Funding Clerk

What we're looking for:

• We're looking for a bilingual professional fluent in Spanish and English (oral and written), with strong attention to detail, excellent organizational skills, and the ability to work efficiently in a fast-paced, collaborative environment.

What you'll be doing:

• Maintain custody and organize customer contract documents for safe storage.
• Responsible for the control of paper contract files.
• Download the files from the Connect system and upload them to the CEP system.
• Review if the paper files have been uploaded to CEP and delete the files from the Connect-TFS system.
• Scan the documents in the physical files and upload them to CEP system.
• Keep the log of the boxes that are stored in Iron Mountain.

Qualifications/ What you bring (Must Haves) – Highlight Top 3-5 skills:

• Bachelor's degree in business administration, management or a related field.
• Previous experience in clerical roles.
• Fluency in both Spanish and English, both oral and written.
• 2-5 years of relevant / progressive work experience (in similar field and/or industry).
• Good interpersonal, problem-solving, and decision-making skills.
• Proficiency in relevant software tools (e.g., Word, Excel).