Funding Specialist

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Out Funding Team!

The Funding Specialist role is primarily responsible for timely auditing and processing of payments to customers and suppliers.  Additional tasks may include processing accounts payables or other business expenses.  

As a Funding Specialist I, you will:

• Perform various audit tasks to ensure accuracy of:
  • Funding requests
  • Bank information setups and changes
  • Mailing address setups and changes
  • Pull back owed funds, void and reissue payments, and research/process return files.
• Generate payment vouchers moving funds from various general legers to accommodate advance payments, points and other fees received as a part of new lease transactions.
• Process batch payments and balance daily transactions through reporting in conjunction with the Cash Applications Team.
• Manage the vendor master list including suppliers, customers, other 3rd party payment recipients.
• Perform various Accounts Payable tasks including:
  • Payment of company invoices and expense reports
  • Unclaimed property management
  • Employee reimbursements
• Understand a variety of new and existing finance programs, develop an expertise of existing systems/technology, and learn new systems as they evolve or are developed.
• Answer basic Accounts Payable questions from internal team members and/or external customers with limited assistance.
• Proactively participate in strategic projects as assigned.
• Understand and adhere to company policies and controls.  
• Provide outstanding GreatAmerica Experience for external as well as internal customers.

***Scheduled hours are from 9:00 to 6:00, some overtime may be required based on the needs of the business, or at month-end***

To be successful in this role you will need:

Education

• Minimum Two-year degree

Experience

• One to three months related experience and/or training; or equivalent combination of education and experience
• Accounts payable experience preferred

Computer Skills

• Excel, Word, Access, Outlook, Infolease, Salesforce, Vision, EOT System, OnBase, Epicor and Info-zone

Other Requirements

• Must be able to perform in a high intensity, customer focused environment, showing accountability in working both independently and as part of a team
• Must display ability to perform tasks that are repetitive in nature with accuracy, maintaining an awareness that even seemingly minor tasks carry a great deal of importance to our business
• Must possess excellent verbal communication skills and be detail oriented and reliable

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversation option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role click apply now. 

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.