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Exception Specialist Jobs (NOW HIRING)

The RealReal

Assistant Manager, Receiving

Phoenix, AZ · On-site

$57K - $80K/yr

Point of contact for customer returns, authentication, merchandising, copywriting and inbound loading dock * Assist operation * coordinators and exception specialist with outstanding product issues ...

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Exception Specialist information

What is an exception specialist?

Exception Specialists are professionals who handle and resolve discrepancies, errors, or 'exceptions' that occur during business processes, such as financial transactions, order fulfillment, or data entry. Their main role is to investigate the root cause of these exceptions, communicate with relevant departments, and ensure that issues are corrected promptly to maintain workflow efficiency. Exception Specialists often work in banking, finance, logistics, or customer service environments, and they utilize analytical and problem-solving skills to prevent recurring issues. This position is essential for minimizing operational disruptions and maintaining high standards of accuracy and compliance.

What are the key skills and qualifications needed to thrive as an exception specialist?

To thrive as an Exception Specialist, strong analytical skills, attention to detail, and a background in finance, business, or a related field are essential. Familiarity with exception management software, case management systems, and proficiency in Excel or other data analysis tools are typically required. Excellent problem-solving abilities, effective communication, and adaptability help individuals excel in resolving discrepancies and collaborating across departments. These skills are crucial for minimizing errors, improving operational efficiency, and ensuring compliance with organizational standards.

What are some common challenges exception specialists face when resolving discrepancies, and how can these be effectively managed?

Exception Specialists frequently encounter complex discrepancies that require careful investigation and coordination with multiple departments, such as finance, operations, or customer service. One common challenge is identifying the root cause of exceptions within tight deadlines, especially when documentation is incomplete or conflicting. Effective management involves strong attention to detail, proactive communication with stakeholders, and leveraging specialized exception management software to track and resolve issues efficiently. Building solid relationships with team members across departments also helps streamline the resolution process.

What is the difference between Exception Specialist vs Claims Processor?

AspectException SpecialistClaims Processor
Required CredentialsTypically requires insurance or healthcare certifications, such as CPC or CHCOften requires basic insurance or healthcare knowledge, sometimes with certifications
Work EnvironmentOffice-based, handling complex claim issues and exception casesOffice or call center, processing standard claims and data entry
Employer & Industry UsageInsurance companies, healthcare providers, third-party administratorsInsurance companies, healthcare organizations, claims departments

The Exception Specialist focuses on resolving complex or unusual claim issues, requiring specialized knowledge and certifications. In contrast, Claims Processors handle routine claim entry and processing tasks. Both roles are vital in the insurance and healthcare industries but differ in complexity and scope.

More about Exception Specialist jobs

What job categories do people searching Exception Specialist jobs look for?

The top searched job categories for Exception Specialist jobs are:

Exception Specialist jobs near you
Infographic showing various Exception Specialist job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, 3% Contract, and 3% Nights. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution.

Loan Exception Specialist

First Bank & Trust Co.

Duncan, OK

Full-time

Re-posted 7 days ago

Job description

JOB SUMMARY:  This position is responsible for reviewing all loans and perfection items documentation to ensure the bank is in compliance with regulations. 

ESSENTIAL JOB FUNCTIONS:

  • Review and edit all new loans to assure entered correctly in the system and input exceptions on D-Audit Software.

  • Review and input qualifying or non-qualifying factors for FHLB requirements.

  • Review all filed mortgages, UCC, EFS, LEF’s, Titles and all insurance other miscellaneous documents tracked on D-Audit.

  • Prepare weekly new, renewed and extended loan report and provide to other team members accordingly.

  • Prepare monthly New Loan Report and provide to other team members accordingly.

  • Prepare monthly exception report for all Loan Officers.

  • Prepare monthly Insurance Exception Report and Spreadsheet for Loan Officers and Executive team members.

  • Put in order and edit loan files for further review prior to sending loan files to be scanned.

  • Review documentation of booked loans to ensure all information has been provided and is accurate.

  • Provide all lending personnel D-Audit training and guidance upon request or as needed.

  • Review documentation for filing and recording of continuations on UCC’s and EFS’s.

  • Back up for using the State website to place liens on vehicles.

  • Serve as back-up to other Loan Administration positions, which may include reconciling accounts, processing payment books, processing paid-out loan files, researching transactions, and other related duties and responsibilities.

  • Must be able to meet attendance and punctuality standards.

  • Effectively work and cooperate with supervisors, co-workers and customers.

  • Follow the directions of the supervisor

ADDITIONAL RESPONSIBILITIES:

  • Perform other duties and projects as required by management

MINIMUM QUALIFICATIONS FOR CONSIDERATION:

  • High school diploma or equivalent.

  • Experience in bookkeeping and clerical including filing, letter writing, etc..

  • Proficient computer skills including Windows, MS Word, MS Excel, 10 key, typing, AS400, and Synergy preferred.

  • Effective telephone skills

  • Customer service experience.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Strong verbal and written communication skills.

  • Strong interpersonal skills: able to work well with a wide range of people.

  • Strong organizational and time management skills.

  • Demonstrate dependability through good attendance and adherence to timelines and schedules.

  • Strong follow through on projects and deliverables.

  • Strong analytical and problem solving skills.

  • Demonstrate resourcefulness and ability to take initiative in development and completion of projects.

  • Strong sense of customer service.

PHYSICAL REQUIREMENTS:

This work is sedentary and requires the following physical activities:

  • Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.

  • Frequent lifting (up to 25 pounds of paper supplies or minor office equipment).

WORKING CONDITIONS:

  • Normal office environment.

NOTE:  The above statements are intended to describe the general nature and level of work performed by an employee in this position.  These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

First Bank & Trust Co. is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Human Resources at 580-255-1810.

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