Discrepancy Associate

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:

Discrepancy AssociateFLSA Status:
Non-Exempt Department:
Treasury

Reports to:

Treasury Manager Who are we? What do we do? Company Overview:

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

Tell me more about this role, what would I be doing?

Summary:

The Discrepancy Associate is responsible for researching and resolving all open discrepancies.

Essential Duties and Functions: include the following. Other duties may be assigned.

Research and resolution of bank reconciliation discrepancies

Contact carriers and/or agents for current payment status

Reissue of premium as needed

Refund of premium as needed

Issue rush payments via check or credit card Update system and bank reconciliations with notes related to reissue or refund

Calling and resolving outstanding checks

Research and collect outstanding discrepancies

Respond to requests about check status

Issue stop payments as needed

Effectively communicate with carriers, agents, clients and borrowers

Effectively communicate with various departments and leaders

Assist with special projects as needed and acting as a backup within the department

Competencies:

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:

High School Diploma/ GEDMust have excellent attendance and no prior disciplinary action(s)
Ability to work holidays and overtime as required

Must be proficient with MS Office Must be proficient with MS Excel formulas and macros

Preferred

Associate’s or Bachelor’s degree in a business or financial related discipline1 – 3 years experience in…