2 дня назад
Collections Specialist (Fintech)
20 - 24$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Collections Specialist (Fintech): Managing funding collections and reconciliations for pre-tax benefit platforms, with an accent on plan sponsor outreach, payment negotiations, and collections tracking. Focus on analyzing large funding datasets, recovering outstanding balances, and documenting escalation and operating procedures.
Location: Remote, United States. The role is home based; relocation is not provided.
Salary: $20.45–$24.00 per hour.
Company
provides health and wealth solutions, including automatic rollover services, health savings accounts, emergency savings, and custody services, serving more than 7 million clients.
What you will do
- Conduct and interpret plan funding reconciliations across CBAS, Panda, First Dollar, and other pre-tax benefit platforms.
- Identify missed or insufficient funding payments and maintain collections trackers organized by delinquency severity.
- Contact plan sponsors about overdue balances and negotiate manageable payment plans.
- Provide weekly collection updates and collaborate with operations, account management, and leadership teams on recovery strategies.
- Maintain detailed records, document payment expectations, create operating procedures, and escalate issues when necessary.
Requirements
- 2+ years of accounting, collections, or audit experience.
- Bachelor’s degree or equivalent experience.
- Knowledge of HSA, FSA, HRA, Commuter, and other health and benefit products.
- Moderate to advanced Microsoft Excel skills, including managing and analyzing large datasets.
- Strong communication, active listening, customer service, negotiation, critical thinking, and decision-making skills.
- Ability to work overtime and remain detail-oriented in a fast-paced environment.
Culture & Benefits
- Home-based remote work environment.
- Healthcare benefits and a 401(k) savings plan.
- Company holidays, paid time off, parental leave, and an employee assistance program.
- Potential incentive and bonus opportunities.
- Collaborative workplace focused on integrity, continuous development, and shared results.
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