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.

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

Skills

• 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
• 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 Overview