Financial Operations Specialist

hace 3 semanas


Guaynabo, Guaynabo, Puerto Rico Popular Bank A tiempo completo

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

  1. Investigate and analyze reconciliation items, maintaining organized records and follow-ups with stakeholders.
  2. Promptly prepare and submit monthly income accruals related to pending items.
  3. Maintain effective communication with the business to ensure accurate billing and removal of cases from accruals.
  4. Support the Investigation & Analysis unit by processing checks payments, registrations, and printing.
  5. Identify and report Unclaimed Funds cases, implementing alternate procedures to reach customers.
  6. Develop and implement improvement projects for the Insurance Business, recommending process modifications and leveraging available tools.
  7. 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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