Senior Reconciliations & Monitoring Specialist at EverBank

Reconciliations & Monitoring Specialist Sr
The Senior Reconciliations and Monitoring Specialist is responsible for daily and monthly reconciliation and approval of general ledger and settlement accounts, manages dormant accounts for compliance with unclaimed property laws, and supports the retention and reactivation of client accounts. Additionally, the role involves handling IRS B Notice processes, managing state and federal withholding payments for IRA withdrawal while mentoring teammates, and overseeing peer work.

Key Responsibilities and Duties

• Communicates and corresponds with account owners regarding questions regarding unclaimed property laws and regulations, while ensuring compliance with said laws and regulations.
• Processes state and federal withholding and backup withholding payments in compliance with IRS and state regulations.
• Reconciles general ledgers and internal accounts to ensure accuracy of all financial records and identifies and resolves discrepancies.
• Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary.
• Approves general ledger reconciliations for the team.
• Mentors and trains associates, leveraging subject matter expertise to provide effective coaching and guidance.
• Assists management with overseeing the day-to-day operations, including workflow assignments, daily report review, and performing quality oversight of completed tasks.
• Acts as subject matter expert on related transformational and operational initiatives; responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.
• Assists management in implementing process improvements and driving operational excellence.

Minimum Qualifications

• 3+ years of experience in general ledger reconciliation.
• Previous retail branch banking experience.
• Accounting Knowledge: At least 1 year of hands-on general accounting experience.
• Strong communication skills, with the ability to clearly convey information, collaborate across teams, and support customer and operational needs.
• Proven success in fast-paced environments with strong research and problem-solving skills.

Preferred Qualifications

• Familiarity with Tax Payment Processing

Role Specific Work Experience

• 3+ Years Required; 5+ Years Preferred

Educational Requirements

• Vocational and/or Technical Education Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
4IC

Posting End Date: 11/16/25