Financial Data & Tax Reporting Operations Specialist

Bank of America; Jacksonville (TX); On-site; USD 34,000 - 39,000; Full time

Job summary

Bank of America is seeking a Financial Operations Specialist to support consumer credit disputes, tax reporting and data validation. The role involves data entry, research, and ensuring timely processing under established procedures.

Responsibilities include handling routine requests, reconciling data, and maintaining accuracy while meeting SLAs and KPIs. Overtime is possible during tax season and the position offers competitive benefits.

Qualifications

• Proficient PC skills including Microsoft Office and Excel.
• Demonstrate ability to navigate multiple systems.
• Excellent organization and prioritization to meet deadlines and KPIs.
• Proven ownership and accuracy in work.

Responsibilities

• Performs standard activities supporting credit disputes, escalations and tax reporting.
• Performs basic research and resolution of routine financial data requests.
• Reviews documents to identify and resolve issues.
• Validates financial data and reports against system of record.
• Identifies issues and escalates risk as appropriate.
• Provides quality service to internal partners and external clients.

Skills

Microsoft Office

Excel

System navigation

Organization

Communication

Attention to Detail

Problem Solving

Time Management

Customer Service

Education

College Degree Preferred

Job description

Bank of America is seeking a Financial Operations Specialist to support consumer credit disputes, tax reporting and data validation. The role involves data entry, research, and ensuring timely processing under established procedures.

Responsibilities include handling routine requests, reconciling data, and maintaining accuracy while meeting SLAs and KPIs. Overtime is possible during tax season and the position offers competitive benefits.