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