ZipRecruiter

Log In

1

Financial Processing Associate Jobs in California

WASH Laundry

Revenue Processing Associate

Los Angeles, CA · On-site

$25 - $27/hr

As part of the finance organization reporting to the Revenue Processing Manager, the Revenue Processing Associate will be responsible for explaining calculations, generating reports, and preparing ...

WASH Laundry

Revenue Processing Associate

Los Angeles, CA · On-site

$25 - $27/hr

As part of the finance organization reporting to the Revenue Processing Manager, the Revenue Processing Associate will be responsible for explaining calculations, generating reports, and preparing ...

next page

Showing results 1-20

All JobsFinancial Processing Associate JobsFinancial Processing Associate Jobs in California

Financial Processing Associate information

What are the key skills and qualifications needed to thrive as a financial processing associate?

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges financial processing associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What is a financial processing associate?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.
What are popular job titles related to Financial Processing Associate jobs in California? For Financial Processing Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Processing Associate jobs in California look for? The top searched job categories for Financial Processing Associate jobs in California are:
What cities in California are hiring for Financial Processing Associate jobs? Cities in California with the most Financial Processing Associate job openings:
Financial Processing Associate jobs near you

Processing Associate

Working Capital Marketplace

Irvine, CA • On-site

$39K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Employee discounts

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Processing Associate

📍 Irvine, CA (In-Office)

💼 Full-Time (On-site)

💰 $39,520 Base + Performance Bonuses

Be the Driving Force Behind Every Funded Deal

At Working Capital Marketplace, our Processing Associates are the engine that keeps deals moving. You'll work hand-in-hand with our sales team and lending partners to ensure transactions are packaged correctly, submitted efficiently, and funded as quickly as possible.

If you're highly organized, thrive in a fast-paced environment, and enjoy managing multiple priorities at once, this is an opportunity to build a rewarding career with a growing company.

What You'll Do

As a Processing Associate, you'll be responsible for managing a pipeline of 40–60 active files while ensuring each transaction moves seamlessly from submission to funding.

Responsibilities

Manage 40–60 active client files simultaneously while maintaining accuracy and attention to detail.

Work directly with our network of lending partners to place, process, and fund transactions.

Efficiently collaborate with the sales team to package and prepare complete files for lender submission.

Serve as the primary conduit between our sales team and lending partners, ensuring clear communication and timely updates throughout the funding process.

Track, label, and maintain accurate submission, approval, and funding data within our CRM and internal systems.

Review files for completeness and proactively request any missing documentation.

Monitor deal progress, identify roadblocks, and help keep transactions moving toward funding.

Maintain detailed notes and accurate records in Salesforce.

Deliver a high level of customer service and professionalism when communicating with internal teams and external partners.

What We're Looking For

Exceptional organizational and multitasking skills.

Ability to manage a high-volume workload without sacrificing quality.

Strong attention to detail and a sense of urgency.

Excellent written and verbal communication skills.

Comfortable working in a fast-paced, team-oriented environment.

Experience with CRM systems (Salesforce is a plus).

Previous experience in loan processing, financial services, banking, mortgages, operations, or administrative support is preferred but not required.

Why Working Capital Marketplace?

Every day, we help small businesses across the country secure the capital they need to grow. Our Processing Associates play a direct role in making that happen by ensuring deals are packaged, submitted, and funded efficiently.

If you're looking for a career where your organization, communication, and problem-solving skills make a real impact, we'd love to hear from you.

Ready to Join the Team?

If you're motivated, detail-oriented, and ready to be part of a company that's growing rapidly, apply today and help us turn opportunities into funded deals.

Apply