Financial Transaction Specialist II, Remittance Ops Research

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