Document Management Financial Processor

The Document Management Financial Processor works within Protective's Corporate Mailroom. They are responsible for processing remote bank deposits, creating accurate journal entries, and maintaining various financial records related to customer payments. This is a production-based role with time service goals and set minimum production standards.

Process transactions as defined by the manager to assist in meeting overall team productivity goals.

Handle high profile, complex transactions as well as routine, daily transactions.

Support various levels of the management team and participate in management activities and decision making.

Report issues and trends to managers.

Maintain accurate financial records and create journal entries.

Process remote bank deposits and ensure timely and accurate financial processing.

Demonstrable Excel knowledge: ability to navigate and utilize existing interfaces.

Professional maturity and ability to reliably work in the office from 8am-4:30pm.

Attention to detail and high level of accuracy.

Exposure to or experience in financial systems such as Gemini, NextGen, LifeComm, SAP, Journal Vouchers, and remote deposit processes preferred.

Ability to research and resolve complex and sensitive customer requests.

Strong organizational and time management skills.

High School Diploma or equivalent

2-5 years of Financial processing experience (such as Accounts Payable, Accounts Receivable, Accounting).

Ability to quickly learn and adapt to new financial systems and processes.

Proficiency in 10-key and typing.

Expertise in Microsoft Office products, especially Excel and Outlook.

The ability to lift up to 30 pounds.

Work in the Birmingham office 5 days a week.