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Account Review Specialist Jobs (NOW HIRING)

cathaybank

New Account Review Specialist

Rosemead, CA

$23.22 - $25.91/hr

GENERAL SUMMARY The New Accounts Review Specialist acts as a liaison with the Retail Banking team and other areas of the bank in reviewing, verifying and processing customer account opening documents ...

cathaybank

New Account Review Specialist

Rosemead, CA

$23.22 - $25.91/hr

GENERAL SUMMARY The New Accounts Review Specialist acts as a liaison with the Retail Banking team and other areas of the bank in reviewing, verifying and processing customer account opening documents ...

Cathay Bank

New Account Review Specialist

Rosemead, CA · On-site

$23.22 - $25.91/hr

The New Accounts Review Specialist investigates and corrects new account discrepancies, errors, or missing documentation. ESSENTIAL FUNCTIONS * Assist branches and internal departments with proper ...

Cathay Bank

New Account Review Specialist

Rosemead, CA · On-site

$23.22 - $25.91/hr

The New Accounts Review Specialist investigates and corrects new account discrepancies, errors, or missing documentation. ESSENTIAL FUNCTIONS * Assist branches and internal departments with proper ...

BOK Financial

Document Review Specialist

Tulsa, OK · On-site

The Document Review Specialist is responsible for reviewing and processing all legal requests ... Research account documentation, place holds on accounts, and remits funds to beneficiaries or court ...

Lincare Holdings, Inc.

Billing Review Specialist

Largo, FL · On-site

$17.25 - $23.50/hr

Contacts payors at times to discuss policy criteria or to ask clarifying questions on accounts ... Answers billing review specialist questions accordingly * Reports issues and/or concerns in a ...

Tower

Sr Deceased Account Servicing Specialist

Laurel, MD · On-site

$32.69 - $40.86/hr

Principal Accountabilities and Functions Reviews and processes notification of borrower death for ... accounts Coordinates with Loan Servicing Specialist Coordinates with mortgage servicing ...

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Account Review Specialist information

What is an account review specialist?

Account Review Specialists are professionals responsible for examining and analyzing customer accounts to ensure accuracy, compliance, and to detect any irregularities or fraudulent activities. They typically work for financial institutions, credit card companies, or other organizations that manage client accounts. Their duties include reviewing transactions, verifying account information, resolving discrepancies, and communicating with customers to address any issues. Their role is critical in maintaining the integrity of financial records and ensuring regulatory compliance.

What skills and qualifications are needed to be an account review specialist?

To thrive as an Account Review Specialist, you need strong analytical abilities, attention to detail, and a background in finance, accounting, or a related field, often supported by a relevant degree or experience. Familiarity with financial software systems, spreadsheets, and databases such as Excel and SAP is typically required. Excellent communication, problem-solving skills, and integrity make someone stand out in this role. These skills are vital for accurately reviewing accounts, identifying discrepancies, and ensuring compliance with company and regulatory standards.

What challenges do account review specialists face and how can they be managed?

Account Review Specialists often encounter challenges such as managing high volumes of account evaluations, adhering to strict compliance standards, and navigating complex customer histories. Success in this role requires strong organizational skills, attention to detail, and effective communication when collaborating with compliance teams or customer service representatives. Leveraging company resources and staying updated on regulatory changes can help specialists efficiently resolve issues and maintain accuracy in their reviews.

What is the difference between Account Review Specialist vs Credit Analyst?

AspectAccount Review SpecialistCredit Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require finance or accounting certificationsBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentFinancial institutions, banks, or credit companies; primarily office-basedBanking, lending institutions, or credit agencies; office setting with analytical tasks
Employer & Industry UsageUsed in banking, credit management, and financial services to review accounts for compliance and accuracyUsed in lending and banking to assess creditworthiness and analyze financial data

While both roles involve financial analysis, the Account Review Specialist focuses on reviewing existing accounts for accuracy and compliance, whereas the Credit Analyst evaluates credit risk and financial data to determine creditworthiness.

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Account Review Specialist jobs near you
Infographic showing various Account Review Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Account Review Specialist

Phoenix, AZ • On-site

Cambridge Investment Research, Inc.
See more jobs at Cambridge Investment Research, Inc.external

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

As an Account Review Specialist, you will play an important role in reviewing account documentation, supporting compliance processes, and helping ensure adherence to internal and external regulatory requirements.

This position offers an excellent opportunity for a detail-oriented professional who enjoys problem-solving, collaborating with others, and contributing to a high-performing team environment.

What You'll Do

  • Communicate policies and procedures to advisors and associates while helping maintain regulatory compliance.

  • Identify potential policy violations and escalate concerns to leadership when appropriate.

  • Respond to phone, email, voicemail, and occasional in-person inquiries in a professional and timely manner.

  • Research industry rules, regulations, and compliance requirements.

  • Monitor and support registered investment advisory (RIA) communications and documentation.

  • Develop and maintain knowledge of industry compliance standards, regulations, and best practices.

  • Handle sensitive and confidential information with discretion and professionalism.

  • Participate in departmental projects and cross-training opportunities as needed.


What We Are Looking For

  • Ability to interpret policies, procedures, and business documentation.

  • Ability to manage confidential information responsibly.

  • Strong attention to detail and organizational skills.

  • Excellent written and verbal communication skills.

  • Effective problem-solving and analytical skills.

  • Works well in a collaborative team environment

Preferred Qualifications

  • Experience in financial services, operations, compliance, or account processing.

  • Familiarity with investment advisory or brokerage industry practices.

  • Experience working in a fast-paced, service-oriented environment.

Location: Fairfield, IA or Phoenix, AZ (hybrid attendance model)


Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.


Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

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