Processing Specialist

Kalamata Capital Group, LLC.; New York (NY); Remote; USD 45,000 - 60,000; Full time

Job summary

A financial services firm is seeking a motivated Processing Specialist to join their remote team. This role involves reviewing and analyzing business bank statements, inputting data into internal systems, and ensuring accuracy in a time-sensitive environment. The ideal candidate is detail-oriented, organized, and able to work independently while contributing to a collaborative team dynamic.

Benefits

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Qualifications

• Prior experience reviewing and analyzing bank statements or financial documents.
• Previous experience working in a remote or distributed team environment.
• Ability to type 60 WPM.

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.

Skills

Detail-oriented

Strong organizational skills

Time management

Ability to work independently

Curious and adaptable

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

Details

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

This is a remote position.