TRANSACTION SPECIALIST - FOR FINANCE

Gordian Staffing, A New Way of HR We focus on helping small and medium-sized enterprises in the United States and Canada to make business more accessible by offering specialized services and providing high-quality people solutions for those organizations, constantly growing and looking for better results in their markets.
About our client.
As a full-service accredited association management company, it delivers its individualized service through a highly educated, experienced, and caring group of professional community managers.
Each community manager is supported by our team approach to HOA Management.
This team approach allows each group to act independently and as a whole to meet the day-to-day needs of the association.
As a Transaction Specialist,  the key responsibilities are.
Request and compile all incoming HOA account information from a previous management company and transfer it to our system for our company to start the onboarding process Provide all outgoing HOA's account information to the new management company in a timely manner.
Communicate with homeowners, Property Managers, previous Management Companies, Board of Directors, law offices, utility companies, and vendors via email and over the phone to assist in the transition process.
Respond to emails and phone calls in a timely manner Review a high volume of electronic files and save them in appropriate folders in multiple software Reach out to different people and companies to obtain information.
Read and interpret various reports including, but not limited to, balance sheets, income statements, general ledgers, and budgets within various formats to include information on CRM.
Knowledge of how to properly file items electronically.
Document communications.
Answer incoming calls and emails.
Ability to research and obtain information to resolve homeowners' needs.
Conduct follow-up on specific requests made to agents by homeowners.
Filing of Paperwork.
Schedule Monday to Friday Monday to Thursday Standard time.
7.
AM to 4.
PM Mexico City time Daylight saving in the US.
6.
to 3.
PM Mexico City time Fridays Standard time.
7.
AM to 1.
PM Mexico City time Daylight saving in the US.
6.
AM to PM Mexico City time WE OFFER.
Competitive Salary (According to experience).
Remote Work.
Work Stability.
Computer equipment (Laptop, Monitor, and Headset).
Christmas bonus of 30 days (Aguinaldo).
12 vacation days after the first year.
IMSS.
Major medical insurance since day 1.
After the 3-month contract, we add the following.
Minor medical insurance Food vouchers (10% of the gross salary monthly).
Restaurant tickets ($ MXN.
monthly) Saving fund (8% of the gross salary).
Minimum requirements ADVANCED ENGLISH IS A MUST (WRITTEN AND SPOKEN) Bachelor's degree in business administration, finance, or accounting.
Basic knowledge of Accounting principles (understanding of debits and credits, reading financial statements, journal entries.
reading and recording invoices in ERPs) Experience working with AP or supporting back-office activities in an accounting department.
Feel comfortable working with different deadlines.
Ability to multitask and work autonomously.
Strong decision-making, organizational and problem-solving skills Ability to think critically in fast-paced environment Skills Organized Customer Oriented Attention to Detail Communication Skills Critical Thinker Determined and persistent