Funding Operations Specialist
5 days ago
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.
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