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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in payment processing, transaction management, and risk control, with a strong focus on operational execution and process improvement. Capable of resolving complex client issues and providing guidance to team members while ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Payment ProcessingRisk ManagementTransaction ProcessingClient Issue ResolutionProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction Processing RequirementsAnalytics and ReportingOperational Problem SolvingWorkflow MonitoringDisbursement Verification
Soft Skills
Team CollaborationClient SupportProblem SolvingCommunication
Certifications & Qualifications
Applicable Local/Regional Licenses
Industry Keywords
Brokerage ProcessingMoney Movement ActivityFed Funds WiresACH TransactionsJournal Entries
About the role
Key responsibilities & impact- Review day-to-day money movement activity, including Fed funds wires, check disbursements, ACH transactions, and journal entries
- Verify payment and disbursement instructions for completeness, accuracy, authorization, and alignment with requirements and procedures
- Identify discrepancies and escalate potential issues to help prevent processing errors, fraud, or unauthorized activity
- Monitor workflows and resolve money movement exceptions
- Manage moderate to complex external client issues involving payment processing, disbursements, and transaction inquiries
- Meet with business partners and support teams to resolve problems within expected timeframes
- Provide analytics and reporting services supporting process improvement and automation
- Participate in product development, enhancements, and system testing
- Solve complex operational problems and deliver solutions for internal and external clients
- Provide guidance and support to lower-level client processing roles
- Allocate and review other team members’ work as needed
- Contribute to team objectives through operational execution, risk awareness, and continuous process improvement
Requirements
What you’ll need- Bachelor’s degree or the equivalent combination of education and experience is required
- 5-7 years of total work experience is preferred
- Experience in brokerage processing is preferred
- Applicable local/regional licenses or certifications as required by the business
- Knowledge of system workflows, transaction processing requirements, and downstream impacts
- Strong risk management and control awareness
Benefits
Comp & perks- Competitive compensation
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- 401(k) plan
- Paid vacation time
- Paid sick time
- Paid volunteer time
- Wellbeing programs
- Flexible global resources and tools
- Annual discretionary incentive award eligibility
