Bank Reconciliation Specialist

Job Description

Bank Reconciliation Specialist | Jobgether

The Tone:
This is a full-time role at Jobgether, supporting a partner company, located remotely in the United States. This partner company supports financial operations critical for healthcare providers, ensuring accurate and timely payment processing. This role is vital for maintaining financial integrity, supporting efficient revenue cycle operations, and delivering high-quality service to healthcare providers nationwide. Your work will directly contribute to accurate financial reporting and smooth operations within a structured, deadline-driven environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote – United States

• Team: Supports payment posting and other operational teams, reporting to a supervisor.
• Mission: Ensures client deposits and banking activity are properly reconciled to support accurate financial reporting and efficient revenue cycle operations.
• Tech Stack: Microsoft Outlook, Word, Excel (including pivot tables), database applications, bank portals, document management system, reporting dashboards, 10-key proficiency.

What You’ll Actually Do
• Prepare: Prepare monthly bank reconciliations for assigned client accounts and maintain accurate reconciliation records.
• Manage: Access bank portals daily to download statements and remittance files, applying standardized naming conventions and uploading to document systems.
• Track: Enter daily deposit totals into reporting dashboards and record prior-day deposits on monthly client reconciliation logs.
• Resolve: Investigate reconciliation discrepancies and posting variances, coordinating corrective action with relevant stakeholders to ensure timely resolution.
• Monitor: Monitor daily ERA activity and remittance files to confirm electronic remittances are posting automatically and escalate missing items as needed.

The Must-Haves
• Background: High school diploma or GED required, with a strong understanding of basic mathematics, numerical accuracy, and reconciliation principles.
• Experience: At least 1 year of experience reconciling bank account deposits.
• Skills: Strong proficiency with Microsoft Outlook, Word, and Excel, including pivot tables; strong organizational and time-management skills; excellent written, verbal, and interpersonal communication skills; strong attention to detail.
• Bonus: Experience with healthcare payment processing or revenue cycle operations; knowledge of payer or payor portals.