Processing Specialist

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.

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

• 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.

• 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.

• 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 9:30AM to 6PM. This is a remote position.