Note: The job is a remote job and is open to candidates in USA. Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. The Financial Operations Specialist II is responsible for responding to internal and external customer inquiries, resolving balancing problems, and assisting with training department staff while managing service tickets and ensuring compliance with departmental guidelines.
Responsibilities
- Assist with training new staff in Financial Operations functions
- Review and provide updates for job procedures and policies within the department
- Complete daily exception item processing in adherence with established timeframes
- Correct errors with clearing institutions, 3rd party vendors, and/or credit unions
- Review physical checks and process validated payments, reject and return payments that cannot be validated following departmental guidelines and adhering to all documentation requirements
- Work and resolve settlements tickets from internal and external clients via ticketing portal
- Work with internal and external customers and vendors to resolve settlement issues and inquiries on functions performed and products serviced in Financial Operations
- Reconcile balance consolidation daily transaction postings between vendors, cardholders, and Credit Union/FI’s, completing requests related to check copies, stop payments, and other inquiries related to this product
- Process and balance daily Convenience check files ensuring transactions and returns are completed within the established guidelines and bank timeframes. Completing check copy, stop payment and other inquires related to this product
- Maintain current, working knowledge of both in-house and external systems
- Perform other duties as assigned
Skills
- Associates degree or equivalent business experience required
- Four (4) years accounting or banking related experience required; preferably in the area of Settlement or Finance
Benefits
- Competitive wages
- Medical with telemedicine
- Dental and Vision
- Basic and Optional Life Insurance
- Paid Time Off (PTO)
- Maternity, Parental, Family Care
- Community Volunteer Time Off
- 12 Paid Holidays
- Company Paid Disability Insurance
- 401k (with employer match)
- Health Savings Accounts (HSA) with company provided contributions
- Flexible Spending Accounts (FSA)
- Supplemental Insurance
- Mental Health and Well-being: Employee Assistance Program (EAP)
- Tuition Reimbursement
- Wellness program
- Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
Company Overview