Portfolio/Accounting Assistant

JOB DESCRIPTION

Portfolio Management & Accounting Software:

• Oversee weekly updates to the portfolio log using internal accounting software, including input of Turbolease entries

Administrative Support:

• Issue refund checks as required
• Maintain and organize accounting filing systems
• Process and input Letters of Intent (LOIs)
• Manage funding and portfolio logs for accurate record-keeping

Customer Interaction:

• Provide clear and effective communication with customers, both in writing and verbally
• Ensure prompt and professional responses to inquiries

Account Reconciliation:

• Reconcile past due accounts, ensuring accuracy and timely follow-up

Accounting Assistance:

• Assist the Controller with various accounting tasks, including QuickBooks entries and other financial activities as needed

POSITION QUALIFICATIONS

• Experience in customer communication
• Great verbal and written communications skills
• Degree or pursuing a degree
• Highly motivated and outgoing individuals
• Result and goal-oriented
• Intermediate computer skills: Microsoft Suite, QuickBooks, TurboLease

COMPENSATION AND BENEFITS

• Compensation range $18.00-$25.00/HR
• On-site role, flexible hours, approximately 20 hours a week

US

Since 2004, Providence Capital Funding has funded approximately $500 million in equipment loans and has maintained an A rating with the Better Business Bureau. Providence Capital Funding, Inc. is an independent equipment leasing company providing creative financing solutions to meet the demanding needs of today’s growing companies. We've been named on the Orange County Register 2023 Top Workplace list.

We recognize the variety of financing options available in today’s marketplace and are confident that our programs, pricing, and experience collectively represent a superior financing alternative. We work closely with related banks and various funding partners enabling us to offer the best financing options to help your business grow. We strive to offer our customer the best possible rates, the most flexible terms, and ongoing personalized service.

Our management team has over 75 years of experience in working with growing companies providing cost-effective leasing solutions to businesses nationwide. Currently 80% of US businesses lease at least one piece of equipment, with 95% of those saying they would lease again. This is the value equipment financing provides.