Associate Validation Services Representative

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

At ClassWallet, our purpose is to simplify how organizations empower their employees with spending autonomy in order to improve outcomes and foster a culture of trust while minimizing fraud.  We strive to be the leading financial technology platform for discretionary spend management in the US.  Our founder, Jamie Rosenberg, created AdoptAClassroom.org, and through that, he recognized the difficulty in getting funding to teachers and schools and tracking it.  This understanding and obsession with solving this problem is what drives our culture and mission as a company.  We aim to simplify the incredibly frustrating process of solving for classroom needs so that everyone involved in education can have more time to focus on the most important aspects - educating our students and creating a positive learning environment.

ClassWallet is seeking an Associate Validation Services Representative looking to get in on the ground floor of a rapidly growing company located in South Florida. ClassWallet was established with the vision of simplifying the way education dollars are managed and tracked, providing more efficiency, time, and cost savings for business officers to educators to parents and everyone in between. Our unique platform combines the power of digital wallet technology, integrated ACH capabilities, ecommerce marketplace and reloadable debit cards. Clients can disburse, track, and reconcile funds in a completely automated, paperless manner saving countless time and overhead costs, and dramatically improving the audit trail. Today, we are an industry-leading funds management and tracking platform, serving some of the largest organizations in the country.

About the Role

We’re looking for an energetic, motivated self-starter to assist ClassWallet clients with transactional review. As an Associate 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 an Associate Validation Services Representative plays an integral part of ClassWallet’s overall success. The Associate 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 Associate 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

Requirements

• 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

Skills

• Excellent attention to detail
• Critical thinking and problem-solving skills
• Exceptional verbal and written communication skills
• Strong project management, time management and organizational skills

Key Characteristics

• Positive attitude
• Exceptional work ethic
• Collaborative mindset
• Personable and approachable
• Natural relationship builder with integrity, reliability, and maturity

Benefits

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.

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.