Transaction Management Specialist jobs in United States
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American Funding Solutions · 1 day ago

Transaction Management Specialist

American Funding Solutions is a dynamic company located in Blue Springs, Missouri, seeking a Transaction Management Specialist. The role involves managing company communications, auditing invoices, processing payments, and supporting financial operations within a collaborative team environment.

ConsultingCreditFinancial ServicesInsurance

Responsibilities

Monitor and Manage Company-wide Inbox: manage communication, save invoices, and organize correspondence. Timely response to numerous daily emails
Invoice and Account Auditing: Review and audit invoices and related documentation for accuracy. Mitigate fraud and prevent financial loss
Reporting: Create and review financial and operational reports
Invoice Processing: Enter invoices and review documents related to funding activities
Outsourcing Support: Monitor and assist the outsourcing team as needed
Manage bank accounts: reconcile, monitor balances & transactions
Risk Management: review commercial credit, set credit limits. Oversee and manage account balances, assist with collection of past due invoices
Payment Processing: Process payments to clients and apply payments received from clients
Account Reconciliation: Perform regular account reconciliations
QuickBooks Management: Maintain QuickBooks balances, make entries, and handle deposits
Daily Payment Tracking: Manage and update Google Sheets for daily payments

Qualification

Microsoft OfficeGoogle SheetsQuickBooks ManagementAnalytical SkillsDeadline-DrivenProblem-SolvingDetail-OrientedSelf-Starter

Required

Able to manage challenges with a proactive, solutions-oriented approach
Proficient in Microsoft Office (Excel, Word, Outlook) and Google Sheets
Strong attention to detail and analytical skills
Comfortable working within deadlines and managing multiple clients and projects
Able to prioritize daily, weekly, and monthly tasks independently
Ability to take ownership of tasks to completion

Preferred

Office work experience preferred but not required

Benefits

Bonus potential of $5,000
Competitive Benefits Package
Medical, Dental, and Vision Coverage for employees and eligible dependents
Paid Time Off (PTO) and paid leave policies
Flexible Hybrid Work Opportunities after demonstrated success
401(k) with Competitive Match after a successful introductory period

Company

American Funding Solutions

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American Funding Solutions provides alternative funding solutions to small businesses nation-wide.

Funding

Current Stage
Early Stage

Leadership Team

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Kim Deveney
Managing Partner
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