Job Summary:
Project Development Specialist Position will be a part of the finance team. Ideal candidates with experience with QBO for the accounting side of the position are preferred, but most importantly would have experience working and managing relationships with third party finance partners.
In this role, the Project Development Specialist must understand accounting concepts, including proper revenue recognition. Oversees the tasks of sending invoices to clients and monitoring outstanding balances to ensure each account is paid on time and in full. Often managing numerous client accounts at once. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed.
Supervisory Responsibilities:
Project Finance Specialist Core Responsibilities:
Responsible for the direct oversight of a specific lender.
Monitor and manage all projects associated with assigned lender (s)
Monitoring project status, uploading documents, relationship management
Ensure that all required stipulations are collected from Ops and uploaded into the lender portal to obtain final approval and ultimately final funding.
Obtains revenue by verifying transaction information; computing charges and refunds; preparing and mailing invoices; identifying delinquent accounts and insufficient payments.
Collects revenue by reminding delinquent accounts; notifying customers of insufficient payments.
Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
Maintains accounting ledgers by posting account transactions.
Verifies accounts by reconciling statements and transactions.
Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments.
Maintains financial security by following internal accounting controls.
Secures financial information by completing database backups.
Maintains financial historical records by filing accounting documents.
Contributes to team effort by accomplishing related results as needed.
Other tasks
Requirements
Project Finance Specialist Education, Qualifications and Experience:
Bachelor’s degree in accounting, Finance, or related field highly desired.
At least 2+ years of previous related experience required
Proficient computer skills
CRM - data entry, report usage
Working within finance partner portals
Coordination and communication with the Operations team
Quickbooks proficiency preferred.
Project Finance Specialist Requirements/ Skills/Abilities:
Excellent customer service skills
Excellent verbal and written communication skills
Ability to establish rapport, build relationships and loyalty with lenders, external and internal customers and coworkers, and remains tactful when communicating
Must be technologically savvy, demonstrating the ability to adapt to ever changing technologies and learn functionality of new equipment and systems
Team player motivated to work in a fast-paced environment
Benefits
Compensation & Benefits:
Long term stability in a fast-growing industry
Competitive compensation,
Paid Holidays
Generous 401(k) option
Dental insurance
Employer Paid Basic Life and AD&D Insurance
Employer Paid Long Term Disability
Optional Employee Paid - Voluntary Benefits
Health insurance
Life insurance
Paid time off
Vision insurance
Opportunity for career development and advancement with a rapidly growing company
High-energy, fun, and friendly culture
Benefits Package available after 60 days of employment. However, some items are subject to meeting eligibility.
Compensation
Compensation may vary based on role, level, experience, length of time in a position, and location. Candidates are not guaranteed to be at the high or low end of the compensation ranges presented. The Company complies with applicable federal, state, and local minimum wage requirements.
