Role OverviewThe Financial Specialist will act as a liaison between clients, sales teams, lenders, and insurance carriers, servicing and implementing financing transactions. This role involves collating financial documents, reviewing loan packages, and tracking transactions.
What You Will Do
The main day-to-day responsibilities will include servicing and implementing financing transactions, collating financial documents, reviewing loan packages, and tracking transactions.
Why It Might Be a Fit
The ideal candidate will have strong written and verbal communication skills, be detail-oriented, and have excellent time management skills. Proficiency in Microsoft Office Suite, particularly Word and Excel, is required.
Requirements
- Bachelor's degree in related field
- Prior experience working in banking or finance is highly desirable
- Strong written and verbal communication skills
- Detail-oriented
- Excellent time management skills
- Strong ownership skills
- Proactiveness
- Ability to work in a fast-paced and high-pressure environment
- Proficiency in Microsoft Office Suite, in particular Word and Excel
- Experience with Mac OS preferred
Benefits
- Medical, dental, vision, prescription drug coverage
- 401K
- Equity incentive plan
- Employee Wellness Program
- Company paid holidays
- PTO
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