Processing Specialist

Kalamata Capital Group; New York (NY); Remote; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a motivated Processing Specialist to join their team remotely. This role involves reviewing financial data from business bank statements and inputting it accurately into internal systems. Candidates should have strong attention to detail and experience with financial documents. The position requires working independent of location, adhering to EST hours, with an emphasis on quality and efficiency.

Benefits

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Qualifications

• Highly reliable and accountable within a time-sensitive workflow.
• Detail-oriented with strong organizational and time management skills.
• Able to work independently in a remote environment.

Responsibilities

• Review and analyze financial data from business bank statements.
• Input accurate data into internal systems according to protocols.
• Collaborate with team members to improve workflow.

Skills

Attention to detail

Organizational skills

Time management

Adaptability

Tools

Excel

Job description

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

About the Role

We are seeking a motivated and detail-oriented Processing Specialist to join our dynamic internal processing team. This individual will play a critical role in reviewing financial data—primarily through the analysis of business bank statements—and accurately inputting it into our internal systems. The efficiency and accuracy of this process are essential to the success of our operations, and we’re looking for someone who takes pride in producing consistent, high-quality work.

Key Responsibilities

• Review and analyze financial data from business bank statements and financial documents.
• Input accurate and timely data into internal systems in accordance with company protocols.
• Collaborate with team members to ensure smooth workflows and identify process improvements.
• Manage individual workload effectively, prioritizing tasks to meet team deadlines.
• Maintain a high level of attention to detail to ensure data integrity and minimize errors.
• Uphold standards of punctuality, communication, and responsibility as part of a collaborative remote team.

Who You Are

• Highly reliable and accountable; understands the importance of their role within a time-sensitive workflow.
• Detail-oriented with strong organizational and time management skills.
• Able to work independently in a remote environment while also contributing to a distributed team.
• Curious and adaptable—willing to learn, take feedback, and grow within a fast-paced environment.

Preferred Qualifications

• Prior experience reviewing and analyzing bank statements or financial documents.
• Previous experience working in a remote or distributed team environment.
• Familiarity with data entry, Excel and the ability to type 60 WPM

Can live in any state, but hours are EST 9:30 AM to 6:00 PM.

This is a remote position.