Payment Processing Specialist

5 days ago


Norcross, Georgia, United States Truliant Federal Credit Union Full time
Job Summary

We are seeking a highly skilled Payment Processing Specialist to join our team at Truliant Federal Credit Union. As a key member of our finance department, you will be responsible for maintaining accurate financial records, verifying payments with carriers, and resolving discrepancies in a timely and professional manner.

Key Responsibilities
  • Initiate regular communication with carriers, general agents, intermediaries, and brokers to confirm receipt and allocation of premium finance payments
  • Verify that payments are accurately applied to the appropriate policies and accounts
  • Investigate and resolve any discrepancies or issues related to premium finance payments promptly
  • Collaborate with internal teams and external partners to address and rectify payment-related concerns
  • Establish and maintain strong communication channels with carriers, general agents, intermediaries, and brokers
  • Provide timely responses to inquiries, requests for information, and clarification on payment details
  • Conduct regular reconciliation of premium finance payments to identify and address any discrepancies
  • Work closely with finance and accounting teams to ensure accurate financial reporting
  • Maintain comprehensive and organized records of all payment-related communications and transactions
  • Ensure compliance with company policies and regulatory requirements
  • Cultivate positive relationships with carriers, general agents, intermediaries, and brokers through clear and professional communication
  • Address concerns and provide exceptional service to enhance partnerships
  • Identify opportunities for process improvement in payment verification procedures
  • Collaborate with cross-functional teams to implement enhancements and streamline communication processes
Requirements
  • Excellent communication skills in English, both verbal and written
  • Strong communication and interpersonal skills
  • Basic knowledge of Microsoft Office and CRM software
  • Ability to understand all business processes within the credit union
  • Resourceful and well-organized, with strong attention to detail and problem-solving abilities
  • Good reasoning abilities and sound judgment
  • Ability to work in a general office environment
  • Flexibility and ability to shift resources and priorities as required
  • Ability to work independently and collaboratively in a fast-paced environment
Benefits

As a member of the Truliant Federal Credit Union team, you will enjoy a range of benefits, including:

  • No-cost employee medical, dental, and vision coverage
  • Prescription benefits, including mail order
  • Paid holidays and paid time off (PTO)
  • 401(k) plan with contribution matching
  • Paid community involvement volunteer hours
  • Paid group life insurance
  • Teammate loan discounts
  • Tuition reimbursement
  • Short and long-term disability
  • Health and wellness program
  • Teledoc (physician video conferencing)
  • Onsite fitness facilities or health club reimbursement
  • Employee assistance program (EAP)
  • Medical flexible spending account
  • Dependent care flexible spending account


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