Offer summary

Qualifications:

High school diploma with at least three years of experience in commercial lending or a similar industry., Strong proficiency in MS Excel and PowerPoint, with experience in billing and vendor management., Demonstrated strong interpersonal and communication skills, both verbal and written., Ability to manage complex queries, exercise sound judgment, and work under tight deadlines..

Key responsibilities:

Perform and maintain accurate data entry while improving efficiencies.

Maintain and update worksheet data tables in MS Excel, providing management with ongoing performance reports.

Support the updating of account information and status in various operating systems.

Engage cross-functionally with product management, operations, and other internal stakeholders to resolve issues.

Job description

As a valued team member, you will play an important role ensuring the integrity and accuracy of data entry and account maintenance. You will sit at the center of our back-office operations serving as the point person in portfolio operations providing resolutions in a timely and accurate manner. In this role, you will work cross-functionally, engaging with product management, operations and other internal stakeholders. You will work on issues and projects simultaneously so critical thinking, accuracy, and the ability to understand and prioritize to meet deadlines is a must to be successful.

Health Insurance/HMO
Enjoy unlimited MadMax Coffee
Diverse learning & growth opportunities
Accessible Cloud HR platform (Sprout)
Above standard leaves

Perform and maintain accurate data entry while incorporating best practices to improve efficiencies
Maintain worksheet data tables (MS Excel) and provide updated tables and graphs to management on an ongoing basis, that may include but is not limited to Portfolio Performance, such as sales, revenue and loss calculations.
Strong proficiency in billing and vendor management, including managing PO against budget and management of invoices for payment.
Support updating account information and status in various operating systems in a timely manne.

A high school diploma with minimum three years prior experience in the commercial lending or similar industry
Demonstrated strong interpersonal skills interacting with teammates, and all levels of management.
Well-developed communications skills, both verbal and written.
Strong organizational skills and attention to detail.
Demonstrated capability in problem solving.
Ability to exercise sound judgment, manage complex queries, and work within tight deadlines.
Strong proficiency in MS Excel and PowerPoint.

Experience in the equipment finance or commercial working capital or banking industry
Certified in SAP
Proficient with, Fiserv, Oracle, and Salesforce a plus.
Strong analytical skills
Ability to work on multiple projects at once.

Required profile