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Most recent job postings at ideafinancial
via Salary.com
posted_at: 6 days agoschedule_type: Full-time
Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for to our sales team and we have paid millions of dollars in commission to our team.
If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate.
Do you aspire
Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for to our sales team and we have paid millions of dollars in commission to our team.
If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate.
Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards.
Come work for the engine of the American economy. Come work at Idea Financial.Idea Financial is hiring a Business Advisor to join our Sales team.
This role will report to the Portfolio Success and Retention Manager and will be on the front lines of helping us facilitate small business lending opportunities referred to us by our partners.
You will help partners present offers when necessary... and will interact with Underwriting to facilitate closing commercial credit facilities.
In this highly visible and strategic position you will play an integral role in driving top line growth and revenue to the organization.
Success in this role is measured by your ability to deliver results through the achievement of monthly sales goals and increased partner production and engagement.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities- Effectively represent The Company through efficient and professional Partner interactions that result in heightened engagement, productivity, and profitability.
Work with existing and new partners to help promote Idea Financial products- Engage partners on best practices, how our products work, and how we can best serve them- Work with internal stakeholders to complete loan applications- Communicate clearly with partners, clients, and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit- Reach out to partners and gather necessary documents to complete loan applications- Deliver consistent and timely responses- Strategize and consult with partners to ensure best in class service level standards- Utilize Salesforce to track the status of your activity and loan pipeline- Provide feedback on effectiveness of nurturing partners and their needsThe ideal candidate profile : - No prior sales experience is necessary.
Instead, we are looking for honest, self-motivated, competitive, hard-working, high energy, productive, fun-loving, team players.
We are happy to teach you the business if you possess these skills. We can teach the specifics of business. We cannot teach work ethic.
Goal orientated, a team player who thrives in a collaborative, fast paced work environment- An efficient relationship builder who thrives on engagement and driving results through partners and other small businesses- Strong Organizational and time management skills- If you have used Salesforce in the past, great! But if you haven’t, get ready to learn.
What we offer : -Uncapped commissions and unlimited earning potential-Clear and concise goals and objectives- Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization- Unlimited growth potential- A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed.- Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy, and the flexibility / work life balance of a home office- Competitive compensation package with a strong base and uncapped commissions- Travel expectations range between 10-20%Idea Financial is an equal opportunity employer.
At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state or local law.
Job Status : Full time, office based in Miami. No remote work. We want an environment where co-workers interact, help one another, share ideas and get to know one another.
Remote work has robbed us of that. We need our team to be with the rest of the team.Compensation : Competitive salary Commissions full benefitsJob Type : Full-timeSalary : $45,000.
00 - $120,000.00 per year401(k)401(k) matchingEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offReferral programRelocation assistanceVision insuranceSchedule : Monday to FridaySupplemental pay types : Bonus opportunitiesCommission payAbility to commute / relocate : Miami, FL 33131 : Reliably commute or planning to relocate before starting work (Required)Idea Financial™ is a registered trademark of Idea 247 Inc.
All Idea Financial business credit lines are issued by Idea Financial. All products are subject to Idea Financial’s final approval.
You may qualify for a credit limit of up to $250,000. Your actual credit limit may vary. Terms and conditions will be provided to applicants during the application process.
Terms and conditions are subject to periodic review and changes, including credit limits and pricing reductions, credit limit and pricing increases, or account closures.
Copyright 2023 Idea Financial. All rights reserved.#J-18808-Ljbffr
Last updated : 2024-03-07 Show more details...
If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate.
Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards.
Come work for the engine of the American economy. Come work at Idea Financial.Idea Financial is hiring a Business Advisor to join our Sales team.
This role will report to the Portfolio Success and Retention Manager and will be on the front lines of helping us facilitate small business lending opportunities referred to us by our partners.
You will help partners present offers when necessary... and will interact with Underwriting to facilitate closing commercial credit facilities.
In this highly visible and strategic position you will play an integral role in driving top line growth and revenue to the organization.
Success in this role is measured by your ability to deliver results through the achievement of monthly sales goals and increased partner production and engagement.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities- Effectively represent The Company through efficient and professional Partner interactions that result in heightened engagement, productivity, and profitability.
Work with existing and new partners to help promote Idea Financial products- Engage partners on best practices, how our products work, and how we can best serve them- Work with internal stakeholders to complete loan applications- Communicate clearly with partners, clients, and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit- Reach out to partners and gather necessary documents to complete loan applications- Deliver consistent and timely responses- Strategize and consult with partners to ensure best in class service level standards- Utilize Salesforce to track the status of your activity and loan pipeline- Provide feedback on effectiveness of nurturing partners and their needsThe ideal candidate profile : - No prior sales experience is necessary.
Instead, we are looking for honest, self-motivated, competitive, hard-working, high energy, productive, fun-loving, team players.
We are happy to teach you the business if you possess these skills. We can teach the specifics of business. We cannot teach work ethic.
Goal orientated, a team player who thrives in a collaborative, fast paced work environment- An efficient relationship builder who thrives on engagement and driving results through partners and other small businesses- Strong Organizational and time management skills- If you have used Salesforce in the past, great! But if you haven’t, get ready to learn.
What we offer : -Uncapped commissions and unlimited earning potential-Clear and concise goals and objectives- Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization- Unlimited growth potential- A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed.- Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy, and the flexibility / work life balance of a home office- Competitive compensation package with a strong base and uncapped commissions- Travel expectations range between 10-20%Idea Financial is an equal opportunity employer.
At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state or local law.
Job Status : Full time, office based in Miami. No remote work. We want an environment where co-workers interact, help one another, share ideas and get to know one another.
Remote work has robbed us of that. We need our team to be with the rest of the team.Compensation : Competitive salary Commissions full benefitsJob Type : Full-timeSalary : $45,000.
00 - $120,000.00 per year401(k)401(k) matchingEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offReferral programRelocation assistanceVision insuranceSchedule : Monday to FridaySupplemental pay types : Bonus opportunitiesCommission payAbility to commute / relocate : Miami, FL 33131 : Reliably commute or planning to relocate before starting work (Required)Idea Financial™ is a registered trademark of Idea 247 Inc.
All Idea Financial business credit lines are issued by Idea Financial. All products are subject to Idea Financial’s final approval.
You may qualify for a credit limit of up to $250,000. Your actual credit limit may vary. Terms and conditions will be provided to applicants during the application process.
Terms and conditions are subject to periodic review and changes, including credit limits and pricing reductions, credit limit and pricing increases, or account closures.
Copyright 2023 Idea Financial. All rights reserved.#J-18808-Ljbffr
Last updated : 2024-03-07 Show more details...
via Glassdoor
posted_at: 17 days agoschedule_type: Full-time
Job description
Idea Financial is hiring a Senior Underwriter to join the Credit & Operations team. This role will report to the Vice president of Credit and Risk and be based out of the Miami, FL office. Underwriters are at the front lines of helping businesses get the financing they need when they need it. From reviewing completed business applications to ensure that our customers receive... appropriate financing options to identifying and mitigating
Job description
Idea Financial is hiring a Senior Underwriter to join the Credit & Operations team. This role will report to the Vice president of Credit and Risk and be based out of the Miami, FL office. Underwriters are at the front lines of helping businesses get the financing they need when they need it. From reviewing completed business applications to ensure that our customers receive... appropriate financing options to identifying and mitigating risk in our processes, Underwriters are crucial to the success and growth of Idea Financial.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
· This position independently analyzes and underwrites credit requests for prospects and customers for Lines of Credit and Term Loans up to $250,000.
· Ability to review and analyze Financial Statements and Tax Returns.
· Review all aspects of 3rdParty Credit reports on both the Business and the Guarantor, including Lexis Nexis, Equifax, Experian, Paynet and Clear.
· Applies underwriting guidelines and standards within credit authority.
· Ability to make decisions on files with minimal supervision.
· Perform detailed risk analysis, making decisions based on your findings.
· Verify gathered business documents during the underwriting processes such as financial, identification, or formation documentation.
· In-depth understanding of bank statements, seasonality, and industry trends.
· Prepare and/or review the completion of credit approval memorandums. Must have strong written and oral skills.
· Ability to prevent and detect fraudulent applications.
· Assure that the loan package complies with credit, underwriting standards.
· Must be able to think independently and provide creative financing solutions.
Requirements:
· Small Business Lending experience required with credit authority preferred
· BS degree, concentration in Business, Finance, or Economics
· Five years’ experience in Small Business Lending; SBA, Factoring or Alternative lending experience required
· In-depth knowledge of financial statements & tax returns
· Excellent analytical and problem-solving skills
· Superior attention to detail and accuracy
· Strong phone and email communication skills
· Experience working in a high-pressure, fast-paced environment
· Proven ability to consistently meet deadlines
· Ability to interact professionally with management, sales, and merchants
· South Florida or Richmond, VA Candidates preferred but not required
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Compensation: Competitive salary with full benefits
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Physical setting:
• Office
Schedule:
• Monday to Friday
Supplemental pay types:
• Bonus pay
• Commission pay
Application Question(s):
• How many years of experience lending to small businesses?
Experience:
• lending to small businesses: 3 years (Required)
Work Location: In person Show more details...
Idea Financial is hiring a Senior Underwriter to join the Credit & Operations team. This role will report to the Vice president of Credit and Risk and be based out of the Miami, FL office. Underwriters are at the front lines of helping businesses get the financing they need when they need it. From reviewing completed business applications to ensure that our customers receive... appropriate financing options to identifying and mitigating risk in our processes, Underwriters are crucial to the success and growth of Idea Financial.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
· This position independently analyzes and underwrites credit requests for prospects and customers for Lines of Credit and Term Loans up to $250,000.
· Ability to review and analyze Financial Statements and Tax Returns.
· Review all aspects of 3rdParty Credit reports on both the Business and the Guarantor, including Lexis Nexis, Equifax, Experian, Paynet and Clear.
· Applies underwriting guidelines and standards within credit authority.
· Ability to make decisions on files with minimal supervision.
· Perform detailed risk analysis, making decisions based on your findings.
· Verify gathered business documents during the underwriting processes such as financial, identification, or formation documentation.
· In-depth understanding of bank statements, seasonality, and industry trends.
· Prepare and/or review the completion of credit approval memorandums. Must have strong written and oral skills.
· Ability to prevent and detect fraudulent applications.
· Assure that the loan package complies with credit, underwriting standards.
· Must be able to think independently and provide creative financing solutions.
Requirements:
· Small Business Lending experience required with credit authority preferred
· BS degree, concentration in Business, Finance, or Economics
· Five years’ experience in Small Business Lending; SBA, Factoring or Alternative lending experience required
· In-depth knowledge of financial statements & tax returns
· Excellent analytical and problem-solving skills
· Superior attention to detail and accuracy
· Strong phone and email communication skills
· Experience working in a high-pressure, fast-paced environment
· Proven ability to consistently meet deadlines
· Ability to interact professionally with management, sales, and merchants
· South Florida or Richmond, VA Candidates preferred but not required
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Compensation: Competitive salary with full benefits
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Physical setting:
• Office
Schedule:
• Monday to Friday
Supplemental pay types:
• Bonus pay
• Commission pay
Application Question(s):
• How many years of experience lending to small businesses?
Experience:
• lending to small businesses: 3 years (Required)
Work Location: In person Show more details...
via Glassdoor
posted_at: 6 days agoschedule_type: Full-time
Job description
Role Overview: Head of Collections...
Idea Financial, a tech-enabled digital small business lender, is hiring a Head of Collections to lead the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to Idea Financial’s Chief Risk Officer and be on location at either our Miami, FL or Richmond, VA offices.
This list of duties and responsibilities is not intended to be all-inclusive and may
Job description
Role Overview: Head of Collections...
Idea Financial, a tech-enabled digital small business lender, is hiring a Head of Collections to lead the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to Idea Financial’s Chief Risk Officer and be on location at either our Miami, FL or Richmond, VA offices.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Lead advancement and implementation of collections policy, process, procedures, reporting, and automation.
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Initiate UCC enforcement actions and/or assign a team member to do so with your oversight.
• Source local counsel from states where delinquencies and defaults have occurred, negotiate fee arrangements with local counsel, monitor local counsel, ensure efficiency and speed of collection from local counsel, monitor litigation.
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• 7+ years of small business collection experience including early-stage loss mitigation, internal collections, collection agency and litigation, and debt placement
• 3 + years of experience managing people
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
Bonus pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Opportunities for advancement
• Paid time off
• Paid training
• Referral program
• Tuition reimbursement
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Miami, FL 33131: Relocate before starting work (Required)
Work Location: In person Show more details...
Role Overview: Head of Collections...
Idea Financial, a tech-enabled digital small business lender, is hiring a Head of Collections to lead the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to Idea Financial’s Chief Risk Officer and be on location at either our Miami, FL or Richmond, VA offices.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Lead advancement and implementation of collections policy, process, procedures, reporting, and automation.
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Initiate UCC enforcement actions and/or assign a team member to do so with your oversight.
• Source local counsel from states where delinquencies and defaults have occurred, negotiate fee arrangements with local counsel, monitor local counsel, ensure efficiency and speed of collection from local counsel, monitor litigation.
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• 7+ years of small business collection experience including early-stage loss mitigation, internal collections, collection agency and litigation, and debt placement
• 3 + years of experience managing people
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
Bonus pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Opportunities for advancement
• Paid time off
• Paid training
• Referral program
• Tuition reimbursement
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Miami, FL 33131: Relocate before starting work (Required)
Work Location: In person Show more details...
via Glassdoor
posted_at: 6 days agoschedule_type: Full-time
Responsibilities:
- Conduct quantitative research and analysis to support financial decision-making
- Assist in financial planning, budgeting, and forecasting processes...
- Perform cash flow analysis and financial modeling to assess the financial health of the organization
- Collaborate with cross-functional teams to gather and analyze financial data
- Prepare reports and presentations on financial performance and trends
- Assist in investment banking
Responsibilities:
- Conduct quantitative research and analysis to support financial decision-making
- Assist in financial planning, budgeting, and forecasting processes...
- Perform cash flow analysis and financial modeling to assess the financial health of the organization
- Collaborate with cross-functional teams to gather and analyze financial data
- Prepare reports and presentations on financial performance and trends
- Assist in investment banking activities such as mergers, acquisitions, and capital raising
- Utilize Bloomberg and other financial software to gather market data and conduct research
- Support the development and implementation of financial systems and processes
- Stay updated on industry trends and best practices in financial analysis
Skills:
- Strong mathematical and analytical skills
- Proficiency in financial analysis techniques and tools
- Knowledge of budgeting principles and practices
- Experience with financial modeling software (e.g., Power BI, Excel)
- Familiarity with investment banking concepts and processes
- Excellent attention to detail and accuracy in data analysis
- Strong written and verbal communication skills
- Ability to work independently and collaboratively in a team environment
- Problem-solving mindset with the ability to think critically
Note: This is a junior-level position, so candidates with limited work experience but strong educational background in finance or related fields are encouraged to apply.
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday
Supplemental pay types:
• Bonus opportunities
• Commission pay
Work Location: In person Show more details...
- Conduct quantitative research and analysis to support financial decision-making
- Assist in financial planning, budgeting, and forecasting processes...
- Perform cash flow analysis and financial modeling to assess the financial health of the organization
- Collaborate with cross-functional teams to gather and analyze financial data
- Prepare reports and presentations on financial performance and trends
- Assist in investment banking activities such as mergers, acquisitions, and capital raising
- Utilize Bloomberg and other financial software to gather market data and conduct research
- Support the development and implementation of financial systems and processes
- Stay updated on industry trends and best practices in financial analysis
Skills:
- Strong mathematical and analytical skills
- Proficiency in financial analysis techniques and tools
- Knowledge of budgeting principles and practices
- Experience with financial modeling software (e.g., Power BI, Excel)
- Familiarity with investment banking concepts and processes
- Excellent attention to detail and accuracy in data analysis
- Strong written and verbal communication skills
- Ability to work independently and collaboratively in a team environment
- Problem-solving mindset with the ability to think critically
Note: This is a junior-level position, so candidates with limited work experience but strong educational background in finance or related fields are encouraged to apply.
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday
Supplemental pay types:
• Bonus opportunities
• Commission pay
Work Location: In person Show more details...
via Glassdoor
schedule_type: Full-time
+++THIS IS NOT A REMOTE POSITION+++
We are seeking a Senior Data Scientist to join our team. The individual in this position will have a background in statistical methods for data analysis, machine learning and data mining. A successful candidate will be able to develop new algorithms and apply existing ones to specific business problems. This individual will have a strong technical... understanding of data processing and will work closely with our
+++THIS IS NOT A REMOTE POSITION+++
We are seeking a Senior Data Scientist to join our team. The individual in this position will have a background in statistical methods for data analysis, machine learning and data mining. A successful candidate will be able to develop new algorithms and apply existing ones to specific business problems. This individual will have a strong technical... understanding of data processing and will work closely with our engineering staff and business teams to create solutions using data.
Responsibilities:
• Use and master multiple data science tools.
• Have a solid understanding of the major data science algorithms.
• Improve the performance of existing algorithms.
• Build and design new algorithms for the company.
• Evaluate the effectiveness of products using data science methods and models.
• Be able to explain complex technical issues to non-technical staff and clients.
• Solve complex technical problems using analytical thinking and basic programming skills.
• Be able to write about your data science approach in a way that is easy for others to understand, giving examples and connecting them to real-world applications.
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday
Work Location: In person
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Compensation package:
• Bonus opportunities
• Yearly pay
Experience level:
• 3 years
Schedule:
• Monday to Friday
Work Location: In person Show more details...
We are seeking a Senior Data Scientist to join our team. The individual in this position will have a background in statistical methods for data analysis, machine learning and data mining. A successful candidate will be able to develop new algorithms and apply existing ones to specific business problems. This individual will have a strong technical... understanding of data processing and will work closely with our engineering staff and business teams to create solutions using data.
Responsibilities:
• Use and master multiple data science tools.
• Have a solid understanding of the major data science algorithms.
• Improve the performance of existing algorithms.
• Build and design new algorithms for the company.
• Evaluate the effectiveness of products using data science methods and models.
• Be able to explain complex technical issues to non-technical staff and clients.
• Solve complex technical problems using analytical thinking and basic programming skills.
• Be able to write about your data science approach in a way that is easy for others to understand, giving examples and connecting them to real-world applications.
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday
Work Location: In person
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Compensation package:
• Bonus opportunities
• Yearly pay
Experience level:
• 3 years
Schedule:
• Monday to Friday
Work Location: In person Show more details...
via Glassdoor
posted_at: 2 days agoschedule_type: Full-time
Role Overview: Collections Advisor
Idea Financial, a tech-enabled digital small business lender, is hiring a Collections Advisor to support the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to the Head of Collections and be on location at either our Miami, FL or Richmond, VA offices...
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other
Role Overview: Collections Advisor
Idea Financial, a tech-enabled digital small business lender, is hiring a Collections Advisor to support the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to the Head of Collections and be on location at either our Miami, FL or Richmond, VA offices...
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Investigate historical data for each debt
• Update account status records and collection efforts
• Report on collection activity and accounts receivable status
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
• Working knowledge of Salesforce and MS Office
• Comfortable working with targets
• Excellent written and oral communication skills
• Skilled in negotiation and problem-solving skills
• Strong organizational, multi-tasking and time management skills
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
• Bonus pay
• Commission pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Miami, FL 33131: Relocate before starting work (Required)
Work Location: In person Show more details...
Idea Financial, a tech-enabled digital small business lender, is hiring a Collections Advisor to support the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to the Head of Collections and be on location at either our Miami, FL or Richmond, VA offices...
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Investigate historical data for each debt
• Update account status records and collection efforts
• Report on collection activity and accounts receivable status
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
• Working knowledge of Salesforce and MS Office
• Comfortable working with targets
• Excellent written and oral communication skills
• Skilled in negotiation and problem-solving skills
• Strong organizational, multi-tasking and time management skills
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
• Bonus pay
• Commission pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Miami, FL 33131: Relocate before starting work (Required)
Work Location: In person Show more details...
via Glassdoor
posted_at: 16 days agoschedule_type: Full-timesalary: 45K–145K a year
Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment. If you show you are enterprising and creative, you can grow within the... organization and earn a lot more money. And while
Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment. If you show you are enterprising and creative, you can grow within the... organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate. Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards. Come work for the engine of the American economy. Come work at Idea Financial.
Idea Financial is hiring a Business Advisor to join our Sales team. This role will report to the Portfolio Success and Retention Manager, and you’ll be responsible for building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions. In this highly visible and strategic position you will play an integral role in driving top line growth and revenue to the organization.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
-Effectively represent the company through efficient phone calls, emails or in person meetings to introduce the company’s lending solutions.
-Work with internal stakeholders to complete loan applications
- Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness.
-Communicate clearly with clients, lenders and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit
-Reach out to clients and gather necessary documents to complete loan applications
-Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available.
- Strategize and consult with clients to ensure best in class service level standards
-Utilize Salesforce to track the status of your activity and loan pipeline
-Continuously identify new opportunities for business growth and expansion.
The ideal candidate profile:
- Experience in sales or account management, preferably in the financial industry is preferred but not required
- Goal orientated, a team player who thrives in a collaborative, fast paced work environment
- A customer-focused mindset, with a passion for delivering excellent service and support to clients.
- Strong Organizational and time management skills
-Strong Analytical and problem-solving skills to understand a client’s financial needs and develop customized lending solutions.
- If you have used Salesforce in the past, great! But if you haven’t, get ready to learn.
-Knowledge of finance, accounting and lending principles preferred but not required.
-We are looking for honest, self-motivated, competitive, hard-working, high energy, productive, fun-loving, team players. We are happy to teach you the business if you possess these skills. We can teach the specifics of business. We cannot teach work ethic.
What we offer:
-Uncapped commissions and unlimited earning potential, a competitive pay structure with base salary and performance - based incentives
- Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization
- Unlimited growth potential
- A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
- A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed.
- Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state or local law.
Job Status: Full time, office based in Miami. No remote work. We want an environment where co-workers interact, help one another, share ideas and get to know one another. Remote work has robbed us of that. We need our team to be with the rest of the team.
Compensation: Competitive salary + Commissions+ full benefits
Job Type: Full-time
Pay: $45,000.00 - $145,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
Work Location: In person Show more details...
Idea Financial is hiring a Business Advisor to join our Sales team. This role will report to the Portfolio Success and Retention Manager, and you’ll be responsible for building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions. In this highly visible and strategic position you will play an integral role in driving top line growth and revenue to the organization.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
-Effectively represent the company through efficient phone calls, emails or in person meetings to introduce the company’s lending solutions.
-Work with internal stakeholders to complete loan applications
- Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness.
-Communicate clearly with clients, lenders and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit
-Reach out to clients and gather necessary documents to complete loan applications
-Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available.
- Strategize and consult with clients to ensure best in class service level standards
-Utilize Salesforce to track the status of your activity and loan pipeline
-Continuously identify new opportunities for business growth and expansion.
The ideal candidate profile:
- Experience in sales or account management, preferably in the financial industry is preferred but not required
- Goal orientated, a team player who thrives in a collaborative, fast paced work environment
- A customer-focused mindset, with a passion for delivering excellent service and support to clients.
- Strong Organizational and time management skills
-Strong Analytical and problem-solving skills to understand a client’s financial needs and develop customized lending solutions.
- If you have used Salesforce in the past, great! But if you haven’t, get ready to learn.
-Knowledge of finance, accounting and lending principles preferred but not required.
-We are looking for honest, self-motivated, competitive, hard-working, high energy, productive, fun-loving, team players. We are happy to teach you the business if you possess these skills. We can teach the specifics of business. We cannot teach work ethic.
What we offer:
-Uncapped commissions and unlimited earning potential, a competitive pay structure with base salary and performance - based incentives
- Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization
- Unlimited growth potential
- A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
- A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed.
- Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state or local law.
Job Status: Full time, office based in Miami. No remote work. We want an environment where co-workers interact, help one another, share ideas and get to know one another. Remote work has robbed us of that. We need our team to be with the rest of the team.
Compensation: Competitive salary + Commissions+ full benefits
Job Type: Full-time
Pay: $45,000.00 - $145,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
Work Location: In person Show more details...
via Glassdoor
schedule_type: Full-time
Job description
Role Overview: Head of Collections...
Idea Financial, a tech-enabled digital small business lender, is hiring a Head of Collections to lead the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to Idea Financial’s Chief Risk Officer and be on location at either our Miami, FL or Richmond, VA offices.
This list of duties and responsibilities is not intended to be all-inclusive and may
Job description
Role Overview: Head of Collections...
Idea Financial, a tech-enabled digital small business lender, is hiring a Head of Collections to lead the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to Idea Financial’s Chief Risk Officer and be on location at either our Miami, FL or Richmond, VA offices.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Lead advancement and implementation of collections policy, process, procedures, reporting, and automation.
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Initiate UCC enforcement actions and/or assign a team member to do so with your oversight.
• Source local counsel from states where delinquencies and defaults have occurred, negotiate fee arrangements with local counsel, monitor local counsel, ensure efficiency and speed of collection from local counsel, monitor litigation.
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• 7+ years of small business collection experience including early-stage loss mitigation, internal collections, collection agency and litigation, and debt placement
• 3 + years of experience managing people
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
Bonus pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Tuition reimbursement
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Richmond, VA 23223: Relocate before starting work (Required)
Work Location: In person Show more details...
Role Overview: Head of Collections...
Idea Financial, a tech-enabled digital small business lender, is hiring a Head of Collections to lead the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to Idea Financial’s Chief Risk Officer and be on location at either our Miami, FL or Richmond, VA offices.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Lead advancement and implementation of collections policy, process, procedures, reporting, and automation.
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Initiate UCC enforcement actions and/or assign a team member to do so with your oversight.
• Source local counsel from states where delinquencies and defaults have occurred, negotiate fee arrangements with local counsel, monitor local counsel, ensure efficiency and speed of collection from local counsel, monitor litigation.
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• 7+ years of small business collection experience including early-stage loss mitigation, internal collections, collection agency and litigation, and debt placement
• 3 + years of experience managing people
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
Bonus pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Tuition reimbursement
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Richmond, VA 23223: Relocate before starting work (Required)
Work Location: In person Show more details...
via Glassdoor
schedule_type: Full-time
Role Overview: Collections Advisor
Idea Financial, a tech-enabled digital small business lender, is hiring a Collections Advisor to support the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to the Head of Collections and be on location at either our Miami, FL or Richmond, VA offices...
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other
Role Overview: Collections Advisor
Idea Financial, a tech-enabled digital small business lender, is hiring a Collections Advisor to support the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to the Head of Collections and be on location at either our Miami, FL or Richmond, VA offices...
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Investigate historical data for each debt
• Update account status records and collection efforts
• Report on collection activity and accounts receivable status
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
• Working knowledge of Salesforce and MS Office
• Comfortable working with targets
• Excellent written and oral communication skills
• Skilled in negotiation and problem-solving skills
• Strong organizational, multi-tasking and time management skills
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
·
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
• Bonus pay
• Commission pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Richmond, VA 23223: Relocate before starting work (Required)
Work Location: In person Show more details...
Idea Financial, a tech-enabled digital small business lender, is hiring a Collections Advisor to support the internal and external collections efforts for Idea Financial and LevelEsq. This role will report to the Head of Collections and be on location at either our Miami, FL or Richmond, VA offices...
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
• Review daily return reports to determine which customers have missed payments.
• Communicate with customers by text, email, and phone to ensure payments continue timely and without default.
• Work with customers and the Finance Department to provide hardship assistance where permitted.
• Ensure UCC filings are timely to protect company interests.
• Investigate historical data for each debt
• Update account status records and collection efforts
• Report on collection activity and accounts receivable status
• Work internally with Idea paralegals to organize and categorize defaults.
• Meet collections goals on a monthly quota basis.
Requirements
• Bachelor’s Degree
• Residence in either Miami-Dade County or the Greater Richmond, Virginia area
• Incredible worth ethic, a competitive spirit and a desire to win
• Working knowledge of Salesforce and MS Office
• Comfortable working with targets
• Excellent written and oral communication skills
• Skilled in negotiation and problem-solving skills
• Strong organizational, multi-tasking and time management skills
What we offer
· A challenging and rewarding early-stage startup opportunity with unlimited growth potential
·
· A high energy and talented team that is passionate about financial technology and helping small businesses succeed
· Generous benefits and perks including a 401k plan, medical, dental, unlimited snacks, flexible vacation policy, casual dress, free gym membership, team lunches and activities
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Job Status: Full time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday, at a minimum
Supplemental pay types:
• Bonus pay
• Commission pay
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Vision insurance
Weekly day range:
• Monday to Friday
Work setting:
• Office
Ability to Relocate:
• Richmond, VA 23223: Relocate before starting work (Required)
Work Location: In person Show more details...
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