Accounting Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Proctor Loan Protector · 15 hours ago

Accounting Specialist

Proctor Loan Protector is a company that provides comprehensive insurance products and service solutions for financial institutions. The Accounting Specialist role involves ensuring payments are collected, resolving billing discrepancies, and maintaining documentation of collection activities while collaborating with internal teams.

Financial ServicesInsuranceTraining
badNo H1Bnote

Responsibilities

Monitor accounts receivable aging reports and identify delinquent accounts
Conduct timely outreach to clients via phone, email, and written communication to collect outstanding payments
Document all collection activities, payment commitments, and follow-up actions in the system
Investigate and resolve billing discrepancies, short-pays, and disputed invoices
Coordinate with internal departments to resolve missing information, incorrect charges, or service-related issues
Support month-end closing activities, including AR reporting and account reconciliations
Process customer refunds in accordance with company policies and approval workflows
Verify refund eligibility, supporting documentation, and accuracy of amounts prior to processing
Partner with operations, accounting, and leadership teams to address recurring issues or trends
Reconciliations and support month-end and year-end accounting activities
Adhere to a set schedule
Other duties as assigned

Qualification

Accounting experienceAnalytical skillsMS Office SuiteCommunication skillsProblem-solving skillsDiscretionInterpersonal skillsOrganizational skillsConfidentiality

Required

High School Diploma/GED required
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
1 – 3 years' experience in a similar position
Ability to use discretion, exercise good judgment and resourcefulness

Preferred

Experience in accounting, finance, or related operational roles preferred
Strong analytical, organizational, and problem-solving skills
Ability to communicate effectively with internal stakeholders, agents, and external clients
Proficiency with banking portals, financial reporting tools, and standard office software
Ability to manage multiple priorities while maintaining accuracy and meeting deadlines

Benefits

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Company

Proctor Loan Protector

twittertwittertwitter
company-logo
Proctor Loan Protector provides insurance products and services.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike Cox
Chief Executive Officer
linkedin
leader-logo
Serf Hernandez
Senior Vice President Strategic Partnership and Sales
linkedin
Company data provided by crunchbase