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Trust Operations Specialist I- Collections

Company: Ultimate Software
Location: Santa Ana
Posted on: March 19, 2020

Job Description:

The Trust Operations Specialist I is responsible for a variety of operational tasks within the Select Services organization. The Specialist takes accountability for the process / function from beginning to end. The utilization of multiple company-based systems to record, edit and resolve issues is a standard in the processing, collecting and servicing of all department specific products. The Specialist will also be responsible for remediating and documenting department specific products.

Here at Ultimate Software, we truly put our people first. We strongly believe in teamwork, and we encourage and trust our people to reach higher, learn more, and live up to their potential. Ultimate is ranked #1 on Fortune's Best Places to Work in Technology for 2019 and #2 on the 100 Best Companies to Work For list in 2020. Ultimate is also ranked #2 on Fortunes 75 Best Workplaces for Women and #9 on its Best Workplaces for Diversity list. Learn more about US here:

Primary / Essential Duties and Key Responsibilities:

  • Processes all cash debit collections and credits in a timely and accurate manner
  • Collects customer funds in accordance with payment due dates
  • Posts incoming wire transactions
  • Partners with Trust Support for any funding matters
  • Identifies and collects outstanding account receivables
  • Documents and reports daily collections activity
  • Performs a variety of operational tasks from moderate to complex processes and functions
  • Works under the guidance of a Senior Specialist, Team Lead and Management to complete department requests within a timely fashion
  • Conduct request / case intake, research case information, determine terms / status and resolve case appropriately
  • Adhere to department guidelines and audit controls to ensure SLA is being met
  • Special project(s) as directed by managementRequired Qualification / Competency:

    • Business experience: 2 yrs. of work experience or education equivalent
    • Computer Skills: Proficient Microsoft Office skills
    • Flexibility: Ability to work independently or in a team environment while prioritizing work and meeting department assigned goals
    • Planning & Organizing: Ability to navigate multiple applications and computer systemsDesired Qualifications:

      • 1+ years of Tax / Payroll / Accounting / Banking or Customer Service experience
      • Experience working with payroll tax filing systems
      • Strong analytical skills
      • A.A / A.S Degree / Business related certifications or equivalent work experienceInterpersonal Skills:

        • Highly motivated and team oriented
        • Strong communication skills
        • Excellent customer service skills
        • Excels in a fast paced and evolving environmentTravel Requirements:

          • Up to 10%This job description has been written to provide an accurate reflection of the current job and to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities, and qualifications required of the employees assigned to the job. Management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

            Ultimate Software will reasonably accommodate employees with disabilities as defined by the Rehabilitation Act of 1973, the Americans with Disabilities Act (ADA) and other appropriate statutes. If you are an applicant and need a reasonable accommodation when applying for job opportunities within the Company or request a reasonable accommodation to utilize the Companys online employment application, please contact

Keywords: Ultimate Software, Santa Ana , Trust Operations Specialist I- Collections, Accounting, Auditing , Santa Ana, California

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