New

Financial Operations Coordinator

Vaco
$60,000.00 - $65,000.00 / yr
401(k), retirement plan
United States, Texas, Houston
Dec 02, 2025
We are looking for a motivated and detail-oriented Financial Operations Coordinator to join our clients' team. This entry-level position is ideal for individuals who have a strong interest in finance and customer service and are eager to develop their skills. The successful candidate will have excellent mathematical abilities and a passion for clear communication with clients. Key Responsibilities: Provide support to clients managing SBA GICs, SBA COOFs, and USDA guaranteed loans, ensuring accuracy and timely communication. Help maintain the safekeeping receipt registry, utilizing basic mathematical skills to keep records organized. Prepare and deliver Debit/Credit Advices to clients before payments for principal and interest (P&I), payoffs, and redemptions, clearly communicating necessary details. Participate in the collection and disbursement of principal and interest payments as outlined in the terms and conditions, ensuring payments are processed correctly and accurately. Assist in reconciling payment discrepancies with lenders to ensure accurate financial records and payment statuses. Contribute to generating monthly reports and statements for clients that reflect all payment activity and asset holdings, developing skills in data organization. Support servicing for products like USDA Loans, SBA Loans, and COOFs, maintaining a client-focused attitude. Help address borrower payment delinquencies by gathering information and documenting findings in the internal platform, enhancing problem-solving skills. Collaborate with the SBA's Fiscal and Transfer Agent and individual lenders to monitor loan statuses and assist in maintaining compliance. Assist with various projects and assignments as assigned by team leaders, aiding the overall efficiency of the operations team. Learn to address issues related to borrower deferments, modifications, defaults, and prepayments, supporting documentation procedures where necessary. Required Skills and Qualifications: Bachelor's degree in Business, Finance, or a related field is preferred, but not required. Interest in banking, finance, or the securities industry, with a willingness to learn. Basic mathematical skills for handling financial records. Good verbal and written communication skills, with the ability to convey information clearly. Strong customer service orientation, with an eagerness to assist clients and resolve issues. Ability to work effectively in a collaborative team environment. Preferred Qualifications: Some exposure to financial products, such as SBA Loans, USDA Loans, or related areas through coursework or internships. Organizational skills and attention to detail to ensure accuracy in tasks Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.