Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
What You’ll Do:
Assist in the escrow process, such as opening orders, inputting closing statement information, preparing documents for closing, handling the complete disbursement and follow-up
Communicate regularly with customers during the escrow process flow
Interpret various agreements as they relate to escrow closings
Working with a variety of technologies to enable escrow transactions, assisting customers to ensure a phenomenal customer experience
What You’ll Bring:
Passion for helping customers while maintaining a professional and positive attitude
Excellent verbal and written communication with both our internal teams and external customers
Problem solver with strong organizational skills, is detail oriented, a natural curiosity with an eagerness to learn
Thrives in contributing to a team working together to deliver beyond customer expectations
Knowledge of MS Office suite and ability to quickly adapt to new software applications and technologies
High school diploma or equivalent
2 years of escrow-related experience preferred