Financial Transaction Payment Processor

KraftCPAs is working to fill this position for a client. Please see the job description below. This company is located in Knoxville, TN. 

Job Title: Financial Transaction Payment Processor / Reconciliation Specialist

Location: Knoxville, Tennessee

Job Summary: We are seeking a detail-oriented and experienced Financial Transaction Payment Processor / Reconciliation Specialist to join our finance team. This role is responsible for processing payments/refunds, investigating, researching, and reconciling transactions to ensure accuracy and compliance with company and regulatory standards. The ideal candidate has a strong analytical mindset, excellent problem-solving skills, and a background in finance, accounting, or a related field.

Key Job Responsibilities:

  1. Transaction Management:
    • Process payments, refunds, and adjustments across various payment platforms (credit cards, ACH, wire transfers).
    • Monitor daily transactions for accuracy and completeness.
    • Ensure compliance with industry standards and company policies during processing.
  1. Reconciliation and Reporting:

o    Perform in-depth research on payment processing transactions to identify and resolve discrepancies between our loan servicing system and third party ledger

o    Reconcile loan payments, refunds, balance adjustments, etc.  ensuring data accuracy and completeness.

o    Investigate transaction discrepancies, initiate corrective actions, and ensure timely resolution within required company standards

o    Develop and maintain documentation of reconciling processes and ensure compliance with company policies and industry standards

o    Collaborate with internal and external teams, including finance, loan servicing, and customer service departments, to resolve reconciliation issues

o    Collaborate with other departments to resolve customer issues effectively and timely

Qualifications:

  • Education: Bachelor’s degree in Finance, Accounting, or related field preferred.
  • Experience: Minimum of 2 years of experience in financial reconciliation, payment processing, finance, transaction research, or a similar role.
  • Skills:
    • Proficiency in payment processing systems, financial software, Microsoft Office Suite (especially Excel), etc.
    • Strong analytical skills and attention to detail
    • Ability to communicate effectively with both technical and non-technical team members.
    • Experience with auditing or compliance is a plus.
    • Familiarity with automated reconciliation tools or software.
    • Ability to supervise a team of 10-12 processors
    • Experience in setting performance goals for team and monitoring team performance to maximize productivity of team members towards maintaining standards

 



 

KraftCPAs is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.