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Confidential

Finance Operations Specialist

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Based on Illinois data

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What they do

A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.

$63,111 / year median in Illinois

-8% projected decline

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Job Description

Financing Operations Specialist We are seeking a Financing Support Specialist to assist our sales team and customers throughout the financing process for residential home renovation projects. This position plays a critical role in helping homeowners understand financing options while supporting sales representatives with approvals, lender communication, and financing-related questions. We are looking for someone who is professional, organized, customer focused, and comfortable handling financing conversations with confidence and clarity.
Responsibilities:
Assist homeowners with financing applications and financing-related questions Guide customers through the approval and funding process Support sales representatives with lender programs, financing terms, and documentation Communicate with lenders and financing partners when needed Follow up with customers regarding approvals, missing documents, and next steps Help explain financing options in a clear and professional manner Maintain accurate customer and financing records Work closely with management and sales teams to ensure a smooth customer experience Help resolve financing issues or delays quickly and professionally
Qualifications:
Previous financing, banking, lending, or credit-related experience required Strong communication and customer service skills Comfortable speaking with homeowners about financing options Ability to multitask in a fast-paced environment Detail oriented and organized Experience with CRM systems and basic computer skills preferred Home improvement or construction industry experience is a plus, but not required Positive attitude and team-oriented mindset Compensation & Benefits $52,000 annual salary Health insurance Dental insurance Vision insurance Life insurance 401(k) Paid training Growth opportunities within a rapidly expanding company If you are experienced in financing support and enjoy helping customers navigate important home improvement investments, we would love to hear from you!
Pay:
From $52,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Do you have any previous experience with construction or home improvement projects? Do you have any previous experience in financing, banking, lending, or credit-related roles?
Work Location:
In person