Payment Processor

Reporting to the Manager – Payment Processing, the Payment Processor will work within the Accounting Team to document payments made by the firm and resolve any payment discrepancies that may arise.

Essential Duties and Responsibilities:

· Reviews and reconciles daily payments received by the firm.

· Generates, reviews, and completes daily payment postings.

· Prepare and process daily deposits and/or trust transfers

· Researches and corrects account discrepancies.

· Investigates and resolves misapplied payments.

· Participates in other activities or projects as assigned, such as refund research, check preparation, posting reversals, maintaining team logs, etc.

Required Skills/Abilities:

· Must be proficient in Microsoft Excel.

· Must have the ability to optimize work processes in a fast-paced environment, have strong analytical and interpersonal skills, and have the ability to collaborate.

Education and Experience:

· Must have a minimum of an Associate’s Degree in either Accounting or Finance.

· Two or more years of related experience.

Physical Requirements:

· Prolonged periods of sitting at a desk and working on a computer.

· Frequently required to talk or hear, and use hand to type, handle, or touch objects.

· Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders.

· Must be able to occasionally lift up to 25 pounds at times.

· Must be able to access and navigate each department at the organization’s facilities.

Work Environment:

This is an office-based position in our Brookfield, WI office, Monday through Friday.

Schedule:

Monday to Friday, 8 am to 5 pm