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Funding Specialist

$23,000 - $24,000

GDL CONNECT

About Us:

GDL Connect is a US-based company with operations in Guadalajara, Mexico, providing top-tier nearshoring staffing solutions to lower operational costs without compromising company culture. The company focuses on cross-cultural excellence to empower businesses to focus on expansion and growth.

About the role:

This role sets up bank transactions for approval and provides documentation support for the

company's cash transactions, playing a key part in keeping daily funding, check processing, and closing activity moving accurately and on time. Each Treasury Funding Specialist is assigned a portfolio of entities and funding programs, and the two positions back each other up to ensure continuous coverage. This is a great opportunity for a detail-oriented finance professional who enjoys reconciliation, documentation accuracy, and cross-team coordination.

Key Responsibilities:

  • Set up bank transactions and route them for management approval.
  • Provide documentation support for cash transactions across an assigned portfolio of company entities and programs.
  • Support check processing, returned-check resolution, and insurance funds administration.
  • Process and track funding activity, which may include but not limited to earnest money deposits (EMD), lease, and returns fundings, and down payment assistance (DPA) and related program fundings.
  • Own utility, HOA, and property maintenance payment processing for an assigned portfolio (with AP Specialist backstop support).
  • Update LOS systems such as Homebase and related systems to reflect closing activity accurately and on time.
  • Serve as backup for the other Treasury Funding Specialist to ensure continuous coverage of daily funding operations.
  • Support onboarding of new entities and programs as the company's portfolio grows.

Requirements:

  • 1+ years of experience in treasury, accounting, banking operations, or a related finance/back-office role.
  • Strong attention to detail and comfort working with high-volume transactional and reconciliation data.
  • Working proficiency in English (written and verbal) for cross-team coordination with U.S.-based Treasury staff.
  • Proficiency with Excel/spreadsheets; experience with accounting or loan/property management systems is a plus.
  • Strong organizational skills and the ability to manage recurring deadlines across multiple entities.
  • A collaborative, team-first mindset — this role works closely with its counterpart Treasury Funding Specialist and the broader Treasury team.

What We Offer:

  • Salary $23k - $24k gross
  • Full law benefits (20 days of Christman bonus at year, 37.5% of vacation prime instead of 25%)
  • Punctuality and attendance bonus of $2,200 MXN tax free monthly
  • Caja de Ahorro
  • Excellence bonus of $1,000 MXN tax free trimestral

Vacante publicada el 4 días atrás
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