Acceptance Associate

About the Role

We are seeking a highly motivated and detail-oriented Acceptance Associate to join our team. In this role, you will be responsible for processing and reviewing a high volume of documents and data, ensuring accuracy and timely completion. Your bilingual skills will be essential for effectively communicating with clients and colleagues from diverse backgrounds.

Responsibilities

• Review broker-submitted documentation for accuracy and completeness, ensuring timely processing for funding.
• Create and manage accounts, process endorsements, and liaise with internal and external stakeholders regarding financial documentation.
• Generate essential daily and monthly reports, providing insights to support business decisions.
• Assist account managers, maintain internal systems, and complete tasks to support efficient processes.

Requirements

• Minimum of one year of experience in the financial or banking industry preferred.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn new systems and procedures.
• Excellent time management, organizational, problem-solving, and communication skills, both verbal and written.
• Bilingual in Spanish and English.
• Able to work in our Tallahassee, FL office location.

Pay

$19-21/hr