Credit Card Payments Analyst

SeedTrustSan Jose, CA

About The Position

The Credit Card Payments Analyst will support the financial process of surrogacy through escrow as a subject matter expert in our credit card program. This role is responsible for communication amongst various teams and provides support to ensure financial accuracy and transparency tied to our credit card program. Success in this role relies on your ability to problem-solve and multitask as well as a meticulous attention to detail.

Requirements

  • Comfortable navigating between teams.
  • A critical thinker and experienced problem solver.
  • Take pride in your work and your attention to detail.
  • Experience with data entry.
  • Have excellent time-management skills.
  • Self-motivated and enjoy working independently as well as collaboratively in a team setting.

Responsibilities

  • Verify that every credit card charge matches an approved disbursement within a given case ledger
  • Work to resolve unreconciled credit card charges and approved disbursement where no charge has occurred.
  • Liaise with the legal team when the amount charged to the credit card does not match the invoice or the approved disbursement request maintained in the case ledger.
  • Resolve differences between the amount of credit card charges and related paid disbursements, which are identified in bi-weekly audits performed by the Accounting Team
  • Act in support of the Credit Card Payments Lead.
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