Treasury Associate

Job Title: Treasury Associate

Work Location: Daytona Beach FL

Job Type: C2C/Fulltime/W2

Job Details:

Built on meritocracy our unique company culture rewards selfstarters and those who are committed to doing what is best for our customers.
Job Title: Treasury Associate
FLSA Status: NonExempt
Department: Disbursements and Reconciliations
Reports to: Manager of Disbursements and Reconciliations
Location: Proctor 166
Who are we What do we do Company Overview:
Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies Proctor Loan Protector operates as an extension of our clients where partnership meets innovation.
Whats the culture like at Proctor Loan Protector
At Proctor Loan Protector we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand this allows us to offer career paths and opportunities. We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment
What can I expect from working at Proctor Loan Protector
Fun work environment with a variety of work
Being part of a team
Career growth
Ability to highlight your skills
Feel valued
Great benefits pay and culture
Tell me more about this role what would I be doing
Summary:
Under the direction of Treasury leadership the Treasury Associate is responsible for performing daily treasury cash and accounting functions to support the business and our clients needs. These tasks will be handled with accuracy and urgency while maintaining necessary segregation of duties.
Essential Duties and Functions: include the following. Other duties may be assigned.
Perform deposits into appropriate accounts using remote scanners.
Setup or approve ACH refunds and payments
Positive Pay uploads or exceptions
Sort and prepare incoming checks for deposit
Monthly invoicing of clients and posting incoming payments
Reconcile and distribute returned and refund checks
Respond to emails from multiple group email boxes
Print disbursements from various systems
Pull rush payments and place in overnight envelopes
Report key metrics of tasks performed
Month end closing and reporting
Reconcile multiple fiduciary bank accounts
Assist other team members as needed and backup various functions.
Additional duties include but are not limited to; special projects as needed and acting as a backup within the department while maintaining the appropriate separation of duties.
The Treasury Associate will perform all duties in accordance with the companys policies and procedures all US state and federal laws and regulations wherein the company operates.
Competencies:
Planning/organizingthe individual prioritizes and plans work activities and uses time efficiently.
Interpersonal skillsthe individual maintains confidentiality remains open to others ideas and exhibits willingness to try new things.
Oral communicationthe individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
Written communicationthe individual edits work for spelling and grammar presents numerical data effectively and is able to read and interpret written information.
Problem solvingthe individual identifies and resolves problems in a timely manner gathers and analyzes information skillfully and maintains confidentiality.
Quality controlthe individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
Adaptabilitythe individual adapts to changes in the work environment manages competing demands and is able to deal with frequent change delays or unexpected events.
Safety and securitythe individual observes safety and security procedures and uses equipment and materials properly.
Qualifications:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required
High School Diploma/GED
Must have excellent attendance and no prior disciplinary action(s)
Must be able to work holidays and overtime as required
Must be proficient in MS Office 2016 and higher
Preferred
Associates or Bachelors degree in a business or financial related discipline
1 3 years experience in accounting and/or insurance
Physical Requirements Necessary on a Regular Basis:
1. Repetitive motion. Manual dexterity arm and upper body range of motion sufficient for use of a keyboard mouse and telephone 78 hours per day
2. Speech and hearing sufficient for inperson and telephone communication 78 hours per day
3. Vision sufficient for use of a computer monitor
4. Sedentary position. Ability to sit at a desk 78 hours per day
5. Worker not substantially exposed to adverse environmental conditions
Pay Ranges:
Any posted pay range considers a wide range of compensation factors including skills experience work location and more. We offer competitive pay while still allowing for compensation growth within the position and company.
EEO Statement:
Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race color ethnicity religion sex national origin gender identification or sexual orientation disability protected veteran status or any other classification protected under law.
Teammate Benefits & Total WellBeing
We go beyond standard benefits focusing on the total wellbeing of our teammates including:
Health Benefits: Medical/Rx Dental Vision Life Insurance Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off Holidays Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power to Be Yourself
We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds with a variety of experiences and perspectives guided by our Diversity Inclusion & Belonging (DIB) motto The Power to Be Yourself.