Financial Transactions Processor

3 weeks ago


Irving, Texas, United States CornerStone Staffing Full time

CornerStone Staffing is a leading staffing agency that delivers exceptional talent to businesses across the nation. We are currently seeking an experienced Financial Transactions Processor to join our team.

Job Overview:

  • This role is responsible for processing and reconciling financial transactions in a fast-paced environment.
  • The ideal candidate will have 1+ years of experience in cash application transactions and possess excellent analytical, communication, and problem-solving skills.

Key Responsibilities:

  • Act as second-level escalation within the cash application process
  • Manage daily and monthly reconciliations of cash receipts posted in ERP systems against bank accounts
  • Communicate with internal and external customers to resolve payment-related issues and disputes
  • Process various cash applications transactions in CPR+, ScriptMed, and CareTend ERP systems
  • Participate in weekly/monthly account review calls with internal and external customers
  • Follow up with departments or external customers to obtain missing remittance information
  • Provide support and assistance in communication with treasury, banking partners, and other internal functions
  • Respond to operations technical questions from virtual teams and customers, providing follow-through and resolution on issues
  • Assist with pulling supporting documentation for internal/external audits
  • Facilitate governance calls between virtual teams and internal stakeholders
  • Assist in ACH and other payment set-ups
  • Research and resolve unapplied receipts

Requirements:

  • 1+ years of previous cash application transactions experience
  • Solid knowledge of various payment methods, including lockbox, ACH (credit/debit), EFTs, and credit card operations
  • Excellent verbal and written communication skills
  • Intermediate skills in Excel and Outlook
  • Understanding of full OTC cycle
  • Ability to use good judgment within defined policies and practices
  • Strong desire and demonstrated ability to provide world-class customer service

Benefits:

  • We offer a competitive salary of $26/hour, based on your location in Irving, TX
  • A dynamic and supportive work environment
  • Ongoing training and development opportunities


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