Lead Financial Processor- Document Management

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.

The Lead Financial Processor works within Protective's Corporate Mailroom. They are responsible for providing process knowledge to individuals within and outside the team.

This role serves as the subject matter expert for team members and is accountable for serving as an escalation point for the Document Management Financial Team. The individual in this position is required to support multiple teams with complex work, specialized processing, and research. This role is expected to process work unless needed in the Lead capacity.

Process work includes processing remote bank deposits, creating accurate journal entries, and maintaining various financial records related to customer payments. This is a production-based role with time service goals and set minimum production standards. The Lead Specialist represents Document Management and Corporate Mail as the (SME) subject matter expert for the Document Management Financial Team.

Primary Job Responsibilities:

Applies deep process knowledge to answer daily questions from team members. Understands all work unit processes and systems at an expert level.

Has a thorough understanding of workflow and the connection with other service teams. Answers questions daily from team members to facilitate the workflow and processing of transactions. Can quickly develop or have a deep institutional knowledge and can apply that knowledge in reviewing and anticipating workflow and customer impact.

Applies process and institutional knowledge in interactions with other departments and outside entities. Conducts research, investigates complaints, and handles escalated issues. Research complex issues that arise out of the course of business.

Applies process and institutional knowledge to investigate complaints. Handles escalated issues within the work unit. Brings issues for management review as necessary.

Identifies trends and patterns. Provides process improvement recommendations to managers. Uses rigorous logic and methods to develop effective solutions to ongoing issues.

Participates on project teams and works as the department subject matter expert in interfacing with other areas or units. Is a contributor to various project teams to assist in the evaluation of workflow and determine the impact to workflow of proposed changes. Participates in the work required to implement changes to workflow including systems, acquisitions, and products.

Interfaces routinely with the business support team. Processes transactions as defined by the manager of the work area to assist in meeting overall team productivity goals. Processing may include high profile, complex transactions as well as routine, daily transactions.

Supports various levels of the management team. Meets routinely and proactively with managers and training. Is supportive and connected to management activities and decision making. Reports issues and/or trends to the managers and supervises team members.

Requirements:

5+ Years of experience in Operational Accounting, Banking, or Bookkeeping.2+ Years of experience in leadership or supervisory roles.Conceptual understanding of business issues and their effects on the financial statements.Experience making remote deposits.Attention to detail and high level of accuracy.Expertise in Microsoft Office products, especially Excel and Outlook.Excellent verbal and written communication skills.Broad knowledge of policies, procedures, regulations, standards, and current technologies.Excellent problem-solving skills.Ability to lift up to 30 pounds

High School Diploma or Equivalent

Systems Utilized (knowledge or prior experience preferred):

NextgenGeminiMAXWarranty AdminLifeCommCash Deposit SystemCAPTIVAKOFAX

This position is an in office position, with no opportunities for remote or hybrid work.

Employee Benefits:

We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance.

We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.

Diversity and Inclusion:

At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.

We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace unique skills and abilities. Our aim is to create an equitable and accountable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.