SWBC

Payroll

• Processes Payroll for Client Companies and supervises selected members of the payroll team
• Works with Clients to resolve payroll issues
• Interacts with Client companies and employees regarding payroll questions and problem resolution
• Enters and ensures New Hires are processed correctly in Timekeeping systems
• Audit the payment of high compensation as well as bonus payments and the Child Support arrearage lump sum payment process
• Initiates direct deposits when necessary
• Verifies accuracy of information, checking for possible FLSA violations
• Enters and ensures New Hires are processed correctly in the Payroll Systems
• Process employee payment types
• W-4 and I-9 maintenance
• Processes general deductions
• Maintains client contact information and list of standard clients requested reports
• Assist Payroll Specialist with labor issues, tax withholding, deductions, documentation etc
• Process data changes
• Maintains knowledge of government contract requirements (example Davis Bacon Act and McNamara-O’Hara Service Contract Act) including certified payroll reporting, wage decisions, fringe benefits, and job classifications and assist clients with compliance
• Assist clients with set up of Wrap Up Programs including ROCIP, OCIP and CCIP reporting requirements
• Performs all other duties as assigned

Payroll Supervisor

Program Manager

• Drive operational excellence and build appropriate workstreams to deliver programmatic excellence
• Be an expert Program Manager II in a matrixed organization
• Ability to operate with no day-to-day direction or oversight
• Mentor more junior Program Managers in an ambiguous environment
• Represent the program management team in cross-functional conversations
• Overcome roadblocks and escalate issues effectively
• Demonstrate thought leadership for the program management functional area
• Develop and own communication plans for program status updates
• Create project documentation
• Define and track metrics such as key quality and performance indicators
• Drive internal and external process improvements

Program Manager II – Rails

• Maintains payroll-related accounts and processes multi-state payroll.
• Responsible for reconciliation and accuracy of payroll system.
• Prepares forms, enters data into payroll system, computes wages and deductions, and posts to payroll records.
• Initiates direct deposits when necessary.
• Interacts with clients as a first escalation contact regarding payroll questions and problem resolution.
• Acts as a first level approver for all payroll transactions.
• Aides team members with labor issues, tax withholding, deductions, documentation, etc.
• Verifies accuracy of information, checking for possible law violations i.e. FLSA, etc.
• Collects and ensures new hire paperwork and appropriate documents are processed accurately in the payroll and timekeeping systems.
• Maintains W-4 and I-9 documents for all client new hires and processes E-Verify.
• Inputs garnishments i.e. child support, tax levies, student loans, creditor garnishments, bankruptcy orders, etc.
• Answers inquiries from state and federal agencies such as the Texas Attorney General and the IRS.
• Inputs new hires and terminations with child support withholding orders into the Texas Office of Attorney General system as well as other reporting agencies.
• Audits payment of bonuses for employees that have child support arrearage.
• Maintains knowledge of government contract requirements i.e. Davis Bacon Act and McNamara-O’Hara Service Contract Act, including certified payroll reporting, wage decisions, fringe benefits, and job classifications and assists clients with compliance.
• Assists clients with set up of Wrap Up Programs including ROCIP, OCIP, and CCIP reporting requirements.
• Maintains client contact information and list of standard client requested reports.
• Performs all other duties as assigned.

Senior Payroll Specialist

Sales

• Identifies and pursues new business opportunities within the education sector, focusing on school districts across the West Coast.
• Develops and implements strategies to increase revenue and achieve sales targets.
• Establishes and maintains strong relationships with key stakeholders in school districts, ensuring high levels of customer satisfaction and loyalty.
• Explores and drives business growth in other community-based business lines as the product and role evolves.
• Creates and executes comprehensive sales plans to meet and exceed business objectives.
• Monitors sales performance, analyze data, and provide regular reports to senior management.
• Works closely with internal teams to ensure alignment and support for sales initiatives.

Sales Director, EFUNDS for Schools

Financial Planning and Analysis

• Analyze sales opportunities and potential revenue within the education and financial institution sectors, supporting revenue forecasts and strategic planning
• Conduct profitability analysis for school and financial institution clients
• Prepare revenue forecasts and contribute to the annual budget
• Provide oversight and analysis of interchange fees as they relate to school and financial institution transactions
• Develop and recommend pricing strategies for new clients and conduct pricing reviews for existing partners in both markets
• Identify and implement new pricing models tailored to the needs of educational institutions and financial organizations
• Compile, analyze, and report financial data to support decision-making across both segments
• Collaborate with cross-functional teams to align pricing strategies with market trends and client-specific requirements
• Work with large and complex data sets to identify trends, anomalies, and actionable insights
• Collaborate with data team to help develop reporting tools/dashboards to be utilized to identify key performance indicators
• Ensure data integrity and accuracy in all financial models and reporting outputs
• Perform other duties as assigned

Financial Analyst

Customer Support

• Resolves inbound calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information, making outbound calls and documenting the affected account’s history file
• Responsible for meeting or exceeding quality expectations to ensure customer satisfaction
• Adheres to schedule, ensuring promptly logged into the system and available for calls
• Responsible for handling the calls effectively and efficiently, multi-tasking to meet the average handle time expectations of the calls
• Handles most complex calls with minimal assistance (lapses, waives, breaks in coverage, and the like)
• Provides assistance in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction
• Updates the system with pertinent insurance data, adhering to department procedures
• Performs other duties/campaigns assigned by management

Inbound Customer Service Representative

Implementation Specialist

• Leads onboarding tasks, project meetings, track progress, communicate updates to relevant stakeholders to ensure alignment and accountability, and perform software training to all clients within your respective pipeline
• Serves as the primary point of contact for all implementation-related matters, providing guidance and support to stakeholders at all levels
• Conducts thorough analyses of current processes and systems to identify areas for improvement and optimization
• Develops and implements strategies to drive change and improve efficiencies, leveraging best practices and innovative solutions
• Proactively identify risks and issues that may impact project delivery and develop mitigation plans to address them
• Establishes and maintains strong relationships with internal and external partners to facilitate collaboration and achieve project objectives
• Provides regular reporting and analysis on project performance, including key metrics and KPIs, to inform decision-making and drive continuous improvement efforts

Payroll Supervisor

Program Manager II – Rails

Senior Payroll Specialist

Sales Director, EFUNDS for Schools

Financial Analyst

Inbound Customer Service Representative

Inbound Customer Service Representative

Implementation Manager