Job description

Position Summary:
The Specialty Accounts Operations Specialist is responsible for supporting property management-related products and processing lockbox payments. This position will maintain knowledge of deposit banking functions, and regulatory requirements, along with performing the due diligence needed to ensure complete and accurate system processing. This position will maintain a client focus and will partner with Treasury Specialists and sales team members to deliver a superior client experience.
Essential Responsibilities:
Job Function 1: Process Support – 60%

• Facilitate and support the completion of lockbox payment processing.
• Retrieve daily payments from the post office, as well as, processing those payments by opening, sorting, and preparing the payments.
• Responsible for scanning check payments to payment processing system and ensuring payments including returns are reconciled and handled timely and accurately.
• Support daily files to include reports, check and ACH transmission to and from vendors.
• Gather necessary account opening documentation, open accounts and coordinate documents with clients as needed.
• Complete requests received from internal and external clients including but not limited to account maintenance, research requests, and generations of reports.
• Assist internal departments and external clients with property management-related processing inquiries.
• Assist in identifying exceptions and collaborate with the supervisor to resolve them.

Job Function 2: Team Support – 25%

• Provide primary and backup coverage on processes, as needed.
• Participate in team meetings by providing insight, contributions, and feedback.
• Assist with team or company-wide projects, as required.
• Create, update, and maintain written procedures in the Alerus procedure (R&R) database.
• Identify and implement process improvements that enhance the client experience and build scale.

Job Function 3:_ Professional & Personal Development - 15%_

• Maintain up-to-date knowledge of all systems & processes that pertain to the position.
• Maintain compliance knowledge of regulations, policies, and procedures.
• Actively pursue continuing education, reading, and self-development to enhance skills.
• Complete regulation, compliance, and additional training as assigned.
• Build solid working relationships with team members across the organization.

Position Requirements:
Qualifications:

• Associate’s degree or equivalent combination of education and/or related experience in the financial industry.
• Demonstrated communication and client-service skills.
• Experience with various Windows-based software programs including Excel, Word, and Outlook.
• Demonstrated ability to manage high volume, time-sensitive transactions and situations.
• Ability to travel to local post office to gather client payments.

Personal Characteristics:

• Positive client centric attitude.
• Ability to prioritize multiple tasks through effective time management and organizational skills.
• Ability to work independently and in a team-oriented environment.
• Ability to accept, support and implement continuous change.
• Self-motivated and eager to take on new challenges.
• Detail-oriented with excellent organizational skills.
• Professional appearance and attitude.
• Analytical and problem-solving abilities.
• Commitment to continued learning.

Physical Demands - Must be met with or without a reasonable accommodation:

• Extended periods of time sitting at a desk and using office equipment.
• Ability to operate a personal computer/laptop for approximately 8 hours per day.
• Extended time is spent reviewing physical and electronic documents.
• The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
• Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
• Will spend most of time in an indoor environment.
• Ability to work outside of normal business hours for testing and project work as needed.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time

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