Jobs at GreatAmerica Financial Services

Handles inbound customer interactions involving equipment financing accounts, collections, invoicing, taxation, agreement terms, payments, account updates, transfers, assumptions, and end-of-term options. Provides timely, accurate resolutions through professional communication, consultative problem-solving, complaint handling, and adherence to account security procedures. Coordinates workflow with teammates and supports team goals while maintaining strong customer service standards.

Leads the Portfolio Management function for an equipment financing company, overseeing customer relationships, risk mitigation, delinquency reduction, financial performance, staffing, training, succession planning, controls, and process improvement. Establishes portfolio strategies, monitors performance and risks, communicates results to senior leadership, handles escalated customer situations, develops team capabilities, and drives technology-enabled operational improvements.

Monitor and administer financing arrangements, prepare monthly reporting, coordinate warehouse, secured borrowing, and term ABS fundings, and support interest rate hedging activities. The role also assists with due diligence audits, capital markets initiatives, process improvements, lender relationships, and treasury projects. Candidates need a finance-related bachelor’s degree, strong analytical and communication skills, Microsoft Excel proficiency, and preferably treasury or finance experience and Bloomberg Terminal knowledge.

Accounting intern supporting general ledger reconciliations, month-end close, financial statement audits, recurring operational reports, customer program reporting, and accounting team initiatives. The role includes mentorship, hands-on accounting work, Excel development, and customer service responsibilities. Candidates must be pursuing an accounting degree with at least a 3.25 GPA; prior experience is not required.

Platform Engineering Interns support enterprise platforms through configuration, maintenance, monitoring, automation, troubleshooting, and documentation. The role provides exposure to Azure DevOps, GitHub, CI/CD pipelines, cloud technologies, infrastructure, SQL databases, and platform operations while working alongside experienced engineers.

Reviews and validates signed financing agreements, files UCCs, calculates taxes and payment structures, enters transaction data, initiates invoicing, resolves documentation issues, and restructures contracts when needed. The role requires accurate financial processing, customer communication, independent decision-making, and proficiency with office and financing platforms.

Software Quality Engineer Interns support functional, integration, regression, exploratory, API, and automated testing. They review requirements, identify quality risks, manage defects, execute tests in CI/CD workflows, analyze quality metrics, and contribute to Agile ceremonies. Interns collaborate with engineers and product teams, complete focused projects in automation, API integration, or quality analytics, and present a final capstone project.

Participate in rotations across Portfolio Management, Account Support, Sales Support, and Documentation. Interns will support customer and transaction lifecycle activities, shadow operational teams, contribute to daily work and projects, analyze processes, and collaborate on a capstone project focused on improving customer experience and operational efficiency. The role develops communication, business operations, relationship management, compliance, and process improvement skills.

Principal Software Engineer responsible for Salesforce technical direction, enterprise architecture, API and integration strategy, engineering standards, security, reliability, governance, modernization, and AI-native engineering practices. The role leads cross-team initiatives, mentors engineers, influences technology decisions, and develops scalable solutions across Salesforce platforms while balancing regulatory, cost, performance, and business requirements.

Leads a team of Salesforce and enterprise platform administrators, setting platform strategy, governance, architecture, security, integrations, release management, and technical delivery. Oversees platform configuration, data quality, access controls, third-party solutions, monitoring, documentation, and regulatory compliance. Partners with product, engineering, vendors, and business stakeholders in an Agile environment while mentoring staff, driving innovation, and ensuring secure, scalable platform operations.

The Software Engineer Intern will gain hands-on exposure to software and application development within the Business Technology Services Team. Responsibilities involve applying software development fundamentals and learning various programming roles in an enterprise technology environment. Candidates should be pursuing a technical degree and have familiarity with Visual Studio, ASP.NET, SQL, SQL Server Management Studio, and the Microsoft Windows and Office ecosystem.

Designs, implements, and enhances enterprise identity governance, access management, RBAC, authentication, and privileged access capabilities. Builds SailPoint workflows and connectors, administers Okta and CyberArk, automates JML processes and access requests, develops PowerShell and REST API integrations, and supports access certifications, SOX/ICFR controls, audits, and FFIEC compliance. Partners with security, audit, compliance, infrastructure, and application teams to improve IAM reliability, governance, and risk reduction.

Lead a team of Salesforce and enterprise platform administrators while defining platform strategy, governance, security, integrations, release management, and technical delivery. Oversee Salesforce configuration, access controls, data quality, workflows, reporting, performance, compliance, vendor solutions, and platform upgrades. Partner with product, engineering, IAM, vendors, and business stakeholders in an Agile environment to deliver scalable and innovative platform capabilities.

Lead the Salesforce engineering team, ensuring delivery of innovative solutions across the Salesforce ecosystem while fostering a culture of growth and collaboration.

Manages commercial credit portfolios through underwriting, annual reviews, covenant and document compliance, risk grading, portfolio reporting, and exception resolution. Analyzes financial statements, tax returns, cash flow, collateral, industry conditions, and third-party reports to assess borrower risk and recommend loan structures. Supports originations, renewals, problem-loan reporting, workouts, regulatory compliance, and credit memoranda while partnering with credit leadership, operations, business development, and borrowers.

Responsible for preparing and reviewing financial statements and reconciliations, ensuring GAAP compliance, supporting audits and internal controls, mentoring accounting staff, partnering with finance and business teams, driving process improvements, and supporting adoption of new accounting guidance and program implementations.

Invitation to join GreatAmerica Financial Services' career interest list to receive notifications about matching job openings. Highlights competitive compensation and benefits (bonuses, 401(k), health, PTO, parental leave), hybrid work arrangements, learning and development, and a people-focused culture. Applicants must be authorized to work in the U.S.; the company does not sponsor employment visas.

Lead enterprise data, analytics, and insights strategy to drive business performance. Own executive dashboards, customer segmentation, lifetime value models, governance, and scalable self-service analytics. Partner with Product, Technology, Operations, and other stakeholders to operationalize insights, ensure data quality and consistency, and build a high-performing analytics team with career paths, training, and measurable business outcomes.

Design and deliver enterprise data infrastructure and architectures across on-prem and Azure cloud. Build ETL/ELT pipelines, data models, governance, security, and migrations; mentor teams and align data platforms to business, compliance, and analytics needs.

The Account Resolution Specialist will handle communication and resolution of delinquent lease payments, ensuring timely payments through customer interaction and problem-solving.