Transaction Management Specialist
American Funding Solutions is a dynamic company located in Blue Springs, Missouri, seeking a Transaction Management Specialist. The role involves managing company communications, auditing invoices, processing payments, and supporting financial operations within a collaborative team environment.
Responsibilities
- Monitor and Manage Company-wide Inbox: manage communication, save invoices, and organize correspondence. Timely response to numerous daily emails
- Invoice and Account Auditing: Review and audit invoices and related documentation for accuracy. Mitigate fraud and prevent financial loss
- Reporting: Create and review financial and operational reports
- Invoice Processing: Enter invoices and review documents related to funding activities
- Outsourcing Support: Monitor and assist the outsourcing team as needed
- Manage bank accounts: reconcile, monitor balances & transactions
- Risk Management: review commercial credit, set credit limits. Oversee and manage account balances, assist with collection of past due invoices
- Payment Processing: Process payments to clients and apply payments received from clients
- Account Reconciliation: Perform regular account reconciliations
- QuickBooks Management: Maintain QuickBooks balances, make entries, and handle deposits
- Daily Payment Tracking: Manage and update Google Sheets for daily payments
Skills
- Able to manage challenges with a proactive, solutions-oriented approach
- Proficient in Microsoft Office (Excel, Word, Outlook) and Google Sheets
- Strong attention to detail and analytical skills
- Comfortable working within deadlines and managing multiple clients and projects
- Able to prioritize daily, weekly, and monthly tasks independently
- Ability to take ownership of tasks to completion
- Office work experience preferred but not required
Benefits
- Bonus potential of $5,000
- Competitive Benefits Package
- Medical, Dental, and Vision Coverage for employees and eligible dependents
- Paid Time Off (PTO) and paid leave policies
- Flexible Hybrid Work Opportunities after demonstrated success
- 401(k) with Competitive Match after a successful introductory period
Company Overview