Data Entry

Posted 3 Days Ago
Be an Early Applicant
San Diego, CA, USA
In-Office
Entry level
Financial Services
The Role
Prepare, compile, sort, and input customer and account data into systems; verify and correct entries; follow data procedures and confidentiality policies; report needed changes and support team goals.
Summary Generated by Built In
Company Description

Goldgate Financial is a private company that provides consulting services individuals and companies by providing them the tools they need to reach their financial goals. We strive to provide our clients top quality resources to ensure they meet their objectives quickly and efficiently.

Job Description

  • Prepares source data for computer entry by compiling and sorting information; establishing entry priorities

  • Enters customer and account data by inputting alphabetic and numeric information on keyboard

  • Maintains data entry requirements by following data program techniques and procedures

  • Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data

  • Maintains operations by following policies and procedures

  • Reporting needed changes

  • Maintains customer confidence and protects operations by keeping information confidential

  • Contributes to team effort by accomplishing related results as needed

Qualifications

  • Organization skills

  • Typing skills

  • Data Entry skills

  • Attention to detail

  • Confidentiality

  • Thoroughness

  • Decision making skills

  • Independence

  • Analyzing Information skills

  • Results driven

Additional Information

You can also apply directly on our company site at: goldgatefinancial.com/application.

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • Organization skills
  • Typing skills
  • Data entry skills
  • Attention to detail
  • Confidentiality
  • Thoroughness
  • Decision making skills
  • Independence
  • Analyzing information skills
  • Results driven
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The Company

What We Do

Established in 2017, Golden Gate Financial is a flexible and knowledgeable financing resource serving customers across North America. The company specializes in the trucking industry's financial requirements and provides expertise in construction equipment leasing and refinancing, hospitality business financing, and office furnishing and equipment financing. Their primary goal is to provide 100% customer satisfaction through their financing expertise.

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