Payment Operations Associate II

MISSION

Represent through word and deed Alegeus’ commitment to clients and consumers. We value consumers’ spending accounts and the trust they place in us to support the financial integrity of our programs and processes, with the highest commitment to be accurate and complete as we fund consumers’ accounts: we will ensure the right amounts are in the right accounts at the right time and with the right reports to validate we got it all right.

RESPONSIBILITIES

• Ensure that back office, banking operation tasks including but not limited to Consumer Identification Program (CIP) & Office of Foreign Asset and Controls (OFAC), account reconciliations, transactional processing, return processing, check research and resolution processing, related to Consumer Directed Healthcare claims and Health Savings Account inquiries are executed within all parameters and guidelines as outlined by the company policies and practices. 

• Maintain daily ticket and non-ticket productivity goals as set by organization objectives, including oversight of priority client tickets as assigned.  

• Communicate effectively with internal and external constituents and respond to all submitted work requests within respective SLAs. 

• Identify, report and resolve issues at client level that pose financial risk to Alegeus

• Provide a consistent and quality work product, including identification of metrics and trends, reporting findings to upper management, and take a proactive approach to identify and eliminate potential processing issues. 

• Maintain daily operations and help to assess and align procedures and streamline workflow that impact operational process with the end result being increased efficiency. 

• Maintain an intimate knowledge of company’s general business practices, policies, and product offerings. 

• Accurately review quality and accuracy of tickets containing money movement and uploading ACH transactions as necessary.

• Perform other related duties and/or works on special projects as assigned by supervisor or manager. 

EDUCATION/EXPERIENCE 

• High school diploma required.

• 2+ years’ experience in financial services, financial operations or related fields.

• Experience working in multiple processing environments executing back-office support and communicating with clients

• Knowledge of consumer directed healthcare preferred.

• Excellent Microsoft (PowerPoint, Excel and Word) skills.

• Strong financial, analytic, research and problem-solving skills.

VALUES (the “How”) 

At Alegeus, equally important to the “What” (the individual performance goals that each employee commits to in support of the company’s overall success) is the “How” (the framework of principles that guide how we work together to drive our business forward). Overall performance success will also consider individual delivery on our corporate values: 

• People First. We pride ourselves in bringing talented people together and treating one another with care. This means we assume best intentions and trust and respect each other. We lift our colleagues up, celebrate diverse perspectives and accomplish more together.

• Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one. We take this connection to heart—it’s the spark that drives collaboration across teams and inspires us to continuously raise the bar with the products and services we deliver.

• Always Advancing. We are driven by potential and relentlessly determined to achieve our goals. We thrive on the opportunity to get better every day and the thrill presented by new challenges. Our competitive edge lies in the clarity of our vision, confidence in the future and tenacity to deliver.

The above cited duties and responsibilities describe the general nature and level of work performed by an incumbent assigned to the job.  They are not intended to be an exhaustive list of all the duties and responsibilities that a candidate may be expected or asked to perform.

#LI-JL1

#LI-Hybrid

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

At Alegeus, being transparent about our compensation philosophy and approach is more than just a legal requirement. As our organization continues to grow and evolve, we have made a commitment to ensure that our compensation framework is equitable, data-driven, consistent, and unbiased, with allowable pay differences based on factors unique to each candidate (think: skills, experience, qualifications, etc.) in order to attract and retain a highly talented and committed workforce.

We are taking an “inside-out” approach to pay transparency by first educating our valued managers and internal workforce and then moving to publishing compensation ranges externally.  In the interim, if you are a California, Colorado, Connecticut, Maryland, Nevada, New Jersey, New York, Ohio or Washington resident and this role is physically available in your state or classified as remote, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email identifying the title of the role you are interested in and the state you reside in to [email protected].