Reconciliation Consultant 1

Performance Outcomes

Payment Management

• Record and manage group payments received from CM Client in SystemI

• Redirect payments with discrepancies in CM Client to the appropriate basket for resolution

• Examine return checks received from accounting, scanning them into CM Client

• Enter and manage Backout/Apply and Suspense Form details from CM Client into SystemI

• Handle the processing of Government Allotments from OnDemand, accurately incorporating them into SystemI

• Input and manage Group Remittance Payments from CM Client into SystemI

Reconciliation Management

• Handle incoming calls and emails, as well as initiate outbound calls and emails to assist group account holders and associates with inquiries about unbalanced payments.

• Assess, structure, and share group payroll documents received from group account holders or associates to reconcile payments.

• Other duties as assigned by leadership

Education, Knowledge, and Experience

• Knowledgeable in Word, Excel, and PowerPoint

• High School Degree Required 

• 0-1+ years prior experience working in customer service 

• Good typing and 10-key skills,Required

• Good written and verbal communication

• Good phone and presentation skills

• Effectively interact with users, peers, managers, and vendors

• Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality. 

• Requires an individual with a positive professional attitude who can work as a part of a team or individually.

• Requires the ability to work under pressure and quickly adapt to change

• Requires a self-starter with a high level of initiative and problem-solving mindset.

FLSA Status

This is a non-exempt position.

Physical Requirements/ Work Environment

The work environment characteristics and physical demands described here are representative of these 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 duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed.Travel is not required for this position.