Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Financial Operations Specialist ensuring accuracy and compliance in financial operations for FlapKap. Focused on credit operations, collections, and data integrity with efficient processing.
Responsibilities
- Convert and parse bank statements and financial documents using multiple tech and automation tools.
- Categorize and structure financial data into Excel and analysis sheets for Credit Team review.
- Validate the completeness and accuracy of required client documentation prior to credit assessment.
- Review client contracts issued by Commercial Admin against Credit Team-approved offers to ensure full alignment.
- Review cheques submitted by the clients and validate against approved repayment schedules.
- Ensure all pre-disbursement conditions are met ahead of disbursement.
- Upload and validate disbursement details on the FlapKap application.
- Create and manage KYC records in line with regulatory and internal requirements.
- Handle settlements, replacement cheques, and related operational actions.
- Ensure all disbursements are accurately reflected in systems and supporting documentation.
- Review all collections received from clients and reconcile against expected repayment schedules.
- Identify discrepancies and coordinate with the Accounting team to resolve mismatches promptly.
- Maintain accurate and up-to-date collection tracking records.
- Monitor settlement schedules and follow up on due and overdue payments.
- Coordinate internally to ensure settlements are recorded accurately and on time.
- Connect with clients with overdue payments to ensure maximum collection and recovery rates.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
- 0-3 years of experience in financial operations, credit operations, fintech, banking operations, or accounting support.
- Strong knowledge of
- Experience in fintech, lending, factoring, or financial services is a strong plus.
- **Technical Skills:**
- Strong proficiency in Excel (data parsing, reconciliation, analysis).
- High attention to detail with the ability to validate large volumes of financial data accurately.
- Comfortable working with multiple systems and tools
- **Core Competencies:**
- Ownership &Accountability: Strong sense of ownership and accountability — sees tasks through end to end.
- One-Team Collaboration: Strong communication skills and ability to collaborate cross-functionally.
- Data-Informed Agility: Able to operate with speed and precision in a KPI-driven environment.
- Customer &Partner Centricity: Delivering a smooth, transparent experience for customers and external partners.
- **Preferred/ Advantageous Skills :**
- Experience validating contracts, cheque details, signatures, and approvals.
- Solid understanding of financial controls, compliance, and documentation standards.
Benefits
- Fast-paced environment with clear ownership and impact.
- Training on verification playbooks, evidence standards, and red-flag detection.
- Competitive compensation
Job title
Job type
Experience level
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Degree requirement
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