Account ManagementAnswer incoming callsData Entry for Invoices, Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices.Reconciles processed work by verifying entries and comparing system reports to balances. Research balances.Ensuring payment is received for outstanding credits; generally responding to all vendor enquiries regarding finance.Continuously improving the payment process

Answer incoming callsData Entry for Invoices, Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices.Reconciles processed work by verifying entries and comparing system reports to balances. Research balances.Charges expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries.Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding finance.Continuously improving the payment process

Performs Data Entry;Account Management;Outbound Collection calls; Inbound Customer Service;Provide technical support assistance on both calls, use and monitor live chats.

Financial Management Specialist Job Description: To Manage workflow to ensure all payroll transactions are processed accurately and timely for CDS and IHAS DIRECT payroll using ACCUFUND system. Perform all activities necessary to process 1, 5, 10 or more payrolls including maintaining related records, filing tax reports, preparing accounting transactions and documents, and preparing reports for management.  Responsibilities and Job Duties:-Assist co-workers with researching any issues that be causing payroll issues.(Employment verification, Family Exemptions FICA & Medicare refunds, ACH credits once return code is received from Banking Institution in order to replace or reexport for deposit next business day. Replacement check verification. Extensive data entry.)-Copy, file, email, and fax according to HIPPA'S rules and regulations.-Answer incoming calls from clients, employers, caseworkers, and co-workers regarding customer service, payroll issues or updates.-Schedule and conduct meetings with clients, employers, and their employees to assist with providing payroll requirements. -Responsible for the preparation and processing of biweekly payroll for over 3000 employees   -Review and ensure accuracy of approved bonus' and overtime claims; Respond to any errors in payroll by reviewing past records and making any wage corrections or adjustments when necessary.-Responsible for the coordination between payroll, budget, and intake and other departments to ensure proper flow and maintenance of employee data.-Maintain employee records; ensure that employee changes are entered correctly and made on a timely basis; review changes for proper authorization and adherence to policy and procedure including compliance with federal/state/local regulations.-Prepare month-end journals and reporting integrating to the financial system. -Understand proper taxation of employer-paid benefits. Run Tax Liability Report for Federal Taxes to be paid via wire transfer.

Make sure that all required paperwork for the client and their employees' is filled out properly and signed where necessary.Schedule and Conduct meetings with clients / employers and their employees to assist with completing paperwork.Contact client via letter, phone, fax or email to acquire missing information from new hire employee packet.Follow-up on pending enrollments.Set up all clients and their employees in our enrollment program which involves extensive data entry.Send communications / emails to various departments regarding client or employee updates about their enrollment issues.Assist co-workers with researching any enrollment issues that may be causing payroll issuesScanning necessary forms into our system for documentation or attaching to enrollment program.Copy, file, email and fax according to HIPPA'S rules and regulationsAnswer a high volume phone calls from clients, employers, caseworkers, and coworkers regarding customer service, intake issues or updates.Assist with training

1.  Answer Chats, Emails, and Phone inquiries regarding:Price & Availability {Quotes}Order StatusSpecial Orders- Research books not typically in stock 2. Assist in-store customers with making purchases either through suggestions or check out3. Resolve customer service or shipping issues byDetermining the cause of the problem and making the necessary corrections. Following up to ensure resolutionCreating return labelsIssuing refundsFiling claims with USPS, UPS, Fedex, DHL ect4. Generate additional sales with added suggestions for current or future sales. 5. Connect with vendors/publishers to get updated information on publications 6. Stock  and organize inventory daily.

Acts as a Customer Advocate - Takes an active role in educating customers on other banking options as well as sales and service - Enable a customer’s needs and goals by identify and referring sales and service opportunities to Relationship Bankers - Express a genuine greeting to every customer in the lobby, drive through and on the phone; demonstrate warmth, friendliness and give your undivided attention to the customer in every interaction - Processes transactions within established policy and procedures to ensure operational excellence.

Promptly answered incoming callsReviewed contracts and conducted technical supportProvided copies and administered fax

Assisted METROLIFT callers who call any of three METROLIFT call centers.Routing and Scheduling –schedule one day in advance tripsCustomer –Responsible for distributing information to callers and addressing any comments or concerns they may have. Promptly answered supervisor calls.Dispatch –Concerned with helping riders get transported in a safe, reliable manner on the day of service. Managed and maintained 20+ bus drivers and their schedules.