Funding Operations Specialist

Description

Job Title: Funding Operations Specialist

Job Type: FT

Location: Hybrid 3 days in office (Charlotte, NC)

Job Summary

We are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Funding Operations Specialist ensures appropriate and accurate establishment, accounting, and reconciliation of client accounts for specific company products. The Funding Operations Specialist reports to the Finance Operations Team Leader.

What You’ll Do

• Provide exceptional client-centered customer service.
• Review the daily ACH report to determine what funding needs to be posted.
• Work with team members to determine appropriate set up, funding, structuring, and reporting of client accounts.
• Maintain client accounts to ensure that all information is current and accurate.
• Process and post payroll deductions and client deposits.
• Actively work with the client to confirm where funds received should be allocated if necessary.
• Have a basic understanding of the plans we administer to help fast track posting of funds.
• Understand the reasons why we would receive funding (FSA funds, invoices, negative balances).
• Perform client account reconciliations.
• Perform data entry within multiple applications.
• Actively participate and contribute to the company Initiatives.
• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes our company’s core values.
  
  

Requirements

Who You Are

• High School Diploma required, post-secondary education is preferred.
• 1 year of experience in customer service environment with a focus on client account balances.
• Ability to enter data ensuring accuracy and data integrity.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Access. Ability to gain proficiency with other software and databases.
• Excellent attention to detail and strong organization and prioritizing skills.
• Strong analytical and problem-solving skills.
• An individual that understands the value of providing a high level of customer service.
  
  

Work Environment

FloresHR’s standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional hybrid office environment based out of our Charlotte office (off West Morehead) (3 days in office). This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with FloresHR team members and candidates and must be able to exchange accurate information clearly in these situations.

How We Support Our Team

At FloresHR, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

• Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
• Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
• Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about.
  
  

Our Core Values & Diversity Focus

Our vision is to be the most admired benefits partner, and our core values and beliefs are:

• We believe in always doing the right thing.
• We believe that a remarkable service experience is possible.
• We believe in trusting one another as an operating philosophy.
• We believe that high performance teams deliver extraordinary results.
• We believe in building benefits technology that converts the complex to easy.
• We seek to empower, empathize, and respect our team members and our world.
  
  

FloresHR is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.