EFG Contract Administration Specialist

3 weeks ago

Berwyn, United States First Commonwealth Bank Full time

This role is responsible for all aspects of EFG customer account servicing specific to both incoming and outgoing payments. This position will interface with the client, Controller and Operational Department Specialists for all matters related to contract funding, payment processing and daily balancing, thus must be able to coordinate with and influence multiple parties while driving toward the shared goal of an excellent client experience. Ensures that all daily disbursements are accurately and timely initiated; subsequent approvals obtained and transactions properly balanced. Ensures that all forms of client payments are accurately and timely processed and applied and all approved transaction modifications are processed.

Essential Job Responsibilities

1. Keys, imports, uploads and balances all forms of incoming customer payments daily including:

a. Lockbox Files

b. Web-Portal Payments

c. Recurring and individual ACH Payments

d. Wire Payments

e. Live Check Payments including Upfront Checks

f. Participated & Syndicated Pool Payments (Perfect Pay)

2. Keys, validates and balances payment reversals due to rejections or incorrect applications, transaction payoff requests, accrual adjustments and fee waivers.

3. Keys, validates and balances approved lease and loan modifications, deferrals, non-accruals, adjustments and maintenance.

4. Keys, validates and balances all approved transaction charge-off and equipment off-lease requests.

5. Performs maintenance to terminate all fully paid contracts; place leases at maturity into renewal.

6. Researches and processes all daily rejected and unapplied payments.

7. Setup and maintains customer ACH account information for recurring payments.

8. Generates and coordinates customer invoicing, insurance, sales and use. personal property tax import and export files.

9. Initiates daily transaction disbursement requests via check, ACH or wire for all booked transactions and obtain required approvals to complete disbursement process.

10. Researches and resolves complex contract issues initiated by Customer Service, Collections and Operations.

11. Submits and processes all AP expense invoices for the business and ensure proper payment and handling.

12. Performs daily balancing of DDA and journal entry processing to the General Ledger.

13. Works departmental reports with varying frequencies to ensure compliance and mitigate risk.

14. Performs all month-end tasks as required and in support of the Controller.

15. Strives to provide extraordinary client service by exercising the Perfect Client Experience (PCE).

16. Ensures all departmental Service Level Agreements are met.

17. Proactively manages work-in-progress within the closing calendar, balancing the needs of multiple internal and external stakeholders simultaneously.

18. Participates in projects as assigned.

19. Presents suggestions on efficiency improvements for the department.

Bona Fide Occupational Qualifications

1. A Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred

2. Solid attention to detail, effective problem solving and analytical skills, with ability to handle and prioritize multiple tasks required

3. Proficient with Microsoft Office products, solid verbal and written communication skills, and interpersonal relations.

4. May be eligible for telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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