EFG Contract Administration Specialist

Found in: Talent US C2 - 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)

  • Overlay Services Operations Specialist

    2 weeks ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Overlay Services Operations Specialist to join our Wealth Solutions team. This position is expected to report to our Berwyn, PA office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

  • Overlay Services Operations Specialist

    7 days ago

    Berwyn, United States CareerBuilder Full time

    Description Envestnet is seeking a passionate and talented Overlay Services Operations Specialist to join our Wealth Solutions team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

  • Institutional Client Support Specialist

    2 days ago

    Berwyn, United States Envestnet Full time

    **Description** Envestnet is seeking a passionate and talented **Institutional Client Support Specialist** to join our ICS team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

  • Biliteracy Coach

    2 days ago

    Berwyn, United States Berwyn South School District 100 Full time

    Position Type: Instructional Coach/Biliteracy CoachDate Posted: 6/14/2023Location: All District 100 SchoolsDate Available: 2023-2024Title: Biliteracy Coach Qualifications: Professional Educator License with master's degree or equivalent in Bilingual/Bicultural Education, Curriculum, or related field. Must have a strong knowledge base of biliteracy and...

  • Employee Benefits Specialist

    Found in: Appcast US C2 - 2 weeks ago

    Berwyn, United States Tycor Financial Group Full time

    Love helping people, processes, and details? Are you energized by bringing organization to your work? Looking to grow your career with a team that feels the same way? If you answered yes to any of these questions, Tycor Benefit Administrators, Inc. has the perfect position for you! We are looking for an Employee Benefit Specialist to join our team in the...

  • Employee Benefit Specialist

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Berwyn, United States EHS Recruiting Company Full time

    Love helping people, processes, and details? Are you energized by bringing organization to your work? Looking to grow your career with a team that feels the same way? If you answered yes to any of these questions, Tycor Benefit Administrators, Inc. has the perfect position for you!We are looking for anEmployee Benefit Specialistto join our team in the...

  • Employee Benefits Specialist

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Berwyn, United States Tycor Financial Group Full time

    Love helping people, processes, and details? Are you energized by bringing organization to your work? Looking to grow your career with a team that feels the same way? If you answered yes to any of these questions, Tycor Benefit Administrators, Inc. has the perfect position for you! We are looking for an Employee Benefit Specialist to join our team in the...

  • Employee Benefits Specialist

    2 weeks ago

    Berwyn, United States Tycor Financial Group Full time

    Love helping people, processes, and details? Are you energized by bringing organization to your work? Looking to grow your career with a team that feels the same way? If you answered yes to any of these questions, Tycor Benefit Administrators, Inc. has the perfect position for you! We are looking for an Employee Benefit Specialist to join our team in the...

  • Employee Benefit Specialist

    2 weeks ago

    Berwyn, United States EHS Recruiting Company Full time

    Love helping people, processes, and details? Are you energized by bringing organization to your work? Looking to grow your career with a team that feels the same way? If you answered yes to any of these questions, Tycor Benefit Administrators, Inc. has the perfect position for you!We are looking for anEmployee Benefit Specialistto join our team in the...

  • Employee Benefit Specialist

    2 weeks ago

    Berwyn, United States Hunter Recruitment Advisors Full time

    Job DescriptionJob DescriptionLove helping people, processes, and details? Are you energized by bringing organization to your work? Looking to grow your career with a team that feels the same way? If you answered yes to any of these questions, Tycor Benefit Administrators, Inc. has the perfect position for you!  We are looking for an Employee Benefit...

  • Records Coordinator

    2 weeks ago

    Berwyn, United States Ntech Solutions Inc. Full time

    Terms of Employment W2 Contract, 4.5-5 months This position is 100% onsite in Berwyn, PA. Local candidates only The schedule is Monday through Friday, 8AM-4PM. Overview Our client is seeking a detail-oriented Business Analyst to provide comprehensive support to the Fleet department. The role will involve handling various...

  • Records Coordinator

    Found in: Lensa US P 2 C2 - 2 weeks ago

    Berwyn, United States nTech Solutions Full time

    Terms of Employment W2 Contract, 4.5-5 months This position is 100% onsite in Berwyn, PA. Local candidates only The schedule is Monday through Friday, 8AM-4PM. Overview Our client is seeking a detail-oriented Business Analyst to provide comprehensive support to the Fleet department. The role will involve handling various administrative tasks,...

  • Litigation Attorney

    Found in: Appcast US C2 - 2 weeks ago

    Berwyn, United States Del Galdo Law Group, LLC Full time

    Del Galdo Law Group, LLC specializes in representing public entities with offices in Berwyn and Chicago. We also offer remote working opportunities. The firm is seeking a Litigation Attorney with 2-5+ years of experience. The Litigation Attorney will defend and prosecute a wide variety of cases on behalf of primarily government clients in areas such as:...

  • Litigation Attorney

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Berwyn, United States Del Galdo Law Group, LLC Full time

    Del Galdo Law Group, LLC specializes in representing public entities with offices in Berwyn and Chicago. We also offer remote working opportunities. The firm is seeking a Litigation Attorney with 2-5+ years of experience. The Litigation Attorney will defend and prosecute a wide variety of cases on behalf of primarily government clients in areas such as:...

  • Litigation Attorney

    4 days ago

    Berwyn, United States Del Galdo Law Group, LLC Full time

    Del Galdo Law Group, LLC specializes in representing public entities with offices in Berwyn and Chicago. We also offer remote working opportunities. The firm is seeking a Litigation Attorney with 2-5+ years of experience. The Litigation Attorney will defend and prosecute a wide variety of cases on behalf of primarily government clients in areas such as:...

  • Assistant Manager-Day Crew

    2 days ago

    Berwyn Heights, United States University of Maryland Full time

    To assist the Manager of Piped Services in providing leadership and general oversight of administrative and expert technical supervision of personnel in the general and daily operations of an assigned unit/team in the Piped Services unit, including technical support in the use of electronic and digital devices to locate underground utilities, test and...

  • Education/Labor & Employment Attorney

    Found in: Lensa US P 2 C2 - 2 weeks ago

    Berwyn, United States Del Galdo Law Group Full time

    Del Galdo Law Group, LLC specializes in representing public entities with offices in Berwyn and Chicago. We also offer remote working opportunities. The firm is seeking an attorney with a high level of understanding and 2-5+ years of experience in education law and/or labor & employment law. This position requires the attorney to provide legal services and...

  • Education/Labor & Employment Attorney

    Found in: Appcast US C2 - 2 weeks ago

    Berwyn, United States Del Galdo Law Group, LLC Full time

    Del Galdo Law Group, LLC specializes in representing public entities with offices in Berwyn and Chicago. We also offer remote working opportunities. The firm is seeking an attorney with a high level of understanding and 2-5+ years of experience in education law and/or labor & employment law. This position requires the attorney to provide legal services and...

  • Education/Labor & Employment Attorney

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Berwyn, United States Del Galdo Law Group, LLC Full time

    Del Galdo Law Group, LLC specializes in representing public entities with offices in Berwyn and Chicago. We also offer remote working opportunities. The firm is seeking an attorney with a high level of understanding and 2-5+ years of experience in education law and/or labor & employment law. This position requires the attorney to provide legal services and...

  • Assistant Property Manager

    2 weeks ago

    Berwyn, United States Pennrose Management Full time

    Overview: Responsible for marketing and leasing assigned property, as well as providing resident services. Develops and implements policies and procedures to effectively manage property under the direction of the Property Manager and Regional Property Manager. Pay Range: $20-$23/hr, depending on experience Responsibilities: Coordinating leasing events such...