Hybrid Special Deposits/Lockbox bei NewFirst National Bank

Description

Job Summary:

We are seeking a detail-oriented and knowledgeable HOA MUD and PUD Account Specialist to join our team. The ideal candidate will be responsible for managing accounts related to Homeowners Associations (HOA), Municipal Utility Districts (MUD), and Planned Unit Developments (PUD). This role requires strong organizational skills, attention to detail, and the ability to communicate effectively with various stakeholders. This position will also be responsible for processing lockbox transactions efficiently and accurately, ensuring timely and secure handling of payments.

Key Responsibilities:

• Manage and maintain accounts for HOA, MUD, and PUD clients.
• Communicate with homeowners, board members, and vendors regarding account inquiries and issues.
• Process incoming lockbox payments and deposits in a timely manner
• Verify and reconcile payment information to ensure accuracy
• Maintain accurate records of transactions and prepare reports as needed
• Collaborate with team members to resolve discrepancies and improve processes
• Ensure compliance with company policies and procedures regarding payment processing
• Conduct mail runs to pick up payments as needed
• Download and import daily validation files
• Presort, open and extract incoming check remittance payments 
• Process, validate and balance all batches 
• Inputting data in the system while following standard procedures as well as customer specific processing instructions
• Generate and deliver reports for all payments
• Create client profiles in iRemit and Propay and provide customer support as needed
• Assist clients with account questions that pertain to, but not limited to signer changes, stop payments, check orders, account      closure requests, debit cards and statement requests. 
• Interact with customers and branch personnel via E-mail and telephone to resolve payment transmission issues
• Maintain a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of      treasury management products and apply that knowledge to efficiently assess and resolve client issues
• Assist with special projects and other duties, as assigned

Requirements

Requirements

Minimum Level of Education

• High school diploma or equivalent; additional education in finance or accounting is a plus
• Previous experience in payment processing or a related field preferred

Skills and Abilities Required

• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Strong communication skills, both written and verbal, and maintain a professional demeanor.
• Familiar with Banking products and services.
• Knowledgeable in Microsoft Office software applications that include Word, Excel, databases and the ability to integrate      applications with each other
• Demonstrates strong interpersonal skills; positive outgoing personality; group facilitation skills.
• Broad knowledge of departmental balancing, operations, policies and procedures.
• The ability to operate a variety of automated and standard office equipment. 
• Ability to work in a fast paced production environment with consistent deadlines.