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Specialist, PFM Deposits

4 months ago

WinstonSalem, United States Inmar Full time
Position Summary:

Under the general supervision of the Client Operations Manager the Deposit Specialist, Client Receivables provides transaction settlement support to assigned clients. Duties may include daily file loads, master file maintenance, data entry, transaction matching, and resolving any data issues.

Primary Accountabilities:
  • Operational (85%)
  • Load, balance, post and log activity for all daily deposit files received from all sources
  • Monitor and resolve deposit team tickets
  • Ensure weekly SOC control is met by running Unposted Check Report and validating any unposted items
  • Troubleshoot basic posting issues
  • Administrative (15%)
  • Setup new payers and associated flags
  • Maintain bank cross reference tables in system
  • Follow HIPAA policies and procedures per company guidelines
Required Qualification:
  • High School Diploma/GED
  • 2-4 years of related work experience and/or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position.
  • Proficient in Microsoft Windows, 10 Key Manual Entry
  • Competent in Google Office Suite, Microsoft Office
  • Individual Competencies:
  • Adaptable: Responds to change with a willingness to learn new ways to accomplish work.
  • Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
  • Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
  • Problem Solving - Gathers and analyzes information to generate and evaluate solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
  • Collaboration: Works collaboratively with others to achieve group goals and objectives


The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

While performing the duties of this job, the associate is:
  • Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
  • Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
  • Rarely required to stand, kneel or stoop, and lift and/or move up to 15 pounds.
  • Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.
Safety:
  • Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
As an Inmar Associate, you:
  • Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
  • Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
  • Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually-beneficial partnerships, leverage information and achieve results.
  • Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
  • Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.


An equal opportunity employer.

We are an Equal Opportunity Employer, including disability/vets.