Internal Processing Specialist

June 6, 2024
$50,000 - $60,000 / year
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Job Description

A financial services company, based out of Cedarhurst that is committed to providing their clients with superior financial solutions and have built their reputation on innovation and dynamism is looking for an organized, efficient Internal Processing Specialist to join their team! The Internal Processing Specialist is responsible for managing and optimizing daily operations processes within their funding business. This role involves handling login and funding calls, data entry, and monitoring deal flow. The ideal candidate will have exceptional attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently.


  • Daily Operations: Execute and manage daily operational processes, ensuring tasks are completed accurately and on time.
  • Login and Funding Calls: Field and manage login and funding calls, providing accurate information and resolving any issues that arise.
  • Data Entry: Accurately enter and update data related to cash advances in company systems. Ensure data integrity and confidentiality.
  • Deal Flow Monitoring: Monitor and track deal flow, ensuring all transactions are processed correctly and efficiently.
  • Compliance: Ensure all processes comply with relevant regulatory requirements and company policies.
  • Documentation: Maintain detailed documentation of processes, including standard operating procedures (SOPs) and daily logs.
  • Reporting: Generate daily and weekly reports on operations performance, highlighting key metrics and any areas of concern.
  • Collaboration: Work closely with the sales, finance, and customer service teams to ensure seamless processing and to address any issues promptly.
  • Problem Solving: Identify and resolve operational issues, developing and implementing corrective actions as needed.
  • Continuous Improvement: Propose and implement improvements to enhance efficiency and accuracy in processing.
  • Other duties as assigned


  • Education: High school diploma or equivalent. Associates degree in Business Administration, Finance, or a related field is a plus.
  • Experience: Minimum of 1 year of experience in a similar role within the financial services or cash advance industry.
  • Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with financial software and CRM systems.
  • Attention to Detail: Exceptional attention to detail and accuracy in all aspects of work.
  • Communication Skills: Excellent verbal and written communication skills. Ability to handle internal calls professionally and effectively.
  • Organizational Skills: Strong organizational and time-management skills. Ability to manage multiple tasks and priorities simultaneously.
  • Team Player: Ability to work collaboratively in a team-oriented environment.
  • Problem-Solving Skills: Strong problem-solving skills with the ability to develop and implement effective solutions.