Financial Assistant Job Type:

Part-TimePay:

$18.00 per hour Job Summary We are seeking a detail-oriented and organized Financial Assistant to join our growing team. This role is responsible for supporting the loan funding process by preparing and uploading required documentation to lending institutions, communicating with banks, and ensuring all funding stipulations are satisfied in a timely manner. The ideal candidate is highly organized, comfortable working in a fast-paced office environment, and has excellent communication and computer skills. Responsibilities Upload loan documents to banks and lending portals for funding. Review and retrieve funding stipulations using the CUDL application. Work directly with lenders to ensure all funding requirements are completed. Answer incoming phone calls professionally and assist customers and lenders. Process and organize paperwork within the company's internal systems. Utilize the Lightspeed application to manage dealership and finance documentation. Maintain accurate records and ensure all files are complete and compliant. Coordinate with the finance team to ensure loans are funded efficiently. Perform general administrative and clerical duties as assigned. Qualifications Previous administrative, finance, banking, or dealership experience preferred. Experience with CUDL and/or Lightspeed is a plus but not required—we are willing to train the right candidate. Strong attention to detail and organizational skills. Excellent verbal and written communication skills. Ability to multitask and prioritize in a fast-paced environment. Proficiency with Microsoft Office and basic computer applications. Professional, dependable, and customer-service oriented. Benefits Competitive hourly pay Paid time off Opportunities for growth and advancement Supportive team environment On-the-job training Health benefits (if applicable) If you are organized, dependable, and enjoy working in a finance and administrative setting, we'd love to hear from you. Apply today to join our team!

Pay:

$18.00 per hour

Benefits:

401(k) Dental insurance Employee discount Health insurance Paid time off Vision insurance

Work Location:

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