Evaluate fraud concerns and collect documentation to clear false positive exceptions and mitigate risk.
Prepare daily and monthly bank reconciliation reports and identify remedies for exception items.
Act as point of contact between internal/external customers and banking partners for questions related to delayed funds.
SRS Acquiom delivers a platform and services to help manage complex M&A and loan agency transactions. With offices across the US, London, and Amsterdam, the company has supported over 11,500 transactions globally and offers a culture of entrepreneurial energy, growth, and innovation.
Communicate with external vendors and partners to resolve payment issues and ensure accurate records.
Support special projects and process improvements in a high-volume, collaborative remote environment.
Jobgether is a hiring platform using AI matching to connect candidates with employers. It operates with a distributed team across multiple countries, offering fully remote positions.
Process a high volume of vendor invoices accurately and in accordance with company policies.
Prepare and process electronic payments, ACH transactions, wire transfers, and check disbursements.
Assist with monthly, quarterly, and annual financial close activities.
Apollo Answering Service provides answering services and financial operations support. The company values integrity, accountability, innovation, and collaboration, and offers a remote work environment with a comprehensive benefits package.
Prepare and submit mortgage insurance claims according to regulatory requirements.
Conduct audits, resolve escalations, and collaborate with cross-functional teams.
Assist in training and process improvements to ensure data integrity.
The partner company specializes in mortgage servicing operations. It is an organization that values accuracy, quality, and efficiency in claims-related processes.
Perform complex accounting tasks including GL maintenance, AP/AR, and financial operations support.
Lead month-end, quarter-end, and year-end closing processes with timely and accurate reporting.
Collaborate with cross-functional teams to ensure compliance, improve efficiency, and support decision-making.
Harvard University is a world-leading institution advancing education and research. The Office for External Education (OEE) within Harvard Medical School delivers innovative medical education programs and is supported by over 250 faculty and staff, fostering a diverse, inclusive, and entrepreneurial culture.
Reconcile benefit deductions, upload vendor bills, and perform monthly benefit audits to ensure accuracy.
Assist with HSA, COBRA, STD pay processes, employee inquiries, and updating Benefits webpages.
Consistently look for ways to improve system efficiencies and support Wellness Program communications.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. Since 2011, the company has grown to over 1,200 employees, built strategic partnerships, and serves as a trusted advisor to more than 6,200 customers with a strong culture and collaborative environment.
Manage invoices, payments, reporting, and administrative activities to support accurate financial processes.
Coordinate with operational teams and external stakeholders to ensure smooth financial operations.
Perform data entries, maintain financial reports, and identify opportunities to optimize workflows.
Jobgether uses AI-powered matching to connect candidates with hiring companies. It operates as a platform that reviews applications and shares top-fitting candidates with employers, aiming for efficient hiring.
Execute settlement payments in accordance with court orders and matter-specific requirements.
Conduct payment compliance reviews and distribution audits to ensure accuracy.
Investigate payment issues, trace discrepancies, and coordinate with vendors and banking partners.
Simpluris Inc. delivers comprehensive corporate, financial and legal administration services across the United States. Since 2007, Simpluris has administered over 9 thousand matters and distributed over $8 billion in funds.
Process payroll settlements in the client's Workday application.
Settle on-demand payments as requested.
Manage daily control reports and perform Treasury exceptions.
OneSource Virtual provides payroll, benefits, and finance solutions exclusively for Workday customers. With over 1,500 customers and 92% retention, they foster a values-based culture with opportunities for professional growth.
Manage customer interactions and resolve service requests with professional communication.
Handle inbound and outbound calls for scheduling, billing, and account support using internal systems.
Collaborate with internal teams to ensure timely resolution of customer issues and maintain accurate records.
Our partner is a company that provides customer care solutions for residential customers. The organization values reliability, teamwork, and service excellence, offering a supportive culture with career growth opportunities.
Identify opportunities to improve workflows, support automation, and scale billing processes.
Collaborate with internal teams and external EAP partners for accurate billing and payment processing.
Rula provides evidence-based mental healthcare, aiming to destigmatize and integrate mental health into overall well-being. They are a remote-first company hiring in most U.S. states, fostering a culture of inclusion and support.
Support branches, Wealth Management, and digital channels with customer relationships and account opening.
Process account maintenance, transactions, and resolve customer inquiries.
Identify opportunities to meet customer needs through cross-selling bank products and services.
The organization is a financial institution that offers banking products and services through its Banker Service Center. It values customer service, compliance, and teamwork.
Prepare and submit mortgage insurance and agency claims in accordance with applicable guidelines.
Conduct monthly audits and review exception reports to ensure data integrity and identify trends.
Support resolution of escalated issues, maintain process documentation, and assist training efforts.
Jobgether uses AI-powered matching to connect candidates with hiring companies. They process applications based on legitimate interest and offer remote work flexibility.
You will manage customer accounts by monitoring payments and negotiating payment arrangements.
You will communicate with customers via phone and email to ensure timely payments and maintain relationships.
You will work within credit limit guidelines, approve orders, and maintain accurate records.
SanMar is a leading distributor of branded apparel and accessories, working with brands like Nike and The North Face. They have a large workforce across North America and a culture focused on family values and employee growth.
Gather required documentation and submit loan files for processing/underwriting.
Manage pipeline of 50-60 loan closings per month.
Provide excellent customer service and assist team members with borrower requests.
Knock redefines home buying and selling with its Bridge Loan product, allowing homebuyers to 'buy before they sell'. Founded in 2015, the company has grown to a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.
Record cash receipts, credit card statements, invoices, and disbursements, and perform bank and brokerage reconciliations.
Manage accounts payable and receivable, maintain vendor and client information, and record payroll expenses.
Prepare financial reports, support client relationships, and participate in team meetings and project management.
FFO is a premier family office and business management company for ultra-wealthy individuals, families, and their advisors. It is a boutique, independent firm within the Focus Financial Partners network, known for a collaborative and entrepreneurial culture.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Manage daily flow of referrals to partner firms and track compliance data for the region.
Support Regional Manager with case agreement records and facilitate payment compliance with accounting staff.
Build weekly/monthly progress reports and interact regularly with attorneys and partner firms.
Morgan & Morgan is a personal injury law firm that fights for consumer rights against insurance companies and large corporations. With over 6,000 employees, they are united by the mission 'For the People'.
Perform accounting and analysis for clients, including recording transactions and reconciling accounts.
Manage accounts payable/receivable, payroll, and bill pay cycles with attention to detail.
Prepare financial reports and support deliverables for client relationships.
FFO is a premier family office and business management company serving ultra-wealthy individuals and families, offering tailored financial and lifestyle solutions. As part of the Focus Financial Partners network, FFO operates independently with the support of a larger organization, fostering an entrepreneurial, firm-led environment.