Account Servicing Specialist

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.

What We Do

TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists financial services industry experts and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system. After more than 10 years in business TrueML is excited to be expanding its footprint internationally. We are a growing geographically diverse team with employees in 30 U.S. states and 7 different countries with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work join TrueML and make a difference alongside hundreds of other inspired individuals.

Why Work With Us

Our functional teams are a diverse mix of employees from different backgrounds and geographies with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.

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