Who We Are
Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a
wide range of government operations at the municipal, county, state, and federal levels. Our innovative
solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government
services to the public. At Catalis, we are committed to leveraging technology to make government
interactions simpler, faster, and more accessible.
The Opportunity
As a Finance Service Representative, you will be responsible for all functions necessary to provide Customer
Service and Records Administrative Services for Prepaid and/or College Savings programs.
This is an in-person role based in our Jacksonville, FL office.
What You Will Do
- Performs financial and non-financial transactional work according to procedures/plan business rules. Functions include but are not limited to:
• Financial – Participant contributions, withdrawals, refunds, lockbox reconciliation, monetary adjustments, plan changes, Inter-Account Transfers, School invoice and Distribution Processing, Etc. • Non-Financial - banking changes, finance, and matric correspondence, Etc.
- Adheres to internal service level standards (pre-defined turnaround times by function).
- Trains or cross-trains team members to continue to develop their knowledge base and proficiency levels
- Acts as subject matter expert and “go to” for questions and/or clarifications team members may have
- Responsible for some customer service functions to include answering inbound phone calls from prospective and existing customers and/or placing outbound calls
- Perform reconciliation activity of credit card contributions to record keeping system
- Research and resolve payment exception items to include but not limited to suspense items, payroll exception items, contribution reversals, withdrawal reversals
- Respond to inquiries and address/resolve issues as requested by internal customers (Customer
- Service, Corporate Finance, ICSS Reconcilement Unit) and external customers (ICSS clients)
- Perform quality review of periodic financial activities including but not limited to quarterly participants statements and tax reporting
- Assists in any other functions as deemed necessary based on work volume including cross training on matriculation duties
