Job Description

Job Duties and Responsibilities

Community Archives receives an average of 300 checks per day with approximately 50 checks out of the daily average received are identified as problem checks that require additional time to research through phone and email communication to correct for check application.

The Specialist deposits the processed checks from the prior day(s) into the Texas Capital Bank (TCB) account. Each branch has their own designated TCB account.

Problem checks are identified as :

No Account Number

Zero Balance

Overpayment

Closing Cancelled

Wrong Order Number

Wrong Management Company

Duties include but are not limited to :

• Receive payments from Settlements and Community Archives distribution
• Compare and confirm accuracy of information
• Post payments in Community Archives and Payment Portal systems
• Deposit funds utilizing Remote Data Capture (RDC) machine and report to Corporate Accounting Shared Services Center
• Escalate exceptions as necessary to Operations Supervisor
• Adhere to jurisdiction rules
• Answers incoming / outbound calls in a timely, professional, and very courteous manner
• Exhibits professional behavior with both internal and external business associates that reflect positively on company brand and is consistent with company policies and practices
• Demonstrates excellent flexibility and effective communication skills
• Identifies and acts upon opportunities to upsell and / or sell additional products to customers
• Applies branch / company specific customer care requirements as directed
• Ability to answer questions regarding regulatory requirements
• Must apply common sense understanding all job-related tasks and interactions
• Will follow routine protocols.
• Must be able to identify when routines do not apply in a specific situation
• Occasional overtime may be required
• Other duties as assigned

Knowledge and Skills

• Billing and accounts receivable experience
• Functions such as coding, charge entry, claims, and payment postings, following up on past due invoices and delinquent accounts, and correcting and resubmitting claims.
• Processing vendor invoices, resolving payment discrepancies
• Software : MS Office (Excel), QuickBooks, Adobe Acrobat
• Superior verbal and telephone communication skills
• Computer literate in a Windows environment
• Working knowledge of Office 365 products
• Typing 35-40 words per minute with 85% accuracy
• Strong interpersonal skills with the ability to use tact and diplomacy
• Must be able to work as a team player in a fast-paced environment with heavy contactl volume and multi-level distractions
• Knowledge of escrow, title and / or real estate transaction is a plus
• Knowledge of accounting principles, practices, and procedures (US GAAP) is a plus
• Knowledge of conflict resolution techniques at a proficient level
• Professional communication skills (phone, interpersonal, written, verbal, etc.)
• Self-motivated, proactive, detail oriented and a team player
• Time management and time critical prioritization skills

Requirements

Education and Experience

• High School Diploma or GED Required
• 3 5 years of directly related or closely related experience

Contact Center Expectations

• Contact Center closers are expected to stay until the last call has been answered and the queue is clear
• Must have reliable transportation
• Need to have a personal laptop or desktop, a cell phone with unlimited data / Wi-Fi (in the event you must work from home)

Travel Requirements

Travel to corporate to post checks and pick up mail

Working Conditions

• Typical office environment
• Overtime may be required

Last updated : 2024-04-27