Corelation, Inc. · 5 hours ago
ACH & Share Draft Specialist
San Diego,CA,US
Full-time
Onsite
Entry, Mid Level
2+ years expCorelation, Inc. is a recognized workplace in San Diego, committed to integrity and innovation. The ACH & Share Draft Specialist is responsible for configuring and supporting ACH and Share Draft processes, engaging with clients, and collaborating with internal teams to ensure successful project outcomes.
Information TechnologySoftware
Responsibilities
Engage with the client to configure and test ACH and Share Draft activities in KeyStone as part of the conversion process. Includes detailed review of the client’s process, file delivery, file structure, origination specifics, as well as configuration of related interfaces and batch jobs, training on KeyStone import, post, exception review, and export process
Lead the client in user acceptance testing and parallel processing activities for ACH and Share Draft
Provide Developer account-find logic instructions based on client testing results
Work with Conversion Strategist if conversion mapping elements are identified, such as ACH Origination records or ACH Lookup records
Act as a liaison between clients and Development
Collaborate with team members to provide timely and accurate updates for our clients and internal staff
Actively listen to clients and gather credit union business details in order to know exactly what they need
Communicate clearly and positively with clients at all times
Provide consistent JIRA management and follow-up
Demonstrate basic concepts of database mapping and configuration
Provide documentation including data standards, external and internal procedures
Stay up-to-date with changes, releases, and enhancements in KeyStone
Demonstrate proficiency in writing basic technical specifications for custom account-find logic
Participate in knowledge development and perform teach back sessions specific to ACH and Share Draft
Perform other job-related duties as assigned, which may include the responsibilities of the role of Conversion Support Specialist I as department needs dictate
Qualification
Required
Two to three years of experience as a Conversion Support Specialist I or three to five years of experience with ACH and Share Draft processing
A two-year college degree or completion of a specialized course of study at a business or trade school or job specific skills acquired through on-the-job training
Benefits
Medical, Dental, Vision, Life Insurance
401(K) Match
Discretionary profit share
Discretionary annual bonus
Wellness Programs: Yoga and Massages
Bi-Weekly engagements (coffee tastings, trivia, etc.… )
Community Involvement
Professional Development Growth Days
Vacation Days
Floating Holidays
Sick Days
Parental leave
Company
Corelation, Inc.
Corelation's KeyStone is the latest privately held software developer of core technology solutions for today’s credit union
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dawn Graybill Sirras
Chief Technology Officer
Margarita Guerra
Chief Financial Officer
Recent News
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