Senior Funding Specialist Overview • The Senior Funding Specialist role focuses on managing funding operations and account servicing functions within a dynamic financial services environment. • This position involves processing critical financial transactions, performing reconciliations, and supporting compliance-related activities. • Candidates will leverage analytical skills to investigate discrepancies and ensure accuracy in financial operations. • The role offers a hybrid work arrangement, combining in-office and remote work flexibility. • Ideal for professionals with banking, financial services, or card operations experience seeking growth opportunities. • The position requires strong attention to detail, critical thinking, and the ability to work independently. • Collaborate with cross-functional teams to enhance funding processes and ensure compliance with regulations. • Join a client-focused organization committed to operational excellence and professional development. Senior Funding Specialist Key Responsibilities & Duties • Process and monitor security deposits and other funding-related transactions with accuracy and efficiency. • Manage debit card payment chargebacks and related account adjustments to ensure proper resolution. • Perform daily settlement activities and ensure timely processing of funding transactions. • Review, research, and resolve funding exceptions, account discrepancies, and transaction-related issues. • Communicate with vendors involved in the funding process to maintain operational efficiency. • Administer uncashed check and escheatment processes, including customer notifications and documentation. • Monitor operational reports and identify issues requiring investigation, escalation, or corrective action. • Maintain and update departmental procedures and process documentation to ensure compliance and accuracy. Senior Funding Specialist Job Requirements • Bachelor’s degree preferred, with 3+ years of banking or financial services experience. • Proficiency in reconciliations, exception processing, and payment operations preferred. • Strong analytical, organizational, and problem-solving skills are essential for success. • Proficiency in Microsoft Office applications and familiarity with basic accounting procedures. • Ability to investigate and resolve complex operational issues with minimal supervision. • Effective verbal and written communication skills to collaborate across departments. • Commitment to accuracy and attention to detail in all financial operations. • Ability to manage multiple priorities and meet established deadlines in a fast-paced environment.