[Remote] Finance Banking Specialist
Note: The job is a remote job and is open to candidates in USA. Imagine360 is currently seeking a Finance Banking Specialist to join the team. This position is responsible for compiling, calculating, reconciling and posting financial data for maintaining client records and producing financial reports, while also assisting the Finance team in daily activities to support successful outcomes.ResponsibilitiesCheck/ACH ProcessingPrepare checks for deposit based on provided task instructions and closing the tasks are they are completedIssues checks or prepare ACH transactions for claims reimbursement paymentsPost check deposits and paymentsVerify, monitor, and resolve funding and banking items, such as refunds, voided checks, reissued checks, etcMonitor accounts receivable and over/short paymentsAdheres to department policies and proceduresBack-up and other duties, as assignedRecord keepingComplete premium and claims reconciliations accurately and timely, producing related reports for clientsCollect banking transaction information, verify for accuracy, and coordinate posting record keeping entriesCompile information and verify for accuracy, client ledgers and other financial reportingMaintain internal control systems, such as check log, banking account ledger, etcAdheres to department policies and proceduresBack-up and other duties, as assignedCustomer ServiceActs as a role model in demonstrating the core values in customer service deliveryProvides timely and thorough follow up with, internal and external customersAppropriately escalates difficult issues up the chain of commandQuality AssurancePerform review and/or audit of other employees' work to ensure quality and procedural measures are being metActively participate in staff meetings and cross-departmental meetings, ensuring financial standards are metServes on committees, work groups, and/or process improvement teams, as assigned, to assist in improving quality/customer satisfactionRecognizes and alerts appropriate supervisor of trends within their scope of responsibility that fall outside of quality parametersPerforms self-quality monitoring to develop and execute plans to meet established goalsProvides ongoing feedback to help optimize quality performanceDevelops new or improves current internal processes to improve qualitySkillsH.S. Diploma requiredMinimum of 2 years related work experienceAbility to reconcile funding accounts and transactionsWorking knowledge of ExcelBasic bookkeeping knowledgeProficient in 10-key and typing skillsAbility to follow-up on work assigned and obtains proper review and approvalAbility to gather and analyze information for problem resolutionProficient in communication and interpersonal skillsStrong attention to detailPositive attitude and above average customer service skillsAbility to meet deadlines, handle stress, interacts professionally with othersPrior bank reconciliation experience strongly preferred (i.e. Business Banking, Treasury Management, Funds movement process, etc.)Benefits100% Company-Paid Premiums for Employee's Medical, Vision and Dental PlansParental Leave Policy20 days PTO to start / 10 Paid HolidaysTuition reimbursement401k Company contributionCompany paid Short & Long term Disability plus Life InsuranceProfessional development initiatives / continuous learning opportunitiesOpportunities to participate in and support the company's diversity and inclusion initiativesCompany OverviewImagine360 is an integrated health plan addressing one of the greatest challenges on behalf of self-funded employers: healthcare costs are harming the bottom line, they're increasingly unaffordable for employees, and the experience remains poor. It was founded in 2003, and is headquartered in Philadelphia, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is https://mibenefits.imagine360.com.