Finance Admin Specialist — Drive Efficiency & Accuracy

CSM Companies, Inc. - Kenworth; Madison (WI); On-site; USD 40,000 - 50,000; Full time

Job summary

A financial services provider in Madison, WI seeks an Administrative Assistant to perform day-to-day operational tasks. The role includes managing financial transactions, assisting in loan processing, and ensuring effective communication with customers. Candidates should possess an Associate's degree in Accounting and have strong organizational and attention-to-detail skills. Proficiency in Excel is preferred, along with the ability to handle multiple tasks in a dynamic environment.

Qualifications

• Associate’s degree in Accounting or related field required.
• Prior experience in equipment financing or leasing is a plus.
• Strong organizational skills and attention to detail.

Responsibilities

• Process various transactions for financial services and truck leasing businesses.
• Administer loan processing including scheduling ACH batches and collections.
• Create new customer records from incoming credit applications.

Skills

Organizational skills

Attention to detail

Excellent communication skills

Ability to prioritize tasks

Education

Associate’s degree in Accounting or related field

Tools

Excel

Job description

A financial services provider in Madison, WI seeks an Administrative Assistant to perform day-to-day operational tasks. The role includes managing financial transactions, assisting in loan processing, and ensuring effective communication with customers. Candidates should possess an Associate's degree in Accounting and have strong organizational and attention-to-detail skills. Proficiency in Excel is preferred, along with the ability to handle multiple tasks in a dynamic environment.