[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