Cash Reconcil Proc
Triad Financial Services, Inc. · triadfs.com
JacksonvilleMid level2–3 yrs
Subscribers got this job on 16 October 2026.
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The job in short
Cash reconciliation processing.
Excel
Details
- Found
- 10 d ago · posted 2026-10-14
- Location as listed
- Jacksonville, FL, US
- Source
- The company’s own careers site
Full description
Position Overview
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Cash & Bank Reconciliation Processor to join our growing team.
Essential Functions:
• Reconcile and balance MSP bank account daily
• Provide management outstanding items within the Payment Clearing bank account
• Assist in the research of any outstanding items so they can clear timely
• Complete transfers as needed for bank accounts
• Monitor all bank accounts the Servicing department is responsible to ensure funds are addressed and applied accordingly
• Assist team with remote deposit requirements as needed
• Assist supervisor/manager with projects as needed
• Assist the Management team with proper updating of policies and procedures
• Be flexible with their time and schedule in order to meet the needs of the business
• Perform other duties that may be assigned by Management.
• Assist with identifying training opportunities
Minimum Qualifications:
• Minimum of three years’ mortgage/real estate related experience
• 2 - 3 years of MSP experience
• Exposure with Microsoft Office, proficient in Excel
• Strong attention to detail, goal oriented
• Time management skills
• Ability to prioritize multiple tasks and work well under deadlines
• Patience and ability to manage stress
• High school diploma or GED
Physical Demand:
• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to talk, listen and speak clearly on telephone
• Able to sit at a work station for prolonged periods of time
• Must be able to physically type