Financial Services Operations Specialist – Deal Closer/Conversion

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 10,001+Since 1892H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

9 days ago

Salary

$61.2K - $91.8K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Preparing equipment lease/loan financing documentation packages • Auditing and closing of all assigned tasks for financed transactions • Provide originations transactional support to the deal team • Ensures compliance and processing effectiveness for all deals • Owns communication and information exchange between Risk, Sales, Customers, and Vendors • Serves as a customer advocate/point person

Job Requirements

  • 3 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management exposure
  • General knowledge of accounting with strong analytical, problem solving, and decision-making skills
  • Demonstrated ability to discern complex elements of transactions
  • Ability to deal with multiple priorities and meet deadlines
  • Strong oral and written communication skills
  • Ability to document, plan, market, and execute programs

Benefits

  • Medical, dental, vision insurance
  • Paid time off
  • 401(k) plan with employee and company contributions
  • Life, disability, and accident insurance
  • Tuition reimbursement

Related Job Pages

More Financial Planning and Analysis Jobs

Finance Associate

Serv Recruitment Agency

Boutique Recruitment Agency sourcing Leaders for growth businesses.

Financial Planning and Analysis9 days ago
Full TimeRemoteTeam 1-10Since 2018H1B No Sponsor

Finance Associate supporting financial operations at a proprietary trading firm

ERP
United States
$60K / year

Director, Corporate Finance

Hotel Engine

Innovating business travel with a free-to-use hotel booking platform.

Financial Planning and Analysis9 days ago
Full TimeRemoteTeam 201-500Since 2018H1B No Sponsor

Director of Corporate Finance overseeing financial goals for Engine's growth.

United States
$225K - $250K / year

Customer Success Director, Financial Services Vertical (US Remote)

First Advantage

First Advantage delivers comprehensive background check solutions and insights that enable employers and housing providers to make confident choices, reduce risk, and maintain compliance. With offices in 26 locations and a staff of 4,000+ employees, First Advantage leverages leading technology and the industry’s largest global capabilities to complete background checks in 200+ countries and territories. If you’re looking for employee or tenant background check solutions that enable fast and reliable decision making, we’re your First Advantage. For more detailed information on First Advantage products and services, visit fadv.com.

Financial Planning and Analysis9 days ago
Full TimeRemoteTeam 3,712Since 2003

This role involves consultative sales and enterprise account management focused on growing revenue within strategic accounts in the Financial Services Vertical through the sale of Company products. Responsibilities include developing strategic account plans, maintaining base revenue, coordinating service levels with various departments, and managing customer relationships at all levels.

United States
$90K - $110K / year

Customer Success Director, Transportation Vertical (US Remote)

First Advantage

First Advantage delivers comprehensive background check solutions and insights that enable employers and housing providers to make confident choices, reduce risk, and maintain compliance. With offices in 26 locations and a staff of 4,000+ employees, First Advantage leverages leading technology and the industry’s largest global capabilities to complete background checks in 200+ countries and territories. If you’re looking for employee or tenant background check solutions that enable fast and reliable decision making, we’re your First Advantage. For more detailed information on First Advantage products and services, visit fadv.com.

Financial Planning and Analysis9 days ago
Full TimeRemoteTeam 3,712Since 2003

This consultative sales and enterprise account management position focuses on growing revenue within strategic accounts in the Transportation Vertical by developing strategic account plans and ensuring the penetration of Company solutions. Responsibilities include coordinating with clients and internal teams to maintain service levels, tracking revenue trends, and delivering quarterly and annual client business reviews.

United States
$90K - $110K / year