Finance Operations Specialist

Tax Relief Advocates•Irvine, CA

18h•$70,304•Onsite

About The Position

We are seeking a detail-oriented Finance Coordinator to support the Finance Manager and Director of Sales. This role is critical in maintaining the continuous flow of operations within the Finance Department. The ideal candidate will act as a key liaison between the sales team and back-end operations, ensuring that loans are funded efficiently, discrepancies are resolved quickly, and administrative processes are optimized for accuracy.

Requirements

Analytical Mindset: Ability to identify discrepancies and solve problems independently.
Communication: Strong interpersonal skills to navigate conversations between Sales reps and Back-End operations.
Organization: High level of attention to detail and the ability to manage a high volume of pending tasks/loans.
Experience: Previous experience in finance support, loan processing, or administrative operations is preferred.

Responsibilities

Loan Processing & Funding Support
Invoicing: Manage the distribution of invoices to lenders to facilitate prompt loan processing and funding.
Pipeline Management: Audit pending loans and approved applications to identify missing documentation or requirements needed to reach "funded" status.
Status Tracking: Provide real-time updates to the Sales team regarding daily funding statuses and loan postings.
Portfolio Cleanup: Regularly review approved but unfunded applications to determine if cancellations or extensions are required.
Financial Quality Assurance
Reconciliation: Perform account reconciliations and investigate financial variances or miscalculations to ensure data integrity.
Data Entry: Complete clerical tasks and data entry to streamline financial procedures and optimize department workflows.
Reporting: Assist the Finance Manager with special projects and the creation of detailed administrative SOPs to drive team efficiency.
Escalations & Resolution Management
Escalation Resolution: Act as a primary point of contact for financial escalations, working directly with Sales and Back-End teams to find solutions.
Default Management: Proactively manage First Payment Defaults (FPDs) by investigating root causes and coordinating with all stakeholders to resolve payment issues.
Lender Relations: Help maintain and strengthen professional relationships with lending partners to ensure smooth communication and funding priority.