Financial Data and Reporting Ops Representative

Company: Disability Solutions
Location: Pennington
Posted on: November 1, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision.Consumer and Wealth Tax Operations Statement Team is responsible for the production of -3,900,000 tax reporting statements and forms. Responsbilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database. This data is then used to produce our tax statements and reported to the IRS, Puerto Rico, and various states. This will include daily, monthly and annual report validation for numerous internal processes. Weekend/Weekday overtime is required when necessary and especially during tax season, January through April.Key Responsibilities--- Validate data and reports against tax database--- Review tax statements and forms to identify and resolve issues--- Support team process functions--- Research and reply to reporting inquiries from Branch OfficeResponsibilities:

• Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
• Performs basic research, follow-up, and resolution of routine financial data research requests
• Reviews relevant documents and forms to identify and resolve issues
• Validates financial data and reports against system of record
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides quality service and support to internal partners and external clientsRequired Skills: --- Strong written and verbal communication skills--- Team player who is self-directed and detail oriented--- Ability to work cooperatively with various levels of associates (i.e.: operations, technology, peers, management, etc.) and embrace change with a positive approach--- Proficient in Microsoft Office products (Excel, Word, Outlook etc.)Desired Skills: --- College degree preferred--- Tax background a plusSkills:
  • Active Listening
  • Customer and Client Focus
  • Research
  • Attention to Detail
  • Critical Thinking
  • Decision Making
  • Account Management
  • Continuous Improvement
  • Problem Solving
  • Risk ManagementShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Cherry Hill , Financial Data and Reporting Ops Representative, Accounting, Auditing , Pennington, New Jersey