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About the role
Key responsibilities & impact- Research, process and post incoming payments from customers or 3rd parties.
- Apply proper treatment to reverse to reapply cash and non-cash adjustments following departmental business rules.
- Prepares daily monetary upload transactions through the batch cycle entries while maintaining records, files, and controls.
- Supply supporting documentation in the form of payment histories, copies of contract, payoff quotes, paid in full letters to external customers upon request.
- Evaluate bank returns and process NSF’s, stop payments and closed accounts.
- Research and resolve accounts according to payment disputes in relation to missing payments, misapplied payments, unauthorized payments, and overpayments.
- Update the system with proper documentation for research, tracking, reconciliation, and repository purposes.
- Review customer related refunds to ensure accurate accounting and compliance to policies and procedures.
- Communicate effectively with management, providing necessary explanations and recommendations on daily tasks to minimize redundancies, streamline processes, and enhance overall operational efficiency within the department.
- Provide efficient and adequate responses to customers and internal department inquiries within SLAs.
- Promote a cooperative and productive work environment.
- Provide support to other departments on an as needed basis.
Requirements
What you’ll need- 1-2 years or more experience in financial services or similar industry
- 2 years system knowledge working within Shaw Retail preferred
- Ability to demonstrate analytical capabilities
- Excellent communication, organizational and problem-solving skills
- Basic knowledge of PC applications including Microsoft Office
- Intermediate operational experience of Microsoft Excel
- Experience working on multiple concurrent tasks while meeting rigorous deadlines
- Extremely strong customer service skills
- Ability to maintain confidentiality and professional demeanor while working with internal and external customers
- Team player with ability to perform effectively in a fast-paced environment
Benefits
Comp & perks- Comprehensive medical, dental, and vision coverage
- Contributions to a Health Savings Account (HSA)
- Access to an Employee Assistance Program (EAP) to support your mental health and overall well-being
- 401(k) program featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%)
- Accrued time off, company holidays, sick time, and 3 floating holidays
- 12-week Paid Parental Leave
- Market-driven salary and bonus opportunities
- Robust tech package designed to help you deliver your best every day
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
payment processingcash adjustmentsbank returns evaluationaccount reconciliationrefund reviewanalytical capabilitiesproblem-solving
Soft Skills
communicationorganizational skillscustomer serviceteam playerconfidentialityprofessional demeanor
