Account Servicing Specialist
Trueml
Operations
Lenexa, KS, USA
USD 20-20 / hour
As an Account Servicing Specialist, you will be the engine behind our financial accuracy and operational reliability. We are looking for a detail-oriented analyst to own the integrity of our account data during a period of hyper-growth. Your mission is to bridge the gap between complex data entry and high-level problem solving, ensuring that every transaction is seamless and every client request is handled with precision.
What You'll Do
Own the Data Lifecycle: Manage the end-to-end intake of client reports, correspondence, and source documents, ensuring all information is triaged and logged into our systems with 100% accuracy.
Solve Complex Discrepancies: Proactively identify defects in data and navigate multiple internal and external systems to resolve file processing errors, missing transactions, and inventory imbalances.
Drive Financial Accuracy: Manage payment processing workflows while maintaining a high-performance standard (targeting an error rate below 1%).
Navigate Security & Compliance: Handle highly sensitive and confidential information with total discretion, following strict internal audit procedures and operational policies.
Act as a Client Partner: Provide timely, professional, and compliant responses to both internal stakeholders and external clients, ensuring their requests are resolved efficiently.
Optimize Processes: Support the leadership team with account-level analysis and administrative tasks that keep our "back office" running at peak performance.
Who You Are
A Systems Thinker: You are highly proficient in Excel and Google Applications, with an ability to juggle multiple software interfaces simultaneously without losing your place.
Detail-Obsessed: You have a natural knack for spotting "the needle in the haystack" when it comes to data defects and reconciliation errors.
Experienced in Back-Office Operations: You bring at least 1 year of experience in a multi-faceted work environment, ideally with a background in accounts receivable, banking, or healthcare reconciliations.
A Reliable Professional: You take pride in your time management skills, thrive in a dynamic environment, and value the consistency of being on-site with your team to meet tight deadlines.
An Effective Communicator: You can distill complex data issues into clear, professional written and verbal updates for your team and clients.
Education: Any degree is appreciated, but we value your relevant experience and "hands-on" track record just as much.
20 - 20 USD