Transaction Processing Specialist
Transaction Processing Specialist
Santa Barbara, CA
Are you a motivated team player with excellent customer service skills? Join Yardi’s Cash Operations Team as a Transaction Processing Specialist! In this role, you will monitor bank account setups for accuracy, handle bank transfers, and resolve payment issues by collaborating with clients and banks. You’ll update account data, respond to customer inquiries, and provide status updates on electronic payments. If you're proactive, detail-oriented, and eager to tackle challenges, this is a great opportunity to grow your skills in a dynamic team environment.
What You’ll Do:
· Monitor bank account set ups for accuracy and work with banks and clients to resolve issues
· Monitors bank transfers and payments and identify and research issues
· Update new account data and payment data as needed to resolve exceptions in the processing system
· Use your strong customer service skills to respond to customer inquiries and provides status updates on electronic payments via the customer’s preferred method of communication
· Be responsive and timely with request and inquiries
· Review processing exceptions and determines steps for resolution
· Escalates issues to Senior Transaction Processing Specialist, Payment Solutions Analyst, and/or department management in a timely manner
· Drive to learn and meet challenges head on
· Strong oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence.
Who You Are:
· High School Diploma or G.E.D.
· 1+ year of experience in banking, data processing and accounting
· Awesome written and verbal communication skills
· Phenomenal customer service skills and desire to go the extra mile
· Excellent attention to detail and the ability to prioritize effectively
· Great people skills and the ability to be personable and professional
Ideal to Have:
· Banking background or similar work experience is preferred
· Strong knowledge of standard computer applications including MS Word, Excel, and Outlook
· Knowledge of payment transmission methods (NACHA\ICL file format)
· Assist both Internal and External clients with ACH questions and research
· Comfortable working with file transmission protocols such as SFTP with SSH authentication or PGP
Real Estate runs on Yardi. About Us:
Yardi pioneers the property tech industry by seamlessly blending 40 years of tradition with forward-thinking innovation. We’ve created a team of over 9,000 employees in over 40 locations around the globe dedicated to making great real estate software products.
Discover the Yardi Difference:
Yardi is more than just a software company – we are dedicated to creating a positive impact in our communities. Annually, Yardi extends philanthropic support to organizations chosen by our employees. Our team has contributed to over 350 nonprofits globally, demonstrating our commitment to various causes and communities.
Our award-winning culture, consistently recognized by Glassdoor's prestigious "Best Place to Work", fosters support, collaboration, and growth. We prioritize your well-being with comprehensive benefits, including 100% paid employee medical premiums, company profit-sharing plan, and flexible work arrangements.
#TeamYardi #YardiCareers
$22.69 - $25.53
All submissions for open positions should be received through Yardi’s applicant portal, accessed from Yardi’s corporate website.
EOE/Race/Gender/Disability/Vets
*SK
- Location
Santa Barbara, CA
- Business Unit
- Residential
- Department
- Operations
- Employment Type
- Employee- Full Time