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Financial Services Specialist
2 months ago
We are seeking a highly skilled Financial Services Specialist to join our team at Yoh. As a Financial Services Specialist, you will be responsible for managing the financial aspects of our contract opportunities, ensuring compliance with established guidelines and company standards.
Key Responsibilities- Financial Management: Reconcile all down payments received daily to ensure compliance with established guidelines.
- Accounting and Reporting: Research and clear all accounting general ledger reconciliation items within WCF deadlines, calculate and submit proper loan and dues adjustments.
- Customer Communication: Communicate with sales sites to resolve outstanding exception items, maintain a 24-hour turnaround time for responses to emails and voicemails.
- Refund Processing: Process refunds for overpayments collected.
- Documentation and Record-Keeping: Maintain a well-organized and efficient system for tracking work in progress and archiving documents.
- Education: High school diploma or GED equivalent, some college preferred.
- Experience: 2+ years of general office experience.
- Skills: Excellent verbal and written communication skills, ability to be detailed, accurate, and thorough, ability to multitask and adapt to changes and a demanding work environment.
At Yoh, we value our employees and offer a dynamic and supportive work environment. We are committed to providing exceptional customer service and ensuring the success of our clients.