Validation Services Representative

ClassWallet • Full-time • Remote from California, United States • 1m ago

Fast Facts

ClassWallet is seeking a motivated Validation Services Representative to efficiently review and process transactions for clients, primarily within public agencies, ensuring compliance and accuracy with fund distribution.

Responsibilities: Review and process transactions, ensuring compliance with client policies; collaborate with clients and internal teams to enhance the customer experience and resolve issues.

Skills: Strong multitasking abilities, proficiency in Microsoft Office Suite and Google Apps, and experience in help desk support.

Qualifications: BA/BS degree with a minimum of 2 years related work experience preferred.

Location: This position is based in the United States, working with clients across various states.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $45,000 - $65,000.

ClassWallet, a leading financial technology company in the United States, is seeking to hire a Validation Services Representative to join our team.

ClassWallet is a financial technology company serving agencies delegated responsibility to manage public funds. Agencies use ClassWallet to get public funds to the right people, and ensure the funds are used for the right purpose. ClassWallet’s suite of products and services empowers agency administrators to dramatically increase efficiency of funds distribution and spend compliance, reduce programmatic costs, maximize the full potential impact of the program, and satisfy the needs and expectations of policymakers, constituents and public reporting. ClassWallet has processed over $3.5 Billion to date and serves public agencies across 33 states.

The Company has developed an industry-defining digital wallet solution which has gained rapid traction among state and local agencies and school districts across America. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023.

While the Company delivers immense business value, the social impact of ClassWallet is a fabric that runs through its mission and corporate culture. As a result of ClassWallet’s innovation, public programs run with exponentially more efficiency and the impact and breadth of the programs for the individuals they serve is dramatically higher. This mission compliments the Company mission-based culture with focus on gratitude and work-life balance.

About the Role

We’re looking for an energetic, motivated self-starter to assist ClassWallet clients with transactional review. As a Validation Services Representative, you have a genuine passion for our customers, their users and helping them receive the most out of their funds. Approval Services Representatives at ClassWallet are passionate about technology and improving processes for users to get the services and/or items they need.

Success as a Validation Services Representative plays an integral part of ClassWallet’s overall success. The Validation Services Representative will be responsible for reviewing orders, payments and reimbursements for a portfolio of assigned customers – including school districts, education foundations, schools and state government agencies. The Validation Services Representative's role is to adhere to client policy, verify transactions for completeness, and approve/reject pending customer transactions. You will work with customer admins and assist multiple customers with spending their funds through order/payment/reimbursement requests.

In this role, you will also liaise with cross-functional internal teams (including Customer Service, Account Operations, and Product Development departments) to improve the entire customer experience and contribute to the development of our application. Communication and teamwork are key. Teamwork makes the dreamwork!

RESPONSIBILITIES

Process transactions in a timely manner with high levels of accuracy
Review all transactions for completeness and required information
Follow all program policies and procedures for each individual organization
Elevate any transactions with user comment or other issues as needed to CW Admin
Collaborate with client admins and approval team to assist with questions or issues
Keep current on product updates, improvements, and changes regarding transaction queue
Identify and define any bugs and effectively communicate issue with CW Admin
BA/BS degree
A minimum of 2 years related work experience
Proven ability to manage multiple projects and customers concurrently
Solid experience with Microsoft Office Suite, Google Apps, and help desk support software

ClassWallet is a positive, family-oriented team environment. Our focus is on encouragement, positive reinforcement, and gratitude. We work hard and are highly motivated to win but with a healthy perspective on life.

We offer an excellent salary and benefits commensurate with experience.

ClassWallet.com is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status.

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