You haven't searched anything yet.
Day to Day:
A client in San Diego, CA area is looking for an entry level Finance Coordinator to join their team. They will be doing a variety of tasks such as coordinate financing of equipment sales activities and provide administrative support, documentation and other paperwork by performing the following duties.
· Receive and process all credit applications and sales orders for equipment financing. Verify accuracy and completeness off all applications submitted including customer information and transactional information. Follow up with sales and operations team members to acquire any additional information required.
· Provide updates and feedback to sales team on status of deals submitted i.e.: approved, declined, conditioned, require more info for approval. Follow up to assure transactions are completed in a timely manner.
· Review/Generate/Distribute Loan & Lease documents as requested in either paper or electronic form. Confirm 100% accuracy of machine, customer, and finance information. Complete preliminary review of completed docs when returned to Finance dept. Upload invoices and required documentation to completed electronic documents prior to submittal.
· Provide Quotes or Finance Proposals to sales reps as requested, and assist with quoting finance rates and programs.
· Work with credit department to process new customer credit applications and account creation.
· Maintain Daily/Weekly/Monthly Finance details on all transactions submitted via Microsoft Excel. Use compiled data to ensure timely processing of all parts of transaction including submitting UCC filings as necessary for deals pending 15 days after delivery.
· Manage record storage system for completed transactions by properly organizing and uploading scanned records to online storage database.
· Build and maintain working relationship with clients and customers.
· Other duties as assigned
Exact compensation may vary based on several factors, including skills, experience, and education.
Full Time
$74k-92k (estimate)
06/27/2024
07/14/2024
insightglobal.com
BALTIMORE, MD
500 - 1,000
2001
TYLER HODGINS
$500M - $1B
Business Services
We arent just a staffing company. Were a company that cares for others. It might sound lofty, but it's the idea that gets us up everyday, determined to make it true. Insight Global is a company that people can anchor to in moments of triumph, struggle, and every time in between. Whoever you are and wherever you come from, you matter to us and we have your back. Together, anything is possible.
The following is the career advancement route for Financial Coordinator positions, which can be used as a reference in future career path planning. As a Financial Coordinator, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Coordinator. You can explore the career advancement for a Financial Coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Financial Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Coordinator job description and responsibilities
A financial coordinator maintains records of compensation and transactions for their organization.
04/08/2022: Newport News, VA
Financial coordinators coordinate companies' accounts payable and receivable.
04/14/2022: Boise, ID
The financial coordinator will maintain documentation and records proficiently to ensure correctness and promptness of deliverables.
04/07/2022: Rapid City, SD
Reporting activities related to pertinent processes.
03/28/2022: Jackson, MS
Analyze all financial data, monitor all transactions and prepare appropriate reports for same.
04/17/2022: Bloomington, IN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Coordinator jobs
Manage and reconcile all financial projects appropriately.
01/26/2022: Gary, IN
Handling billing problems and disputes.
01/26/2022: Beaumont, TX
Make required adjustments to customer accounts.
02/01/2022: Jamestown, NY
Maintain records and documentation.
04/10/2022: Ogden, UT
Maintain confidentiality of information.
04/15/2022: Lawrence, MA
Step 3: View the best colleges and universities for Financial Coordinator.