Funding specialist job description

***$750 Sign-on Bonus Available***

When you think about important qualities for your next employer to have, do growth, originality, enthusiasm, and investment in people and infrastructure come to mind? If so, then HPI is the place for you. If you want to join a team that values integrity, flexibility, loyalty, compassion and dedication, we want to meet you.

What you’ll do

We’re looking for an analytical thinker with an eye for detail to join our team as a funding specialist. As the funding specialist, you’ll coordinate daily account activity for employer groups who self-fund their health, dental and short-term disability benefit programs. You’ll have the opportunity to work with multiple departments to ensure client accounts maintain a positive balance and adhere to contract guidelines.

In this role, you’ll also:

• Manage information for clients in the areas of funding, billing and reporting of financial transactions
• Compile and audit various monthly activity reports
• Maintain and reconcile client cash accounts
• Coordinate and schedule payments to providers and other payees on behalf of client
• Communicate with clients regarding funding requirements

The ideal candidate has:

• A high school diploma (required)
• Proficiency in Microsoft Word and Excel or similar PC based programs
• The ability to multitask, meet deadlines, and recognize the need for follow-up
• Strong communication skills, both verbally and in writing

What we do

Delivering the best possible service to our clients and their employees is a top priority and we work together at all levels to accomplish it.

HPI is unique. It’s a 38-year-old company that maintains a forward-thinking, entrepreneurial spirit in an industry not known for changing with the times. By joining HPI, you’ll be part of a team of professionals that strive to make a difference by offering better health insurance and outside-the-box solutions to companies and their employees nationwide. This drives HPI to be an industry leader in innovation, modernization and organizational growth year over year. There isn’t a challenge we won’t accept and we’re looking for people who have a passion to take it on.

What we have to offer

Our employees work in a newly renovated, open, and collaborative environment. At HPI you can brainstorm in one of our team break-out rooms, stretch out at your ergonomic desk, take a break to chat in the onsite café, or get in a quick workout at one of the campus gyms. We offer competitive pay and several great locations, including our headquarters in Westborough right off of Route 9, Route 495 and the Mass Pike, with shuttle service available from the Westborough Commuter Rail Station to our office park via the Worcester Regional Transit Authority (WRTA). Our benefits package includes incredible health plan options, opportunities to volunteer and support community projects, a quarterly bonus program, and so much more.

So, think you want to join the HPI team? We hope to hear from you!

You can read more about us at healthplansinc.com/our-story/careers/

EEO/AA/M/F/Vet/Disability Employer

What sets Walser Mercedes-Benz of Wichita apart from the competition? We are a family focused, performance motivated, values driven company. As a local, family owned and operated company we have been shaking up the automotive stereotypes for over 65 years with 27 dealerships representing over 20 manufacturers.

Walser has been a single-point-of-contact automotive group for almost a decade, meaning our sales consultants handle the whole sale start to finish with our customers. As a Funding Specialist with Walser Mercedes-Benz, you will work with our sales consultants and sales managers to streamline every deal. This role is all about the details!
*You'll Make an Impact By: *

* Provide administrative support to sales teams when working through a deal, including: obtaining titling and tax information as well as ensuring proper signatures on all documentation
* Calculate debt to income and determine loan to value as needed
* Collect lender stipulations including but not limited to: proof of income, proof of residence, proof previous loan paid off, copy of divorce decree, proof of paid judgment
* Print all documents for sales teams and provide for final review and presentation
* Monitor inventory forms levels, (State, WAG, product, credit applications) order new ones when necessary
* Send out Adverse Action letters to all customers who applied for credit and did not receive what they applied for
* Ensure schedules, for items such as rebates and incentives, are maintained in accordance with company and/or OEM requirements
*Our Employees Receive: *

* Full Benefits Package
* Medical
* Dental
* Vision
* 401k with Company Match

* Paid Parental Leave
* Progressive PTO Package
* The opportunity to volunteer through the Walser Foundation
*We're Looking For: *

* Friendly, up-beat attitude and team player mentality
* Excellent customer service skills
* Strong phone and computer skills
We proudly operate on a set of *Core Values *which drive our decisions and actions on a daily basis. They are:

* *Do The Right Thing *- Nothing is worth compromising a relationship
* *Lead By Example *- Be willing to help no matter how difficult the challenge
* *Display Positive Energy *- A good attitude is highly contagious
* *Be Open Minded *- The only thing that is constant is change
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. Walser Automotive Group is an EOE/Veterans/Disabled/LGBTQ+ employer.*

Job Type: Full-time

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com

About the Business: Alternative Investment Services Operations (AIS)

At BNY Mellon, AIS provides fund administration-based services to a wide range of legal structures including hedge funds, funds of hedge funds, private equity, private credit and real estate funds. In connection with providing administration services, the AIS Accounting Team is responsible for both portfolio accounting and fund accounting, which includes fee calculations and investor allocations. The AIS Accounting Team serves as an aggregator of data that is used to compile the fund's Net Asset Value (NAV) on a pre-determined liquidity period (i.e. daily, monthly, quarterly).

About the group: Hedge Funds

The Hedge Fund teams are Books & Records for Hedge Funds and we provide Administration Services for our clients. This involves Portfolio Accounting & NAV Allocation services as part of daily & monthly deliverables where the frequency is driven by client needs. We are looking for someone who works well in a collaborative team environment, excited about meeting client deliverables, has a high attention to detail and is a critical thinker.

Responsibilities:

* Conducts accounting services on behalf of assigned clients and complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports.
* May lead work of junior team members for assigned client or fund.
* Performs highly complex Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting efficiencies, enhancing processes and specialist review functions.
* Provides input into methodologies and checks complex work done by more junior team members.
* Provides guidance and reviews work related to cash and asset reconciliations relating to complex accounts or transactions.
* Resolves reconciliation of accounts for the most complex or atypical transactions and reviews work of junior team members.
* Drafts reports for clients regarding the performance of highly complex funds. Provides guidance on report structure.
* Regularly interacts with clients in answering questions and resolving multifaceted issues regarding fund reports and accounting processes.
* Evaluates GAAP and/or IFRS rules to determine impact of new regulations on BNY Mellon fund accounting practices.

No direct reports. Provides guidance to less experienced team members. May be tasked with Team Lead responsibilities. May have people management responsibilities in some geographies. Contributes to the achievement of related teams' objectives.

Bachelor's degree in accounting or the equivalent combination of education and experience is required. 7-10 years of total work experience preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.