Description We are offering an exciting opportunity in the financial services industry, located in Carpinteria, California, 93013-2060, United States. We are seeking a diligent Operations Processor to join our team. In this role, you will be responsible for various financial and administrative tasks that will support the operations of our department. Responsibilities: • Accurate and efficient processing of customer credit applications • Maintaining precise customer credit records • Monitoring customer accounts and taking appropriate actions • Ensuring compliance with company and department Policy and SOPs • Prioritizing daily team workload for efficient and accurate processing • Verifying and approving all departmental ACH and Wire requests • Ensuring trade files are properly sent, confirmed, and reconciled before the daily deadline • Managing and facilitating employee training and development • Working closely with team members and other stakeholders to ensure accuracy, compliance, and efficiency in operational processes • Managing internal projects to ensure deadlines are met and communicating with internal and external stakeholders for understanding and buy-in throughout the process. Requirements • Demonstrated proficiency in Microsoft Excel, including the ability to create complex spreadsheets and use advanced functions. • Proven experience in account reconciliation, with the ability to identify discrepancies and resolve financial issues promptly. • Familiarity with the financial services industry, including understanding of standard practices and regulatory requirements. • Ability to manage multiple tasks concurrently, demonstrating exceptional organizational skills. • Strong attention to detail, ensuring accuracy in all aspects of the operations processing role. • Excellent communication skills, both written and verbal, to effectively interact with team members and clients. • Demonstrated ability to work in a fast-paced environment, meeting tight deadlines without compromising quality. • Proven problem-solving skills, with the ability to think critically and make informed decisions. • Willingness to continually learn and adapt in response to changing industry trends and company needs. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .