Balboa - Operations Specialist
Costa Mesa, CA 
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Posted 6 days ago
Job Description
Description

Balboa Capital, a division of Ameris Bank, is a technology-driven business lender that uses innovative online tools and technology to change the way small businesses secure financing, and we are looking for talented, motivated individuals to join our team. If you embrace technology and have a desire to work at a dynamic company with a diverse group of highly skilled individuals, make Balboa Capital the launching pad for your successful career.

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.

Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our and how you can bring it to life as an Ameris Bank teammate.

Essential Functions, Duties, and Responsibilities:

  • Generate property tax reports.
  • Audit transaction details submitted by funding department.
  • Book transactions in on-boarding database (LeasePlus).
  • Complete AR tasks as assigned through the AR Task Queue.
  • Complete Title Review Requests submitted via Title Review Task Queue.
  • Prepare invoices for upload and proper coding into Avid/Ascend system. Invoice customers for a variety of charges per their transaction.
  • Forward prepared invoices to Ameris AP for keying into Avid/Ascend 100 and key invoices into Avid/Ascend 400 for approval and payment processing via ACH and/or Check.
  • Receive/enter wire request from Business Center for funding purposes.
  • Upload various NACHA files for approval/daily.
  • Review/process deposit refund requests.
  • Maintain/respond to items received in AP shared inbox.
  • Assist in obtaining and maintaining accurate vendor information.
  • Ad hoc projects assigned per Management.

Required Knowledge, Skills and Competencies:

  • Detail oriented
  • Proficient in Excel
  • Ability to multi-task

Industry and Work Experience:

  • 0 - 1 years of accounts payable/data entry experience, does not need to be industry specific.

Academic:

  • High school diploma or GED required.

Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

  • Medical, Dental and Vision Insurance
  • Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
  • Life Insurance provided at no additional cost to employees
  • Accidental Death & Dismemberment Coverage
  • Long-Term Disability Coverage
  • Paid Sick and Vacation Leave
  • 11 Holidays
  • Volunteer/Service Day
  • Employee Stock Purchase Plan
  • 401(k) Retirement Plan
  • Ameris Bank matches 50% of your first 8% of contributions to the plan
  • Flexible Spending Accounts
  • Health Savings Account
  • Health Reimbursement Arrangement
  • Supplemental Life & Other Insurance Plans
  • Identity Theft Protection
  • Pet Insurance
  • Legal Insurance
  • Employee Assistance Program
  • Employee Advocacy Program
  • Tickets at Work (Entertainment discounts for Ameris Bank Employees)
  • Verizon Discount (Associated discount up to 18%)
  • Wellness Discounts for Medical Premiums and Other Rewards
  • Employee Referral Incentive
  • Education Assistance
  • Employee Resource Groups

Banking Advantages for Employees:

In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.

  • Free Interest Checking
  • Free Safe Deposit Box
  • Free Money Orders, Travelers' Checks and Cashier Checks
  • Discount on Mortgage Origination Fee
  • Free Online Banking and Free Unlimited Online Bill Payment
  • Employee Banking Perks

Salary Range $43,368 - $60,716.

Disclaimer:

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
0 to 1 year
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