Entry-Level Finance Operations Coordinator

Vaco by Highspring; Houston (TX); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Discretionary bonuses

Medical, dental, and vision benefits

401(k) retirement plan

Job summary

A financial services company seeks a motivated Financial Operations Coordinator in Houston, Texas. This entry-level position requires detail orientation and basic mathematical skills for supporting clients in managing SBA and USDA loans. Successful candidates will excel in communication and have a strong customer service ethos. The role includes responsibilities for reconciling payments, generating reports, and ensuring accurate records, while fostering professional development in finance.

Qualifications

• Knowledge of financial products such as SBA Loans or USDA Loans is beneficial.
• Ability to work in a team environment effectively.
• Willingness to learn about banking and finance.

Responsibilities

• Provide client support for managing financial products.
• Prepare and deliver Debit/Credit Advices clearly.
• Assist in reconciling payment discrepancies with lenders.
• Contribute to generating monthly financial reports.
• Support servicing for client-focused financial products.

Skills

Mathematical skills

Communication skills

Customer service orientation

Organizational skills

Education

Bachelor's degree in Business or Finance

Job description

A financial services company seeks a motivated Financial Operations Coordinator in Houston, Texas. This entry-level position requires detail orientation and basic mathematical skills for supporting clients in managing SBA and USDA loans. Successful candidates will excel in communication and have a strong customer service ethos. The role includes responsibilities for reconciling payments, generating reports, and ensuring accurate records, while fostering professional development in finance.