Overview
This position provides operational support to the Equipment Finance Division. Facilitates processes and workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Post payment transactions, update account information, answers inquiries and resolves issues in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.
Responsibilities
Contract and Asset Maintenance: The ongoing upkeep and support of contracts and assets for the business. This includes activities such as regular review and assessment of contract terms, ensuring compliance with contract requirements, resolving disputes, monitoring performance, and making necessary amendments or updates.
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Cash Posting: Receive and review incoming cash payments, including checks, electronic funds transfers, credit card payments, and other forms of remittance.
Refunds: Process customer/dealer refunds for overpayments. Obtain proper authorization and approvals.
Updates/Cancellations: Modifying existing ACH setups as required, ensuring and accurate and up to date information for successful transactions.
Account Reconciliation: Regularly reconcile cash posting transactions with bank deposits to identify and resolve discrepancies. Investigate and resolve any payment processing errors.
Suspense Management: Conduct regular reviews and analysis of suspense items to identify trends and areas for process improvement.
Qualifications
Bachelor's Degree and 1 years of experience in Banking, Finance, Accounting
- OR -
High School Diploma or GED and 5 years of experience in Banking, Finance, Accounting
Additional Requirements:
Advanced written and verbal communication
Ability to multitask and problem solve
Risk-focused
Advanced attention to detail
Access and Excel familiarity
Adaptable and motivated to learn new skills
Preferred Qualifications:
Large Financial Institution experience
Bachelor's Degree in Accounting and/or Finance
Advanced Access and Excel skills
Pega and/or Infolease experience
Proven ability to follow policies and procedures
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.