Senior Reconciliations & Monitoring Specialist

Senior Reconciliations And Monitoring Specialist

The Senior Reconciliations And Monitoring Specialist is responsible for daily and monthly reconciliation and approval of general ledger and settlement accounts, manages dormant accounts for compliance with unclaimed property laws, and supports the retention and reactivation of client accounts. Additionally, the role involves handling IRS B Notice processes, managing state and federal withholding payments for IRA withdrawal while mentoring teammates, and overseeing peer work.

Key Responsibilities and Duties :

• Communicates and corresponds with account owners regarding questions regarding unclaimed property laws and regulations, while ensuring compliance with said laws and regulations.
• Processes state and federal withholding and backup withholding payments in compliance with IRS and state regulations.
• Reconciles general ledgers and internal accounts to ensure accuracy of all financial records and identifies and resolves discrepancies.
• Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary.
• Approves general ledger reconciliations for the team.
• Mentors and trains associates, leveraging subject matter expertise to provide effective coaching and guidance.
• Assists management with overseeing the day-to-day operations, including workflow assignments, daily report review, and performing quality oversight of completed tasks.
• Acts as subject matter expert on related transformational and operational initiatives; responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.
• Assists management in implementing process improvements and driving operational excellence.

Minimum Qualifications :

Preferred Qualifications :

Role Specific Work Experience :

Educational Requirements :

Physical Requirements :

Career Level : 4IC

Pay Range : $25 - $30

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination, and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment, and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.