What are the responsibilities and job description for the Account Maintenance Admin position at Finance Professionals Inc.?
Daily Responsibilities:
Verify terms, amounts and instructions for draw requests during our promotion period. Process book keeping entries for transactions.
What program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it?
Banking systems will be used, Workflow, salesforce, CreditLink and a few others but training will be provided.
Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:
Good customer service and ability to take inbound phone calls
Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:
Excel, Word, Telephony