Orion First · 1 day ago
AVP/ Data Processing & Quality Assurance (100% Remote)
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Financial Services
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Responsibilities
Responsible for reviewing and documenting “as-is procedures” for all major functions performed by Booking Coordinators
Responsible for documenting and recommending any process changes that will increase revenue and customer satisfaction and eliminate workarounds.
Quality review of all performed work to ensure completeness and accuracy.
Ensure month-end closings are complete and documented for all clients and internally.
Management of all new Client Conversions related to data processing.
Management of all E-booking processes as well as supporting and engaging all clients to participate.
Management of all Salesforce tasks and tickets for accuracy, completeness, and timeliness.
Responsible for ensuring staff has timely provided all Certificates of Insurance to GAIC.
Responsible for ensuring all Clients have call-back or reconciliation reports in place for all bookings and that they are reviewed, approved, and completed on a weekly and monthly basis.
Must be able to work after hours from time to time and on Month End.
Work together with IT to analyze and improve systems and processes.
Supports Orion’s Stars and Clients, as necessary.
Uphold Orion’s Company Culture, Purpose, and Mission
Other duties as assigned.
Qualification
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Required
3-5 years in the finance industry specifically related to data integrity, process management, and ability to interpret/compile amortization schedules.
Salesforce experience in tasks, tickets, and workflow
Ability to analyze processes and information, identify problems and trends, and develop effective solutions.
Leadership/Management experience
Preferred
Certified Leasing and Finance Professional (CLFP)
Bachelor’s degree in business administration and/or ongoing education
Project management or experience
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Time Off
Retirement
WFH Benefit
And More!
Company
Orion First
Orion First, founded in 2001, is a full-service commercial loan and lease portfolio servicer which provides a suite of services and products to manage the complete life cycle of a borrower.