Related skills
salesforce compliance excel lending automation📋 Description
- Vet contractors and evaluate fraud risks.
- Submit contractor applications to lenders and track progress.
- Manage Salesforce cases to support expansion of business.
- Perform recurring compliance audits (licenses, re-vetting, docs).
- Communicate with lenders to obtain missing details.
- Collaborate with Sales and Account Management.
🎯 Requirements
- Bachelor’s degree in Accounting, Finance, Economics or similar
- 1+ years of Accounting or Operations experience
- Salesforce, Excel aptitude required
- Ability to work autonomously and problem-solve
- Attention to detail and ability to spot risk
- Understanding of the Lending space a plus
🎁 Benefits
- Health care benefits
- Retirement benefits
- Paid time off and sick leave
- Equity via restricted stock units
- Performance bonus or commissions
- Other tax-reportable benefits
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