Accounts Receivable & PMI Operations Specialist

Fortuna
Charlotte, NC
Remote
Job Description
Role Overview

Join a remote financial operations team supporting two related workstreams. One position will focus on cash handling and cash application, while the other will focus on the private mortgage insurance (PMI) portfolio and general certificate maintenance. You will research account or certificate issues, process transactions accurately, maintain complete records, and communicate with internal and external customers.

What You Will Do

Research account or certificate issues, process transactions accurately, maintain complete records, and communicate with internal and external customers. Process cash receipts, apply cash to outstanding invoices, and manually enter premium payments received from non-electronic customers. Use automated procedures to upload payment data files and research and resolve file-upload processing failures.

Why It Might Be a Fit

Candidates who are highly detail-oriented, research-driven, and committed to accuracy will be best suited for these positions. Mortgage servicing or PMI experience is strongly preferred.

Requirements

  • Accounts receivable, accounting, mortgage servicing, banking, insurance, or comparable financial operations experience involving payment processing, research, reconciliation, billing, or account maintenance.
  • Mortgage servicing, mortgage insurance, or private mortgage insurance (PMI) experience is strongly preferred.
  • Experience using ServiceNow (SNOW) or a comparable case, ticket, or workflow management system is preferred.
  • Typing speed of at least 10,000 keystrokes per hour or 45 words per minute, with strong data-entry accuracy.
  • Strong working knowledge of the basic functions in Microsoft Excel, Word, and Access.
  • Demonstrated excellence in customer service and the ability to balance customer needs with business requirements.
  • Strong problem-solving, critical-thinking, time-management, organizational, written, and verbal communication skills.
  • Ability to work effectively both independently with little or no supervision and collaboratively as part of a team.
  • Ability to adapt to changing priorities and new assignments in a fast-paced, diverse environment.
  • Ability to contribute ideas that improve processes and team effectiveness, assist and motivate colleagues, and influence positive outcomes.
  • Exceptional attention to detail, research ability, and commitment to accuracy, with the ability to identify discrepancies, document findings, and complete work correctly under time constraints.

Benefits

  • Paid sick leave based on state regulations after 90 days of employment
  • Medical, dental, and vision coverage after a waiting period (60% paid by Fortuna)
  • Free TeleMedicine and Mental Health support for all employees and their families.
  • Group Life Insurance
  • Accidental Insurance
  • Critical Care
  • Short-Term Disability
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