[Remote] Finance Banking Specialist
Note: The job is a remote job and is open to candidates in USA. Imagine360 is a health plan solution company dedicated to transforming the healthcare industry. They are currently seeking a Finance Banking Specialist responsible for compiling, calculating, reconciling, and posting financial data to maintain client records and produce financial reports.
Responsibilities
- Check/ACH Processing
- Prepare checks for deposit based on provided task instructions and closing the tasks are they are completed
- Issues checks or prepare ACH transactions for claims reimbursement payments
- Post check deposits and payments
- Verify, monitor, and resolve funding and banking items, such as refunds, voided checks, reissued checks, etc
- Monitor accounts receivable and over/short payments
- Adheres to department policies and procedures
- Back-up and other duties, as assigned
- Record keeping
- Complete premium and claims reconciliations accurately and timely, producing related reports for clients
- Collect banking transaction information, verify for accuracy, and coordinate posting record keeping entries
- Compile information and verify for accuracy, client ledgers and other financial reporting
- Maintain internal control systems, such as check log, banking account ledger, etc
- Adheres to department policies and procedures
- Back-up and other duties, as assigned
- Customer Service
- Acts as a role model in demonstrating the core values in customer service delivery
- Provides timely and thorough follow up with, internal and external customers
- Appropriately escalates difficult issues up the chain of command
- Quality Assurance
- Perform review and/or audit of other employees' work to ensure quality and procedural measures are being met
- Actively participate in staff meetings and cross-departmental meetings, ensuring financial standards are met
- Serves on committees, work groups, and/or process improvement teams, as assigned, to assist in improving quality/customer satisfaction
- Recognizes and alerts appropriate supervisor of trends within their scope of responsibility that fall outside of quality parameters
- Performs self-quality monitoring to develop and execute plans to meet established goals
- Provides ongoing feedback to help optimize quality performance
- Develops new or improves current internal processes to improve quality
Skills
- H.S. Diploma required
- Minimum of 2 years related work experience
- Ability to reconcile funding accounts and transactions
- Working knowledge of Excel
- Basic bookkeeping knowledge
- Proficient in 10-key and typing skills
- Ability to follow-up on work assigned and obtains proper review and approval
- Ability to gather and analyze information for problem resolution
- Proficient in communication and interpersonal skills
- Strong attention to detail
- Positive attitude and above average customer service skills
- Ability to meet deadlines, handle stress, interacts professionally with others
- Prior bank reconciliation experience strongly preferred (i.e. Business Banking, Treasury Management, Funds movement process, etc.)
Benefits
- 100% Company-Paid Premiums for Employee's Medical, Vision and Dental Plans
- Parental Leave Policy
- 20 days PTO to start / 10 Paid Holidays
- Tuition reimbursement
- 401k Company contribution
- Company paid Short & Long term Disability plus Life Insurance
- Professional development initiatives / continuous learning opportunities
- Opportunities to participate in and support the company's diversity and inclusion initiatives
Company Overview