4 treasury management service specialist ii jobs found

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding and ongoing...

Description Job Summary The Treasury Management Service Specialist II – Corporate & Specialty Banking supports clients within the Corporate & Specialty Banking segment by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on sophisticated, complex client relationships across Healthcare, Franchise, Sponsor Finance, Large Corporate, and other specialty industries that require advanced treasury solutions, scalable operating structures, and strong controls. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, risk alignment, and a high‑touch client experience tailored to enterprise‑level and specialty business models. Key Responsibilities Client Onboarding & Implementation (Corporate / Specialty Focus) Manage...

Description Job Summary The Treasury Management Service & Onboarding (S&O) Specialist within the SafeCash/Managed Courier (Cash Receivables) team has a pivotal client-facing role providing direct support for clients, sales partners, and technical contacts working with SafeCash clients. This role involves ownership of the SafeCash/Managed Courier product implementation, onboarding, technical training, and ongoing maintenance tasks for cash solutions. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution. This role also requires strong working knowledge of cash vendors and the ability to manage customer profiles within vendor portals. Key Responsibilities Client...

Title:  Billing Specialist Location: Austin, TX/ Dallas, TX (Hybrid) Reporting To: Manager, Compliance & Customer Resolution   About Hippo: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home.   About The Role: We are seeking a detail-oriented and customer-focused Billing Specialist II to join our team. This hybrid role is responsible for processing payments and escrow transactions, resolving billing issues, and ensuring accuracy in customer financial interactions. You will be a key part of the Billing team, collaborating with multiple departments and playing a critical role in maintaining a...