Loss Draft Check Specialist

Proctor Financial, Inc.; Solon (OH); On-site; USD 19,000 - 27,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Tuition Reimbursement

Paid Time Off

Job summary

Proctor Financial, Inc. in Solon, OH is seeking a Loss Draft Check Specialist I to secure incoming loss draft checks and manage deposits and ACH payments for the Loss Drafts team.

This non-exempt role reports to the Loss Draft Team Lead/Manager and requires strong organization, data entry accuracy, and proficiency with MS Office; there are comprehensive benefits and a supportive work culture.

Qualifications

• Ability to perform essential duties satisfactorily; accommodations may be made for qualified individuals.
• Excellent verbal and written communication skills; maintain confidentiality.
• Proficient with MS Office; capable of data entry and attention to detail.

Responsibilities

• Print Deposit and Stamp and Go/Special Instruction Reports.
• Pulls checks based on Deposit.
• Complete the deposit process to hand off to Treasury.
• Pull Stamp and Go/Special Instruction Checks.
• Complete S&G/SI process for hand off to Mail Team.
• Perform other clerical duties as requested by supervisor.

Skills

Strong organizational skills

Prioritize workflow

MS Office proficient

Team player

Attention to detail

Verbal and written communication

Data entry

Confidentiality

Education

High School Diploma

Tools

Word

Excel

Access

MS Office

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Title: Loss Draft Check Specialist I

FLSA Status: Non-Exempt

Department: Loss Drafts

Reports to: Loss Draft Team Lead/Manager

Location: Proctor – 166

Who are we? What do we do?

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.

What’s 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

Summary:

The Loss Draft Check Specialist I is responsible for securing all incoming loss draft checks and handling them as instructed by the loss draft team. This position will also handle a variety of deposits and ACH payments.

Essential Duties and Functions:

• Print Deposit and Stamp and Go/Special Instruction Reports
• Pulls checks based on Deposit
• Complete the deposit process to hand off to Treasury
• Pull Stamp and Go/Special Instruction Checks
• Complete S&G/SI process for hand off to Mail Team.
• Perform other clerical duties when supervisor requests

Competencies:

• Check Mailing Process
• Incoming Check Duties performed by Check Mailing Associate.
• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the 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 security—the 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

• Strong organizational skills
• Ability to prioritize workflow and work in a fast-paced environment
• Proficient in Windows based environment – specifically Word, Excel, and Access
• Works well in a team environment
• Attention to detail.
• Excellent verbal and written communication skills
• Perform various data entry functions as needed.
• Perform additional duties as requested by supervisors.
• Attendance/Quality/Production must meet or exceed PFI standards.
• Minimum education required.
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality.

Preferred

• High School Diploma

Physical Requirements Necessary on a Regular Basis:

Manual dexterity, arm, and upper body range of motion sufficient for processing outbound mail. Vision sufficient for use of a computer monitor. Ability to sit at a desk 7-8 hours per day. Sedentary position Repetitive motion Ability to bend/ lift/transport/retrieve items between areas in the building weighing up to approximately 10-15 pounds independently. Ability to stand, bend, and reach for limited periods of time for filing, retrieving, and organizing office area. Worker not substantially exposed to adverse environmental conditions.

Pay Range

16.75 - 16.75 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being 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

As an Equal Opportunity Employer, we are 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".