Finance Assistant

DaBellaPortland, OR18 days ago

The Funding Assistant organizes and processes financial information from sales representatives and manages a wide range of administrative and client support activities. They also oversee standard security procedures for handling sensitive financial information and maintain data privacy.

Essential Functions:

  • Process a high volume of new client business transactions daily
  • Establish and maintain communication with general managers, office managers, and sales representatives
  • Establish and maintain communication with various lenders and underwriters
  • Record and maintain reporting to track monthly sales
  • Calculate and analyze job costing to determine if lender approvals are within financial guidelines
  • Process and prepare financial forms
  • Collect and enter data for various financial spreadsheets
  • Reconcile any discrepancies or errors identified during project completion and funding review
  • Suggest changes or improvements to increase accuracy, efficiency, and cost reductions
  • Provides a full range of administrative support to Financing Department- copying, filing, and scanning
  • Prepare reports and materials for Finance Manager
  • Answer both internal project team and external client questions regarding financing status
  • Maintain and organize client documents


  • Bachelor’s degree or combination of equivalent education and experience
  • Minimum of 1 year experience in finance/loan servicing experience
  • Excellent computer skills with proficiency in Microsoft Office 
  • Ability to analyze financial information and handle complex numerical calculations
  • Solid communication skills, both written and verbal
  • Understanding of data privacy standards
  • Build strong relationships with clients with the motivation to make a difference in our clients' lives
  • Ability to multi-task, work under pressure, and meet deadlines
  • Familiarity with business principles and practices, and outstanding problem-solving skills

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