[Remote] Finance Banking Specialist

Note: The job is a remote job and is open to candidates in USA. Imagine360 is currently seeking a Finance Banking Specialist to join the team. This position is responsible for compiling, calculating, reconciling and posting financial data for maintaining client records and producing financial reports, while also assisting the Finance team in daily activities to support successful outcomes.

Responsibilities

• Check/ACH Processing
• Prepare checks for deposit based on provided task instructions and closing the tasks are they are completed
• Issues checks or prepare ACH transactions for claims reimbursement payments
• Post check deposits and payments
• Verify, monitor, and resolve funding and banking items, such as refunds, voided checks, reissued checks, etc
• Monitor accounts receivable and over/short payments
• Adheres to department policies and procedures
• Back-up and other duties, as assigned
• Record keeping
• Complete premium and claims reconciliations accurately and timely, producing related reports for clients
• Collect banking transaction information, verify for accuracy, and coordinate posting record keeping entries
• Compile information and verify for accuracy, client ledgers and other financial reporting
• Maintain internal control systems, such as check log, banking account ledger, etc
• Adheres to department policies and procedures
• Back-up and other duties, as assigned
• Customer Service
• Acts as a role model in demonstrating the core values in customer service delivery
• Provides timely and thorough follow up with, internal and external customers
• Appropriately escalates difficult issues up the chain of command
• Quality Assurance
• Perform review and/or audit of other employees' work to ensure quality and procedural measures are being met
• Actively participate in staff meetings and cross-departmental meetings, ensuring financial standards are met
• Serves on committees, work groups, and/or process improvement teams, as assigned, to assist in improving quality/customer satisfaction
• Recognizes and alerts appropriate supervisor of trends within their scope of responsibility that fall outside of quality parameters
• Performs self-quality monitoring to develop and execute plans to meet established goals
• Provides ongoing feedback to help optimize quality performance
• Develops new or improves current internal processes to improve quality

Skills

• H.S. Diploma required
• Minimum of 2 years related work experience
• Ability to reconcile funding accounts and transactions
• Working knowledge of Excel
• Basic bookkeeping knowledge
• Proficient in 10-key and typing skills
• Ability to follow-up on work assigned and obtains proper review and approval
• Ability to gather and analyze information for problem resolution
• Proficient in communication and interpersonal skills
• Strong attention to detail
• Positive attitude and above average customer service skills
• Ability to meet deadlines, handle stress, interacts professionally with others
• Prior bank reconciliation experience strongly preferred (i.e. Business Banking, Treasury Management, Funds movement process, etc.)

Benefits

• 100% Company-Paid Premiums for Employee's Medical, Vision and Dental Plans
• Parental Leave Policy
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company paid Short & Long term Disability plus Life Insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives

Company Overview