Open Positions
ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for an Accounting Associate.
We’re seeking a reliable, detail-oriented candidate who can work independently and collaboratively. This role involves hands-on participation in the monthly and annual close process for multiple entities, along with maintaining financial records as requested by the Controller. We are looking for a motivated self-starter eager to advance their career. This position offers growth potential into a supervisory role, assisting the Controller in overseeing the accounting department while providing administrative, technical support, and supervision to the accounting staff.
Duties & Responsibilities
– Maintains the general ledger through the regular processing of bank feeds in QuickBooks Online.
– Verifies deposits and updates accounting and CRM software for multiple entities.
– Assists Controller with payroll preparation and processing.
– Reconciles cash disbursement and customer accounts, including monitoring and updating of customer balances within our CRM.
– Processes and monitors accounts receivable, including processing credit card payments through a payment platform and updating all related reporting.
– Processes ACH and wire transactions through online banking portal.
– Performs other related duties as assigned.
Required Skills & Abilities
– Proactive and self-motivated with the ability to work independently.
– Strong multitasking skills, capable of managing multiple priorities effectively.
– Highly organized with exceptional attention to detail.
– Solid understanding of general financial accounting principles.
– Experience in QuickBooks (Online or Desktop) or similar accounting software.
– Advanced Excel skills; experience with Google Sheets is a plus.
– Bachelor’s degree in Accounting or equivalent experience in accounting or business administration.
Preferred Qualifications
– Proven experience in corporate accounting or a similar role is preferred; experience in a fast-paced or multi-entity environment is a plus.
– Ability to analyze financial data, identify trends, and generate actionable insights.
– Excellent verbal and written communication abilities, with the ability to present financial data clearly and concisely.
– Strong understanding of internal control processes to safeguard assets, ensure financial accuracy, and support audit compliance. Experience with process improvement is a plus.
Benefits
– 401(k)
– Dental insurance
– Flexible schedule
– Health insurance
– Paid time off
– Referral program
– Vision insurance
– Work from home
About Us
ROK Financial is a leading provider of innovative financing solutions for businesses nationwide. We specialize in equipment financing, working capital, and custom funding strategies that help our clients grow. With a reputation for speed, transparency, and exceptional service, we partner with top-tier vendors, manufacturers, and institutions to deliver competitive financing programs that close deals faster.
Position Summary: We are seeking an experienced and well-connected Director of Vendor Relationships to lead the growth of our equipment financing portfolio by bringing an established book of business from existing vendor, manufacturer, and institutional relationships. The ideal candidate has deep industry connections, a proven track record of high-volume equipment financing production, and the ability to seamlessly transition and expand relationships under our platform.
This is a senior-level role for a driven, results-oriented professional who can leverage their network to generate immediate deal flow and long-term strategic partnerships.
Key Responsibilities:
- Transition and manage an existing book of institutional equipment financing business to our company’s platform
- Serve as the primary relationship manager for high-value vendor, dealer, manufacturer, and institutional accounts
- Negotiate, structure, and close financing programs tailored to partner needs
- Develop and execute strategic plans to expand market share in target verticals
- Collaborate with sales and operations teams to ensure seamless deal execution and partner satisfaction
- Represent the company at industry events, trade shows, and partner meetings to enhance brand presence
- Provide market intelligence to inform product offerings, pricing strategies, and competitive positioning
Qualifications:
- Minimum 5+ years of experience in equipment financing, vendor programs, or institutional relationship management
- Demonstrated success in bringing and growing a significant book of vendor/manufacturer financing business
- Strong negotiation, business development, and account management skills
- Deep knowledge of equipment financing structures, credit evaluation, and industry regulations
- Proven ability to meet and exceed sales and revenue targets
- Excellent communication and presentation skills
- Existing network of decision-makers in relevant industries
What We Can Offer You:
- Competitive base salary plus uncapped commission tied to production volume
- Performance-based bonuses
- Full benefits package (medical, dental, vision, 401k)
Our Values
ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for a Sales and Marketing Coordinator on our Marketing Team.
We are looking for a Sales & Marketing Coordinator to assist with the inbound lead distribution to our internal and external sales teams. This multifaceted role will manage a heavy call volume, and digital web applications. The Sales & Marketing Coordinator works directly with the sales and marketing teams managing leads, reporting conversions, assisting in pipeline management, and follow up. The Sales and Marketing Coordinator will work with the marketing team on other projects as well including social media content creation, engagement, video production, email campaigns and more.
This is an IN-OFFICE role Monday – Friday (8:30am – 5:00pm).
What we can offer you:
- An open minded, collaborative culture
- A family like atmosphere
- An environment where “Work Hard Play Hard” is a real thing!
- A company that cares about your growth not only as an employee but as an individual
- State of the art office with an industrial, creative aesthetic
- Medical, Dental, and Vision Insurance
- 401K Retirement plan
- Paid PTO
What we’re looking for:
- A true team player. You care about the small businesses we serve and go out of your way to support the team with what they need to be successful.
- Dedicated and Self-Motivated
- Ability to multitask
- Strong organization & communication skills are a must
- Someone who is proud of their work and always maintains a positive attitude.
- Experience using Salesforce preferred but not required
About us
ROK Financial is a leader in commercial lending. Our goal is to help business owners generate perpetual opportunities through simple business financing. ROK Financial is committed to establishing ROK Solid relationships with our clients, lenders, partners and employees. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country, our small business owners.
Click Here to view more information on the Business Loan Broker details.
Hear Directly From Our ROK Family Members
Interested In Joining Our Team?
“ROK is a second home for me, coming into work each day surrounded by people with the same goal in mind is very rewarding!”
“Working at ROK is like the job you dream of. Where everyone truly brings the best version of themself each day to help with the ultimate goal of getting businesses the access to capital they need.”
“Helping business owners grow and reach the next level is what makes coming to ROK so rewarding each day.”
“The best thing about working at ROK is knowing that you have a second family. When you love what you do and who you do it with you’ll never “work” a day in your life! Proud to be a part of such an amazing team!”
Our Team Is Growing Faster Than Ever Before
Our goal is to help get businesses back to business by providing the best small business and commercial lending options available today. Our streamlines processes and strong relationships allow us to process hundreds of transactions/month resulting in hundreds of millions of dollars distributed to small businesses, nationwide on a monthly basis.
