Funding Manager

Conservice LLC; Logan (UT); Hybrid; USD 23,000 - 28,000; Full time

Job summary

Conservice LLC is seeking a Funding Manager in Utah on a hybrid schedule (In-office Tuesday, Wednesday, and Thursday) to generate and verify fund requests and coordinate with clients. The role requires attention to detail and strong communication skills to ensure accurate fund processing and timely client approvals.

Candidates should be proficient with Microsoft Excel and Google Docs/Sheets, able to learn new software quickly, manage time effectively, and resolve issues independently while

Qualifications

• Committed to quickly learn and adapt to new computer software.
• Able to independently make decisions to resolve issues.
• Able to effectively manage time and prioritize workload to meet deadlines.
• Self-motivated to find the root of problems and resolve client issues.

Responsibilities

• Generating Funds requests and checking them for accuracy before sending to clients.
• Obtaining client approval prior to authorizing Conservice to pull funds.
• Answering any internal and external communication in a professional manner.
• Ensuring overall client satisfaction.

Skills

Adaptability

Time management

Attention to detail

Professional communication

Education

High school diploma

Conservice experience

Tools

Microsoft Excel

Google Docs/Sheets

Job description

Job Description

FUNDING MANAGER

Department: Synergy

Location: 5 am - 2 pm, Hybrid (In-office Tuesday, Wednesday, and Thursday)

Wage: $17.35 + Performance based increases

Overview

Funding managers generate fund requests and send them to our clients based on the bills that have been processed. Funding Managers are responsible for receiving approval in order for Conservice to pay bills on the client’s behalf. Funding deals with client funds, so great care and attention to detail is required to ensure accurate and timely requests. Funding is a client-facing team which requires communicating in a professional manner.

Responsibilities

As a Funding Manager, you will be responsible for:

• Generating Funds requests and checking them for accuracy before sending to clients
• Obtaining client approval prior to authorizing Conservice to pull funds
• Answering any internal and external communication in a professional manner
• Ensuring overall client satisfaction

Qualifications

• Committed to quickly learn and adapt to new computer software
• Able to independently make decisions to resolve issues
• Able to effectively manage time and prioritize workload to meet deadlines
• Self-motivated to find the root of problems and resolve client issues

Requirements

Education & Experience

• + 6 Months Conservice experience preferred
• High school diploma or equivalent
• Comfortable using Microsoft Excel and Google Docs/Sheets
• Clear and professional written and verbal communication

This Company is an Equal Opportunity Employer, and does not discriminate on the basis of race, gender, ethnicity, religion, national origin, age, disability, veteran status, or on any other basis prohibited by law. Information on race, gender and national origin will only be used for statistical and recordkeeping purposes, and will not be used in making any employment decisions. All information provided will be kept separate from your expression of interest. Providing this information is strictly voluntary, and you will not be subjected to any adverse action or treatment if you choose not to provide this information. If you do not choose to answer these questions, we ask that you select "Decline to Identify" for each question. Thank you for your voluntary cooperation.