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salesforce compliance excel lenders automation📋 Description
- Vet contractors and evaluate fraud risks.
- Submit contractor applications to multiple lenders and track progress.
- Manage Salesforce cases supporting expansion of the business.
- Perform recurring compliance audits (licenses, revetting, docs).
- Communicate with lenders to obtain missing submission details.
- Collaborate with Sales and Account Management; pursue process improvements.
🎯 Requirements
- Bachelor's degree in Accounting, Finance, Economics or similar.
- 1+ years of Accounting or Operations experience.
- Salesforce and Excel aptitude.
- 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, sick leave, parental leave
- Other tax-reportable benefits
- Bonus, commission and RSU equity
- Company-wide employee benefits
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