Commercial card account manager

OpTech; Dallas (TX); On-site; USD 41,328 - 44,083; Full time

Job summary

A financial services firm in Dallas is seeking a Commercial Card Account Manager III to support their Commercial Card product. The role involves liaising with Back Office teams, analyzing transactions, and managing compliance tasks. Candidates should have a Bachelor's degree and be proficient in Excel and analytics. The position offers a contract employment opportunity with a pay rate of $30-32/hour. This role is onsite 1-5 days a week, requiring local presence at application.

Qualifications

• Minimum 2 years of experience in a relevant role.
• Proficient in Microsoft Excel and business analytics tools.
• Familiarity with database management systems, SharePoint, and reporting automation tools.

Responsibilities

• Act as the primary liaison between Back Office teams and card processing vendors.
• Analyze transaction reports to post exception payments and investigate rejected items.
• Perform daily operational tasks and execute critical control activities.
• Monitor and resolve posting exceptions through detailed report analysis.
• Maintain comprehensive documentation including work instructions.

Skills

Business Management

Finance

Accounting

Technology

Microsoft Excel

Business analytics tools

Education

Bachelor’s degree in a related field

Tools

Database management systems

SharePoint

Reporting automation tools

Job description

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OpTech provided pay range

This range is provided by OpTech. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$30.00/hr - $32.00/hr

Direct message the job poster from OpTech

THIS IS A W2 CONTRACT OPPORTUNITY (NO C2C OR THIRD PARTY APPLICANTS)

ONSITE 1-5 DAYS A WEEK BASED ON NEED THAT WEEK

MUST BE LOCAL TO THE DALLAS AREA AT TIME OF APPLICATION

RATE: $30-32HR

The Commercial Card Account Manager III plays a critical role in supporting the Commercial Card product by collaborating with Accounting, Back Office Processing, Balancing teams, and external card processing vendors. This position serves as the subject matter expert (SME) for operational workflows, posting practices, and data analytics, ensuring seamless account lifecycle management, payment processing, general ledger (GL) monitoring, and credit action updates.

Key Responsibilities

• Act as the primary liaison between Back Office teams and card processing vendors.
• Analyze transaction reports to post exception payments and investigate rejected items.
• Perform daily operational tasks and execute critical control activities to ensure accuracy and compliance.
• Monitor and resolve posting exceptions through detailed report analysis.
• Maintain comprehensive documentation including work instructions, procedures, and support materials.

Process Improvement & Project Management

• Identify and implement automation opportunities to streamline manual processes and reduce operational costs.
• Drive continuous improvement initiatives across ancillary business functions supporting the Commercial Card product.
• Collaborate with internal stakeholders and vendors in project meetings to define requirements and process flows.
• Serve as the SME for Commercial Card data, providing insights and guidance to internal teams.

Required Skills & Qualifications

• Bachelor’s degree in Business Management, Finance, Accounting, Technology, or a related field.
• Minimum 2 years of experience in a relevant role
• Proficient in Microsoft Excel and business analytics tools.
• Familiarity with database management systems, SharePoint, and reporting automation tools.

Preferred Attributes

• Strong analytical and problem-solving skills.
• Excellent communication and documentation abilities.
• Proven ability to manage cross-functional relationships and vendor interactions.
• Detail-oriented with a proactive approach to identifying and resolving issues.

This role offers a dynamic opportunity to influence operational excellence and drive innovation within the Commercial Card space. If you're passionate about data, process optimization, and collaborative problem-solving, we encourage you to apply!

OpTech is an EOE, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Seniority level

• Associate

Employment type

• Contract

Job function

• Administrative

Industries

• Banking

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