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About the Role
The Senior Cash Management Specialist will perform in a senior-level role, supporting hiring manager(s), clients, customers, vendors, and other internal contacts. This role is key in helping the company achieve desired financial outcomes defined by client objectives by supporting functions including bankruptcy, repossessions, and insurance for defi’s auto clients.
Responsibilities
- Act as a backup for managerial duties, including performance management, direction, and serving as a subject matter expert.
- Provide clients with necessary backup documentation based on client parameters and state-specific requirements.
- Meet daily and month-end deadlines as set by client expectations.
- Provide direction to others to meet or exceed client standards.
- Resolve complex accounts through research and delegation.
- Assist fellow collection team members with assigned functions.
- Process cardholder transactions, including mail processing, posting mail payments, processing balance transfers, and other accounting entries.
- Complete accounts, general ledger payments, and transactional research.
- Maintain the database and Excel spreadsheets in accordance with quality adherence.
- Perform individual operator balancing for all daily processing, researching and resolving out-of-balance conditions independently.
- Receive and post phone payments for the client.
- Assist clients and internal associates with problematic accounts using internal problem logs or existing queues.
- Assist fellow team members with all other functions assigned by management.
Requirements
- Minimum of 1-3 years of experience in an accounting or financial balancing function.
- Minimum of one (1) year of team lead, supervisory/management, or related experience.
- Intermediate Excel knowledge.
Skills
- Excel
Location
- Remote
Work Type
- Full-time
Experience Level
- Senior-level
- 1-3 years accounting or financial balancing experience
- 1 year team lead, supervisory/management, or related experience
Education Level
- Associate's or bachelor’s degree (preferred)
- Automotive financial services experience (preferred)
Benefits
- Paid Training
- Up to four weeks of PTO (Paid Time Off) allotted per year
- Tuition Reimbursement
- Day One - Comprehensive Benefits Package
- Opportunities for internal promotion
About the Company
- defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing, and managed servicing solutions.
- Customers include the highest volume captive auto lenders, banks, credit unions, and finance companies in North America.
- Has more than three decades of experience helping lenders reduce time-to-market, streamline operations, and customer lending processes with proven, scalable performance.
Equal Opportunity
- defi SOLUTIONS is an Equal Opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.