Job Information
Insight Global Finance Coordinator in San Diego, California
Job Description
A client in San Diego, CA area is looking for an entry level Finance Coordinator to join their team. They will be doing a variety of tasks such as coordinate financing of equipment sales activities and provide administrative support, documentation and other paperwork by performing the following duties.
-Receive and process all credit applications and sales orders for equipment financing. Verify accuracy and completeness off all applications submitted including customer information and transactional information.
-Review/Generate/Distribute Loan & Lease documents as requested in either paper or electronic form. Confirm 100% accuracy of machine, customer, and finance information. Complete preliminary review of completed docs when returned to Finance dept. Upload invoices and required documentation to completed electronic documents prior to submittal.
-Provide Quotes or Finance Proposals to sales reps as requested, and assist with quoting finance rates and programs.
-Work with credit department to process new customer credit applications and account creation
-Maintain Daily/Weekly/Monthly Finance details on all transactions submitted via Microsoft Excel.
-Manage record storage system for completed transactions by properly organizing and uploading scanned records to online storage database.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
Must Haves:
Bachelor's degree or equivalent combinations of education and experience
Minimum of 2 years experience with accounting/finance background (this could include college courses)
Ability to read, analyze, and interpret finance contracts, general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Math skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to solve practical problems and deal with a variety of concrete variables -Can handle volume and attention to detail
-Customer service
-Sense of urgency
-Data entry null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.