to contribute to Paramount Financial Services' success, we encourage you to apply for this exciting opportunity.

  • Scottsdale, Arizona, United States Walton Global Full time

    Job Title: Fund Operational ManagerAbout the Role:We are seeking a highly skilled Fund Operational Manager to join our team at Walton Global. As a key member of our global capital markets team, you will play a critical role in maintaining operational efficiency and supporting product development for our clients.Key Responsibilities:Oversee and ensure the...


  • Scottsdale, Arizona, United States Walton Global Full time

    Job DescriptionAt Walton Global, we are seeking a highly skilled and detail-oriented Fund Operations Manager to join our team. As a key member of our global capital markets team, you will play a critical role in maintaining operational efficiency and supporting product development.Key ResponsibilitiesOversee and ensure the accuracy of capital markets...

  • Grants Specialist

    1 month ago


    Scottsdale, Arizona, United States Kim Joyce and Associates Full time

    Job Title: Grants SpecialistKim Joyce and Associates is seeking a highly skilled Grants Specialist to join our team. As a Grants Specialist, you will be responsible for researching and writing grant proposals to secure funding for our clients.Key Responsibilities:Research and write grant proposals to secure funding for clientsWork with Senior Grants...


  • Scottsdale, Arizona, United States New American Funding Full time

    Job Title: Purchase Mortgage Sales ManagerJob Summary: We are seeking a highly motivated and experienced Purchase Mortgage Sales Manager to join our team at New American Funding. As a key member of our sales team, you will be responsible for overseeing all activities related to operations and development of our company's products.Key Responsibilities:Review...


  • Scottsdale, Arizona, United States IMCS Group Full time

    Job Summary:We are seeking a highly skilled Data Operations Specialist to join our team at IMCS Group. As a key member of our operations team, you will be responsible for processing transactions and reviewing documentation to ensure accuracy and timeliness.Key Responsibilities:Process financial transactions and review documentation to ensure compliance with...


  • Scottsdale, Arizona, United States SmartRent Full time

    Network Operations SpecialistSmartRent is seeking a skilled Network Operations Specialist to join our Network Operations Center (NOC) team. In this role, you will play a crucial role in ensuring the seamless operation of network and systems infrastructure within our existing and upcoming managed WiFi communities and smart home IoT deployments.Key...


  • Scottsdale, Arizona, United States TradeTrax, Inc. Full time

    TradeTrax is seeking a skilled Marketing Operations Specialist to join our team. As a key member of our marketing team, you will play a crucial role in streamlining and optimizing our processes using HubSpot.Responsibilities:HubSpot Management:Configure and manage HubSpot CRM and Marketing Hub to align with business objectivesDevelop and maintain HubSpot...


  • Scottsdale, Arizona, United States eTeam Inc Full time

    Job Summary:eTeam Inc is seeking a skilled Mail Operations Specialist to join our team in a fast-paced environment. As a key member of our corporate mailroom, you will be responsible for operating large inserter machines, performing digital printing on production class printers, and ensuring timely completion of mailroom functions.Key Responsibilities:Verify...


  • Scottsdale, Arizona, United States AZ TUITION CONNECTION INC Full time

    Job SummaryWe are seeking a skilled Financial Operations Specialist to support our company's financial management needs. The ideal candidate will have a strong background in accounting and a keen eye for detail.ResponsibilitiesManage and reconcile financial transactions in QuickBooksPrepare and review financial reports and statementsCollaborate with internal...


  • Scottsdale, Arizona, United States Encore - PSAV Presentation Services Full time

    At Encore - PSAV Presentation Services, we're always looking for talented individuals to join our team as an Event Technical Supervisor, Operations Excellence Specialist. This role is ideal for someone who is passionate about delivering exceptional customer experiences and has a strong background in technical operations.The Event Technical Supervisor,...


  • Scottsdale, Arizona, United States Cruise Full time

    Job Title: Autonomous Vehicle Operations SpecialistCruise is seeking an experienced Autonomous Vehicle Operations Specialist to join our team in Scottsdale, AZ. As a key member of our Operations Control Center, you will be responsible for providing 24/7 oversight of our autonomous vehicle fleet, identifying and escalating potential issues, and collaborating...


  • Scottsdale, Arizona, United States Arizona Official Website of State of Arizona Full time

    Job Summary:The Grants Project Specialist plays a critical role in supporting the administration of contracts, grants, and grant-funded programs that benefit Arizona's veterans and their families. This position involves managing complex projects, coordinating grant and contract management, compliance, and oversight activities, as well as providing technical...


  • Scottsdale, Arizona, United States CVS Health Full time

    At CVS Health, we're seeking a skilled Financial Operations Specialist to join our team. As a key member of our Finance PBM Client Payments Team, you'll play a critical role in maintaining and improving our rebate payment calculation, reporting, and communication processes.Key Responsibilities:Manage a robust calendar of rebate payment deliverables,...


  • Scottsdale, Arizona, United States Marriott Full time

    Job Summary: We are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and integrity of our financial records. Your expertise in cash management, financial reporting, and accounting will be essential in maintaining our financial systems and...


  • Scottsdale, Arizona, United States HonorHealth Full time

    Job SummaryThe RN Operating Room Specialist is responsible for providing high-quality patient care in a fast-paced operating room environment. This role requires strong communication and teamwork skills, as well as the ability to prioritize tasks and manage multiple responsibilities.Key ResponsibilitiesAssess and prioritize patient needs, developing and...


  • Scottsdale, Arizona, United States Savista Full time

    Job SummarySavista is seeking a highly motivated and detail-oriented Eligibility Specialist to join our team. As an Eligibility Specialist, you will play a critical role in identifying financial assistance programs for uninsured or underinsured customers and assisting with the application process.Key Responsibilities:Handle high-volume inbound and outbound...


  • Scottsdale, Arizona, United States CVS Health Full time

    Job SummaryThe Mail Room Operations Specialist will be responsible for working in a fast-paced environment to meet a sensitive time schedule. This individual will need to verify print jobs based on documentation received, print, insert, and apply postage stamps within a defined time frame. The role requires proficiency with Microsoft business software,...


  • Scottsdale, Arizona, United States HUB International Full time

    About UsHUB International is a global leader in helping individuals and companies navigate risk and manage the complexities of insurance.Job SummaryThe Retirement & Investment Operations Specialist is a key member of the Retirement Planning team, responsible for both operational duties and supporting consulting team members with client initiatives and...


  • Scottsdale, Arizona, United States Savista Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Eligibility Specialist to join our team at Savista. As an Eligibility Specialist, you will play a critical role in helping our clients navigate the complexities of healthcare by identifying financial assistance programs for uninsured or underinsured customers.Key ResponsibilitiesScreen...

  • Optical Specialist

    1 month ago


    Scottsdale, Arizona, United States American Vision Partners Full time

    About the RoleWe are seeking a skilled and detail-oriented Optical Specialist to join our team at American Vision Partners. As an Optical Specialist, you will play a critical role in providing exceptional patient care and ensuring the highest level of customer satisfaction.Key ResponsibilitiesInterpret prescriptions and assist patients in selecting the most...