Description

Key Responsibilities 

Payer Portal Administration 

• Coordinate with clients to establish and configure payer portal access  
• Maintain and update portal login credentials in a secure and organized manner  
• Add, modify, and remove user access as needed in alignment with client and compliance requirements  

Banking & Treasury Support 

• Act as primary liaison between clients and banking institutions  
• Transfer funds between client bank accounts in accordance with established protocols  
• Create, maintain, and reconcile bank deposit reports using client bank account data  
• Retrieve and manage lockbox images and related documentation from client bank accounts  

Reporting & Data Management 

• Prepare and distribute payout reports to clients accurately and on schedule  
• Provide invoice-related data derived from treasury processes to the Client Success team  
• Ensure all financial reporting is timely, accurate, and compliant with internal controls