Client-Facing Funding Coordinator

Conservice; Logan (UT); Ibrido; USD 20.000 - 28.000; Tempo pieno

Descrizione del lavoro

Conservice is seeking a Funding Manager in a hybrid role with in-office days on Tuesday, Wednesday, and Thursday. You will generate fund requests, verify accuracy, and obtain client approvals to initiate payments on client bills. Strong communication and organizational skills are essential to maintain client satisfaction.

The position requires learning new software, independent decision-making, time management, and attention to detail to ensure timely funding processes.

Competenze

• Willingness to learn new software and adapt quickly.
• Ability to make independent decisions to resolve issues.
• Strong time management and prioritization to meet deadlines.
• Self-motivated to identify root causes and resolve client issues.
• Meticulous attention to detail in fund processing.

Mansioni

• Generate Funds requests and verify them for accuracy before sending to clients.
• Obtain client approval prior to authorizing Conservice to pull funds.
• Respond professionally to internal and external communications.
• Maintain high levels of client satisfaction through accurate and timely processing.

Conoscenze

Adaptability

Decision making

Time management

Problem solving

Attention to detail

Formazione

High school diploma or equivalent

Accounting/GL experience (a plus)

Strumenti

Microsoft Excel

Google Docs/Sheets

Descrizione del lavoro

Conservice is seeking a Funding Manager in a hybrid role with in-office days on Tuesday, Wednesday, and Thursday. You will generate fund requests, verify accuracy, and obtain client approvals to initiate payments on client bills. Strong communication and organizational skills are essential to maintain client satisfaction.

The position requires learning new software, independent decision-making, time management, and attention to detail to ensure timely funding processes.