Summary
The Financial Transaction Specialist - Remittance Ops Research Specialist II is responsible for assisting internal and external customers with complex payment and reconciliation-oriented tasks. This role requires advanced knowledge of Treasury Operations Remittance Processing processes and systems, sound judgment, and a high level of efficiency and accuracy. Treasury Operations is a deadline-oriented department with high payment volumes that adapts to changing business needs. A successful candidate is a team player who accommodates changing priorities while maintaining high quality. Strong candidates will be process minded, have high attention to detail, and a desire to take full ownership of their role. This position reports to the Manager of Remittance Ops.
Roles & Responsibilities
Research
Research advanced problems
Posting suspense and rejects
Negative balances and refunds
Missing/Misapplied
Inquiries (RTS, PPI, FTR)
Payments and Research
All duties assigned to Remittance Ops Research I role
Payment Monitoring jobs
NSF/Payment Returns
Deposit Adjustment Notices
Payment Processing and reconciliation
Process Improvement and Automation
Identifies process gaps and potential liabilities by working with peers to define, document and implement process improvements and communicate to Management
Act as primary point of contact for Business Intelligence team to maintain and enhance payment automation
Normalize and validate data to reduce posting suspense
Maintain and write SQL queries for payment research and other assignments as needed
Manage cash to collections reconciliations
Other
Ensures that procedures are up to date and accurate
Assist with Quality Assurance and Internal audits
Adhere to Resurgent standards and procedures in all activities
Assist with team and new hire training
Compile and distribute bank reporting
Performs other duties as assigned by Manager
Skills & Qualifications
4+ years related experience
Effective Problem-Solving/critical thinking skills
Excellent communication and interpersonal skills with the ability to communicate effectively at all levels in person, by phone and in writing
Self-sufficient, reliable with a high aptitude for learning and advancement
Ability to prioritize workload based on business impact and manage time effectively
Ability to work independently with a high attention to detail
Advanced Microsoft Word, Excel, Outlook required
Ability to organize and interpret data. SQL experience preferred
Educational Requirements
4-year degree in technical training or financial experience required