Hybrid Settlements Specialist

Forth; Schaumburg (IL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401K

Medical insurance

Dental insurance

Vision insurance

Paid time off

Holidays

Flexible work arrangements

Professional development opportunities

Job summary

FORTH seeks a Settlements Agent to execute time-sensitive settlement processing, ACH/NACHA file uploads, and daily close operations in a fast-paced environment. You will handle settlement advances, balance verification, and client account maintenance while collaborating with Operations and IT to resolve inquiries.

Join a team focused on accuracy, security, and proactive problem-solving. In-office role requiring three days on-site, with a comprehensive benefits package and growth opportunities

Qualifications

• High School Diploma or GED required; Associate degree or higher preferred.
• 1–3 years of professional experience in a back-office environment.
• Strong organizational, analytical, and problem-solving skills.
• High degree of professionalism, integrity, and discretion.
• Collaborative mindset with ability to work cross-functionally.
• Strong attention to detail and accountability for results.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Execute daily time-sensitive payment processing including ACH/NACHA file uploads and settlement distributions.
• Manage daily close operations and ensure all transactional batches are balanced and finalized.
• Process and monitor settlement advances, verify eligibility and reconcile balances.
• Manage and resolve Zendesk tickets in a timely manner.
• Perform daily account reconciliations to correct discrepancies.
• Provide operational oversight for settlement schedules and deadlines.
• Collaborate with IT and Operations to troubleshoot system/file transmission issues.
• Review client account maintenance, scheduled transactions, and audit files.
• Support daily reconciliation of transactions and investigate discrepancies.
• Identify issues impacting client experience and drive resolutions.
• Ensure clear, accurate, and compliant client communications.
• Partner with teams to improve processes and tools.
• Document best practices to streamline workflows.
• Provide feedback from customer interactions to management decisions.
• Participate in team meetings on updates and priorities.
• Assist with special research, reporting, and projects.
• Conduct daily duties in line with FORTH’s Information Security Policies.
• Maintain confidentiality, integrity, and privacy of processing information assets.

Skills

Organizational skills

Analytical skills

Problem-solving

Discretion

Cross-functional collaboration

Attention to detail

Multi-tasking

Education

High School Diploma or GED

Associate degree or higher preferred

Tools

Salesforce

ClickUp

Pipedrive

Job description

FORTH seeks a Settlements Agent to execute time-sensitive settlement processing, ACH/NACHA file uploads, and daily close operations in a fast-paced environment. You will handle settlement advances, balance verification, and client account maintenance while collaborating with Operations and IT to resolve inquiries.

Join a team focused on accuracy, security, and proactive problem-solving. In-office role requiring three days on-site, with a comprehensive benefits package and growth opportunities