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Transaction Processing Manager Jobs in Virginia (NOW HIRING)

JLL

Transaction Manager

Richmond, VA

Coordinate due diligence processes, managing document requests and facilitating information flow between parties * Support senior brokers in client meetings, property tours, and transaction ...

CBRE

Transaction Manager

Mclean, VA · On-site

About the Role As a CBRE Transaction Manager, you will provide ongoing management of real estate ... Improve and change existing methods, processes, and standards. Understand and recognize the broader ...

Aprio

Transaction Advisory Services Manager

Arlington, VA · On-site +1

$110K - $160K/yr

Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes ... Exceptional project management skills with the ability to lead multiple engagements under tight ...

Real Estate Transaction Coordinator

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Real Estate Transaction Coordinator

Fredericksburg, VA · On-site

$50K - $60K/yr

The ideal candidate must: • Understand the real estate process from contract to closing • Be ... problem solver • Manage multiple transactions efficiently and accurately • Maintain a ...

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Urgent

Real Estate Transaction Coordinator

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Real Estate Transaction Coordinator

Fredericksburg, VA · On-site

$50K - $60K/yr

The ideal candidate must: • Understand the real estate process from contract to closing • Be ... problem solver • Manage multiple transactions efficiently and accurately • Maintain a ...

Veteran-friendly

Urgent

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Transaction Processing Manager information

What are the key skills and qualifications needed to thrive as a Transaction Processing Manager, and why are they important?

To thrive as a Transaction Processing Manager, you need strong analytical abilities, attention to detail, and experience in finance or accounting, often supported by a relevant degree. Familiarity with transaction management software, ERP systems, and knowledge of compliance regulations such as SOX or PCI DSS are typically required. Leadership, communication, and problem-solving skills are crucial for managing teams and resolving discrepancies efficiently. These competencies ensure accurate transaction processing, regulatory compliance, and smooth workflow management in financial operations.

What are the typical challenges a Transaction Processing Manager faces, and how can they be addressed?

Transaction Processing Managers often encounter challenges such as managing high transaction volumes, ensuring accuracy under tight deadlines, and adapting to constantly evolving regulatory requirements. To address these, it's important to implement robust quality control procedures, foster a strong team culture focused on attention to detail, and stay updated with industry best practices and compliance guidelines. Leveraging automation tools and maintaining effective communication across departments can also help streamline processes and prevent errors.

What does a Transaction Processing Manager do?

A Transaction Processing Manager oversees the processing of financial transactions within an organization, ensuring accuracy, compliance, and timeliness. They manage a team responsible for handling transactions such as payments, deposits, transfers, and reconciliations. Their role also involves developing and implementing process improvements, monitoring performance metrics, and ensuring adherence to regulatory standards. Additionally, they coordinate with other departments to resolve discrepancies and provide training to staff on best practices.

What is the difference between Transaction Processing Manager vs Payment Operations Specialist?

AspectTransaction Processing ManagerPayment Operations Specialist
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CPA or CPA-eligible are commonUsually holds a bachelor's degree in finance, accounting, or business; certifications like PCI DSS or payment processing certifications are advantageous
Work EnvironmentWorks in banking, financial services, or large corporations managing transaction workflowsOperates within payment processing companies, banks, or e-commerce firms handling payment systems
Employer & Industry UsageCommonly employed by banks, financial institutions, and corporations managing transaction flowsFound in payment processors, fintech firms, and online retailers managing payment operations

The Transaction Processing Manager oversees the entire transaction workflow, ensuring accuracy and compliance, while the Payment Operations Specialist focuses on executing and supporting payment processing tasks. Both roles require financial knowledge and work within similar environments, but the manager has broader oversight responsibilities.

What cities in Virginia are hiring for Transaction Processing Manager jobs? Cities in Virginia with the most Transaction Processing Manager job openings:
Transaction Processing Manager jobs near you

Operations Processing Manager - Cashiering

Osaic

Petersburg, VA • Hybrid

$68K - $73K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

Osaic rating

8.2

Company rating: 8.2 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Ops Processing Opportunity in Financial Services

Ops Processing Manager - Cashiering

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $68,000 - $73,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

The Operations Processing Manager is responsible for all aspects of production and service delivery for assigned Operational Team(s). Our ideal candidate ensures the quality and timeliness of service delivery. The manager is responsible for supporting processors and answering related questions to brokerage operation processes, and explaining policies and procedures set forth by the broker dealer. Topics of requests may include cashiering and money movement transactions, standing instruction set up and maintenance, retirement contributions, distributions, and periodic plans. The manager is required to establish a rapport with the top industry financial professionals within the Osaic family, and is also responsible for development and performance management of all team personnel.

Education Requirements:

College degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

  • Directly manage 10-15 employees within the Operations Department.
  • Provide a high level of service and support to independent financial advisors nationwide.
  • Must act as subject matter expert for several different responsibilities within brokerage Operations.
  • Carry out manager duties in accordance with the organization's policies and applicable laws.
  • Responsible for the daily oversight of team personnel, workflow, processing procedures and problem resolution.
  • Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
  • Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
  • Resolve complex escalations, make decisions and ensure prompt follow-up when needed
  • Ensure all desktop procedures are accurate and up to date
  • Provide performance feedback for performance reviews and assist with establishing meaningful and relevant performance objectives.
  • Answer internal and external phone calls; make outbound phone calls to our advisors.
  • Exercise judgment to know when to escalate issues to Sr. Leadership
  • Flexibility is required to respond to increases in workflow.
  • All other duties as assigned.

Basic Requirements:

  • 3+ years relatable or transferable work experience; financial services experience preferred
  • Must be proficient in the following Microsoft programs: Excel, Word, Outlook, Edge, OneNote, Teams
  • Must become proficient with the following systems: NetX360+, Wealthscape, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), eQuipt and other assigned back-office functions.
  • Must acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills.
  • Must be team-oriented and client-focused.
  • Ability to work overtime, including weekends, as needed to support heavy work volume when applicable.

Preferred Requirements:

  • 3+ years' experience in financial services operations or broker-dealer setting.
  • FINRA Series 7 license a plus.
Current Employees and Contractors Apply Here

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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