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Cash Reconcil Proc

Triad Financial Services, Inc. · triadfs.com
JacksonvilleMid level2–3 yrs
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Straight from the company’s own careers site.

The job in short

Cash reconciliation processing.

Excel

Details

Found
27 d ago · posted 2026-10-14
Location
Jacksonville, FL, US

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

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