Frank Gay Services is looking to add Customer Finance Coordinator to our GROWING TEAM!
If you like to stay busy, know how to prioritize, and you work well in a high-volume atmosphere, this could be the right fit for you!
The successful candidate will be a self-starter and have a goal-oriented mindset. This role is key for those who like to help others, and serve both internal and external customers quickly and efficiently!
Finance Coordinator Responsibilities
- Review and process funding packages to ensure all required documentation is complete and accurate.
- Funding and sales slip processing.
- Verify sales slips, contracts, and supporting documents prior to funding submission.
- Track funding status and follow up on outstanding approvals or missing information.
- Coordinate with Sales, Operations, Finance, and Customer Service to resolve funding issues and prevent delays.
- Research and resolve funding discrepancies and documentation errors.
- Maintain accurate funding records and supporting documentation.
- Monitor funding KPIs and aging reports to ensure timely collection of funds.
- Assist with collections and Accounts Receivable activities as needed.
- Provide regular updates to leadership on funding performance and outstanding items.
- Reviewed and validated refund requests for accuracy, invoice matching, and policy compliance.
- Processed customer refunds through ServiceTitan, including partial refunds, cancellations, and financing-related transactions.
- Maintained detailed documentation, account notes, and refund tracking records.
- Coordinated with CES and Accounting teams to support customer satisfaction resolutions and refund compliance processes.
Performance Standards
- Strong attention to detail.
- Sense of urgency with daily workload management.
- Effective communication and cross-functional collaboration.
- Ability to prioritize, problem-solve, and work independently.
- Commitment to delivering excellent internal and external customer service.
Benefits:
- Medical, dental, vision, and supplemental insurance coverage
- 401(k) with 4% employer match
- PTO + Employer Paid Holidays
- Opportunity for continued growth and career advancement
Requirement
- High school diploma or equivalent required; Associate's degree in Finance, Accounting, Business Administration, or related field preferred.
- 2+ years of experience in finance operations, funding administration, accounts receivable, collections, accounting support, or a related field.
- Experience working with CRM, ERP, or financial management systems; ServiceTitan experience preferred.
- Proficient in Microsoft Office Suite, particularly Excel.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Excellent analytical and problem-solving abilities.
- Exceptional attention to detail and accuracy.
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