Financial Clerk - Portnoff

1. Deposits
   1. Read and analyze files in Collection Partner or spreadsheet to determine proper account to credit.
   2. Data entry of large number of checks and/or electronic payments
   3. Maintain daily deposit log.
   4. Have a good understanding of the PLA process and able to credit payments that require an additional level of analysis in order to credit to the proper account. Save proper documentation for PLA records.

• Payoffs
  • Provide accurate and timely payoff information.
  • Thorough search of loaded claims using Hubbard/Collection Partner.
  • Have a good understanding of PLA clients. County/Client/collection type
  • Navigate RMS Dashboard to produce written statements.
    • Payoff search
    • County TAO sites
    • Search engines
  • Accurately search RMS Received Data for unloaded claims.
  • Attention to detail/cross check file codes – follow code instruction
  • Must be detailed oriented and efficient.
  • Enter information into Word Documents
  • Document Hubbard/Collection Partner files accurately.
• Other Duties as Assigned
• Accuracy
  • Review work for accuracy.
  • Ask questions when needed
• Communication
  • Participate in team staff meetings.
  • Make recommendations for improving own workflow.
  • Assist other employees and co-workers by answering questions or providing assistance as time allows.

• One (1) or more years of related accounting or statistical data entry experience preferred. Willing to train the right person.
• Goal oriented; Dependable, with strong work ethic and personal integrity.
• Ability to contribute to positive office culture.
• Ability to work overtime, on occasion.
• Excellent organization, prioritization and time management skills.
• Ability to handle stress, remain flexible, and multi-task.
• Ability to take direction and open to feedback at all levels.
• Ability to work and relate with people at all levels.
• Demonstrate skills of poise, diplomacy and tact.
• PC Proficient: Microsoft Office (Word, Excel, Outlook). Ability to learn Collection
• Partner software program and QuickBooks.
• Strong oral and written communication skills.
• Continual attention to detail.

• High School Diploma or equivalency.

• Compensation: $17/hour

• 401(k) Retirement Investment Plan with Employer Match
• Paid Time Off & Holidays 
• Employee Assistance Program
• Free Fitness Facility
• Health Reimbursement Arrangement
• Dental and Vision Coverage
• Section 125 Flexible Spending Account 
• Portable Colonial Supplemental Insurance Options

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift or hear. The employee is regularly required to stand; walk and use hands and arms to operate general office equipment (PC, telephone, file cabinets, copier, postage meter, fax machine, and printer). The employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

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