Acceptance Associate

Allied OneSource; Tallahassee (FL); On-site; USD 26,000 - 29,000; Full time

Job summary

Allied OneSource in Tallahassee, FL is seeking an Acceptance Associate to process and review a high volume of documents and data with accuracy and timeliness. You will handle broker-submitted paperwork, create and manage accounts, and generate daily and monthly reports to support business decisions.

The role emphasizes strong organizational, time management, and communication skills, and requires at least one year in finance or banking.

Qualifications

• Minimum of one year of experience in the financial or banking industry preferred.
• Proficient in Microsoft Office Suite and able to learn new systems quickly.
• Strong time management, organizational, problem-solving, and written and verbal communication skills.
• Location: able to work in our Tallahassee, FL office.

Responsibilities

• Document Review and Processing: Review broker-submitted documentation for accuracy and completeness, ensuring timely processing for funding.
• Account Management: Create and manage accounts, process endorsements, and liaise with internal and external stakeholders regarding financial documentation.
• Reporting and Analysis: Generate essential daily and monthly reports, providing insights to support business decisions.
• Additional Support: Assist account managers, maintain internal systems, and complete tasks to support efficient processes.

Skills

Time management

Organizational skills

Problem-solving

Communication

Tools

Microsoft Office Suite

Job description

About the Role:

We are seeking a highly motivated and detail-oriented Acceptance Associate to join our team. In this role, you will be responsible for processing and reviewing a high volume of documents and data, ensuring accuracy and timely completion.

Job Description:

We are seeking a highly motivated and detail-oriented Acceptance Associate to join our team. In this role, you will be responsible for processing and reviewing a high volume of documents and data, ensuring accuracy and timely completion.

Responsibilities:

• Document Review and Processing: Review broker-submitted documentation for accuracy and completeness, ensuring timely processing for funding.
• Account Management: Create and manage accounts, process endorsements, and liaise with internal and external stakeholders regarding financial documentation.
• Reporting and Analysis: Generate essential daily and monthly reports, providing insights to support business decisions.
• Additional Support: Assist account managers, maintain internal systems, and complete tasks to support efficient processes.

Experience/Background Requirements:

• Industry Experience: Minimum of one year of experience in the financial or banking industry preferred.
• Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn new systems and procedures.
• Strong Skills: Excellent time management, organizational, problem-solving, and communication skills, both verbal and written.
• Location: Able to work in our Tallahassee, FL office location.

Preferred Qualifications:

• Language: Must be proficient in English, but Bilingual in Spanish and English is preferred.

Pay: $19-20.75/hr