Funding Specialist – Client-Facing & Detail-Oriented (Hybrid)

Conservice LLC

Logan (UT)

Hybrid

USD 23,000 - 28,000

Full time

4 days ago
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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

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

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