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Exceptions Specialist Jobs (NOW HIRING)

SGF Global

Customer Care Specialist

$17.50 - $23/hr

Customer Care Specialist Location: Remote Employment Type: Contract. About the Role We are looking ... Communicate effectively with customers and internal departments to resolve processing exceptions.

PreludeDx

Customer Care Reporting Specialist

Laguna Hills, CA · On-site

$18 - $24/hr

Customer Care Reporting Specialist The key objectives are to ensure accurate and timely processing and communication of laboratory test results, managing reporting workflows, and resolving exceptions ...

Lancesoft

Customer Care Specialist

Reston, VA · On-site +1

$35 - $40/hr

Customer Care Specialist Location: Remote - Teams hours are 7: 30am -8pm EST. Must be available to ... Conduct manual processes to implement exceptions workarounds. When necessary, provide manual ...

Servco

Accounting Specialist

Honolulu, HI

$24.10 - $30.66/hr

The Accounting Specialist (Accounts Payable) is a core contributor within the Accounting and ... Identify exceptions and provide feedback appropriately so that AP transactions are recorded ...

Servco

Accounting Specialist

Honolulu, HI · On-site

$20.50 - $27.75/hr

The Accounting Specialist (Accounts Payable) is a core contributor within the Accounting and ... Identify exceptions and provide feedback appropriately so that AP transactions are recorded ...

THE ONE GROUP Denver

Payroll Specialist

Denver, CO · On-site

$25 - $27/hr

This role reviews time and attendance punches, identifies and resolves exceptions, verifies and ... The Payroll Specialist serves as a responsive resource for restaurant teams and helps maintain ...

Soni Resources

Billing Specialist

Los Angeles, CA · On-site

$25 - $28/hr

Review billing activity, identify discrepancies, and resolve billing exceptions * Identify missed ... Specialist: * Previous experience in billing, accounting, finance operations, or a related field

Abound Credit Union

Payments Specialist

Radcliff, KY · On-site

Payments Specialist Are you ready to join a team that is committed to hardworking Kentuckians? If ... Works share draft and loan draft exceptions, following UCC regulations to determine which ...

Abound Credit Union

Payments Specialist

Radcliff, KY · On-site

Payments Specialist Are you ready to join a team that is committed to hardworking Kentuckians? If ... Works share draft and loan draft exceptions, following UCC regulations to determine which ...

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Exceptions Specialist information

What is an exceptions specialist?

Exceptions Specialists are professionals who manage and resolve discrepancies or anomalies in business processes, particularly in finance, banking, or operations. Their main responsibility is to identify, investigate, and correct transactions or records that do not match expected patterns or standards. This may involve reviewing documentation, communicating with other departments, and ensuring compliance with company policies and regulations. Exceptions Specialists play a critical role in minimizing errors, preventing fraud, and maintaining the integrity of organizational data. They often use specialized software and must have strong attention to detail and analytical skills.

How does an exceptions specialist typically interact with other departments to resolve discrepancies?

An Exceptions Specialist regularly collaborates with teams such as operations, finance, and customer service to investigate and resolve transaction discrepancies or processing errors. They often serve as a liaison, clarifying issues and gathering necessary documentation to ensure accurate resolution. Effective communication and a proactive approach are essential, as they may coordinate meetings or follow up with multiple stakeholders to expedite solutions. This cross-functional interaction not only aids in efficient problem-solving but also helps build a strong understanding of overall business processes.

What skills and qualifications are needed to be an exceptions specialist?

To thrive as an Exceptions Specialist, you need strong analytical skills, attention to detail, and typically a background in finance, banking, or a related field. Familiarity with exception management software, databases, and workflow tools such as Excel or specialized banking platforms is often required. Excellent problem-solving abilities, communication skills, and the capacity to manage time effectively help you handle complex or urgent exception cases. These skills ensure timely and accurate resolution of discrepancies, minimizing risk and maintaining compliance in high-volume transaction environments.
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Exceptions Specialist jobs near you
Infographic showing various Exceptions Specialist job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

IRA Operations Specialist

RETIREMENT CLEARINGHOUSE LLC

Charlotte, NC

$43K - $53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Job title:

IRA Operations Specialist- Hybrid Opportunity

This position will work in our Charlotte office every Tuesday. Candidates must reside in the Charlotte, NC area.

Company intro:

Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

Job position description:

We are looking for an IRA Operations Specialist. The ideal candidate will:

  • Be responsible for the daily processing of lockbox exceptions for payments in RolloverHQ (This includes all lines of business: ARO, Assisted Roll-In, AP, and TSA funding).
  • Review and accurate processing of any participant-driven paperwork received
  • Under guidance of IRA Operations Specialist II or Manager, match funding exceptions to unfunded accounts on IRASmart.
  • Monitor Operations Request system for follow-up needed form IRA Operations team and coordinate obtaining the information for response.
  • Coordinate and retain correspondence to the participant’s record in IRA Smart and HQ, via Operations Request system.

Pay Range: $43,000- $53,000 annually

Shift: Monday - Friday. This position is required to be in the office every Tuesday and as needed.

Top benefits or perks:

As a team member at Retirement Clearinghouse, you’ll enjoy:

  • A culture that fosters a positive work life balance.
  • Hybrid work opportunities.
  • Competitive hourly rate with Bonus potential.
  • 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
  • Paid holidays
  • Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
  • 401k eligibility and 100% vesting with employer matching on day 1 of employment.
  • Professional Growth and Career Advancement Opportunities

Training is provided to all new hires to help you achieve your goals and ensure your success! Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location:

Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

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