Financial Operations Specialist
hace 3 semanas
Overview
At Popular Bank, we're committed to delivering exceptional financial services and solutions that empower our customers to achieve their goals. Our team is dedicated to making a meaningful impact in the communities we serve.
Salary
We offer a competitive salary of $60,000 - $80,000 per year, commensurate with experience, plus opportunities for professional growth and development.
About the Role
We're seeking a highly motivated Financial Operations Specialist to join our team. As a key member of our operations team, you will be responsible for performing account reconciliations, investigations, and process improvements to ensure business excellence.
Responsibilities
- Investigate and analyze reconciliation items, maintaining organized records and follow-ups with stakeholders.
- Promptly prepare and submit monthly income accruals related to pending items.
- Maintain effective communication with the business to ensure accurate billing and removal of cases from accruals.
- Support the Investigation & Analysis unit by processing checks payments, registrations, and printing.
- Identify and report Unclaimed Funds cases, implementing alternate procedures to reach customers.
- Develop and implement improvement projects for the Insurance Business, recommending process modifications and leveraging available tools.
- Ensure timely requisitions for COBRA payments and manage PR Government insurance commissions balances.
Requirements
- Bachelor's Degree in Accounting.
- At least one or two years of related experience.
- Excellent customer service skills.
- Proficiency in Windows Microsoft Office applications (Word, Excel, etc.).
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