Customer Financial Coordinator

Frank Gay Services; Orlando (FL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

PTO + Holidays

401(k) with employer match

Job summary

Frank Gay Services is seeking a Customer Finance Coordinator to support funding and accounts receivable functions in a fast-paced environment. You will review funding packages, process sales slips, and verify documents to ensure timely funding submissions.

The role requires 2+ years in finance operations, strong Excel skills, and experience with CRM/ERP systems. You will collaborate with Sales, Operations, Finance, and Customer Service to resolve issues and optimize cash flow.

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• 2+ years of experience in finance operations, funding administration, accounts receivable, collections, accounting support, or related field.
• Experience working with CRM, ERP, or financial management systems; ServiceTitan experience preferred.
• Proficient in Microsoft Office Suite, particularly Excel.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Excellent analytical and problem-solving abilities.
• Exceptional attention to detail and accuracy.

Responsibilities

• Review and process funding packages to ensure all required documentation is complete and accurate.
• Funding and sales slip processing.
• Verify sales slips, contracts, and supporting documents prior to funding submission.
• Track funding status and follow up on outstanding approvals or missing information.
• Coordinate with Sales, Operations, Finance, and Customer Service to resolve funding issues and prevent delays.
• Research and resolve funding discrepancies and documentation errors.
• Maintain accurate funding records and supporting documentation.
• Monitor funding KPIs and aging reports to ensure timely collection of funds.
• Assist with collections and Accounts Receivable activities as needed.
• Provide regular updates to leadership on funding performance and outstanding items.
• Reviewed and validated refund requests for accuracy, invoice matching, and policy compliance.
• Processed customer refunds through ServiceTitan, including partial refunds, cancellations, and financing-related transactions.
• Maintained detailed documentation, account notes, and refund tracking records.
• Coordinated with CES and Accounting teams to support customer satisfaction resolutions and refund compliance processes.

Skills

Attention to detail

Prioritization

Analytical skills

Cross-functional collaboration

Problem-solving

Organizational skills

Customer service mindset

Education

Associate's degree in Finance, Accounting, Business Administration, or related field

Tools

ServiceTitan

CRM systems

Microsoft Excel

ERP systems

Job description

Frank Gay Services is looking to add Customer Finance Coordinator to our GROWING TEAM!
If you like to stay busy, know how to prioritize, and you work well in a high-volume atmosphere, this could be the right fit for you!
The successful candidate will be a self-starter and have a goal-oriented mindset. This role is key for those who like to help others, and serve both internal and external customers quickly and efficiently!

Finance Coordinator Responsibilities

• Review and process funding packages to ensure all required documentation is complete and accurate.
• Funding and sales slip processing.
• Verify sales slips, contracts, and supporting documents prior to funding submission.
• Track funding status and follow up on outstanding approvals or missing information.
• Coordinate with Sales, Operations, Finance, and Customer Service to resolve funding issues and prevent delays.
• Research and resolve funding discrepancies and documentation errors.
• Maintain accurate funding records and supporting documentation.
• Monitor funding KPIs and aging reports to ensure timely collection of funds.
• Assist with collections and Accounts Receivable activities as needed.
• Provide regular updates to leadership on funding performance and outstanding items.
• Reviewed and validated refund requests for accuracy, invoice matching, and policy compliance.
• Processed customer refunds through ServiceTitan, including partial refunds, cancellations, and financing-related transactions.
• Maintained detailed documentation, account notes, and refund tracking records.
• Coordinated with CES and Accounting teams to support customer satisfaction resolutions and refund compliance processes.

Performance Standards

• Strong attention to detail.
• Sense of urgency with daily workload management.
• Effective communication and cross-functional collaboration.
• Ability to prioritize, problem-solve, and work independently.
• Commitment to delivering excellent internal and external customer service.

Benefits

Pay Range:

• Medical, dental, vision, and supplemental insurance coverage
• 401(k) with 4% employer match
• PTO + Employer Paid Holidays
• Opportunity for continued growth and career advancement

Requirement

• High school diploma or equivalent required; Associate's degree in Finance, Accounting, Business Administration, or related field preferred.
• 2+ years of experience in finance operations, funding administration, accounts receivable, collections, accounting support, or a related field.
• Experience working with CRM, ERP, or financial management systems; ServiceTitan experience preferred.
• Proficient in Microsoft Office Suite, particularly Excel.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Excellent analytical and problem-solving abilities.
• Exceptional attention to detail and accuracy.