Acceptance Associate — Document & Data Specialist

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

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.