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Transactions Specialist Jobs (NOW HIRING)

Yardi

EDI Transactions Specialist

Santa Barbara, CA · On-site

$30.76 - $34.61/hr

If so, we'd love to meet you! We're looking for an EDI Transactions Specialist to join our dynamic team and help power the data flows that drive our energy operations. In this role, you'll monitor ...

Chase

Transaction Specialist I

Columbus, OH · On-site

Transactions Specialist I Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings ...

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Transactions Specialist information

What does a transactions specialist do?

A Transactions Specialist is responsible for processing and managing financial transactions within an organization or on behalf of clients. Their duties often include verifying transaction details, ensuring compliance with relevant regulations, reconciling accounts, and resolving discrepancies. They may work with various types of transactions, such as payments, transfers, deposits, and withdrawals, depending on the industry. Attention to detail and strong organizational skills are essential for this role, as accuracy and confidentiality are critical.

What are the key skills and qualifications needed to thrive as a transactions specialist?

To thrive as a Transactions Specialist, you typically need strong analytical skills, attention to detail, and a background in finance or business administration. Familiarity with financial software such as SAP, Oracle, or other transaction processing systems, along with relevant certifications like CPA or CFA, is highly beneficial. Excellent organizational abilities, effective communication, and a commitment to accuracy are standout soft skills in this role. These competencies ensure the integrity, efficiency, and compliance of financial transactions, which are critical for organizational success.

What are some common challenges faced by a transactions specialist and how can they be addressed?

Transactions Specialists often encounter challenges related to managing high volumes of transactions while ensuring accuracy and compliance with regulatory standards. Dealing with tight deadlines and rapidly changing financial guidelines can also add pressure. To address these challenges, it's important to develop strong organizational skills, pay close attention to detail, and stay up-to-date with relevant policies and procedures. Regular training and open communication with team members and supervisors can help ensure processes run smoothly and errors are minimized.

What is the difference between Transactions Specialist vs Accounts Payable Clerk?

AspectTransactions SpecialistAccounts Payable Clerk
Primary FocusProcessing and verifying financial transactions, ensuring accuracyManaging outgoing payments, invoice processing
Required CredentialsTypically an associate degree or relevant certificationOften an associate degree or similar certification
Work EnvironmentFinancial departments, corporate officesAccounting or finance departments, corporate offices
Industry UsageBanking, finance, corporate sectorsCorporate finance, accounting departments

The Transactions Specialist and Accounts Payable Clerk roles share similarities in processing financial data and working within finance departments. However, Transactions Specialists often handle a broader range of transaction types, while Accounts Payable Clerks focus specifically on managing outgoing payments and invoices. Both roles require similar credentials and are commonly found in corporate finance environments.

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

The top searched job categories for Transactions Specialist jobs are:

Transactions Specialist jobs near you
Infographic showing various Transactions Specialist job openings in the United States as of August 2026, with employment types broken down into 66% Full Time, 17% Part Time, and 17% Contract. Highlights an 83% In-person, and 17% Remote job distribution.

EDI Transactions Specialist

Santa Barbara, CA • On-site

Yardi
Software Development • 5 - 10K employees
Learn more about Yardiexternal

$30.76 - $34.61/hr

Full-time

Re-posted 9 days ago

Job description

About the Role:
Are you someone who loves solving problems, thrives on details, and finds satisfaction in keeping systems running smoothly? If so, we'd love to meet you!
We're looking for an EDI Transactions Specialist to join our dynamic team and help power the data flows that drive our energy operations. In this role, you'll monitor, analyze, and manage critical inbound and outbound data files, helping ensure seamless communication between us, our suppliers, and utilities.
You'll be the go-to problem solver for enrollment and billing file issues, a key partner to our Utility Relations and Billing Transactions teams, and a trusted contributor to keeping everything on track-accurately and efficiently.
***Candidates may be located in Chicago, Irving, Austin, Colorado Springs***
What You'll Do:
  • Monitor and manage inbound and outbound Electronic Data Interchange (EDI) transactions to support customer enrollment and billing workflows for ResidentShield Power
  • Collaborate with internal teams and external suppliers to troubleshoot and resolve enrollment or billing issues
  • Investigate and resolve file exceptions to ensure accurate and timely data processing

Who You Are:
  • Bachelor's degree in business, information systems, or related discipline; or an equivalent combination of education and experience
  • One year of experience in data processing, transaction support, or a related administrative or operations role
  • Strong attention to detail and high accuracy
  • Basic problem-solving and data review skills
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, Teams, and SharePoint
  • Clear written and verbal communication skills
  • Ability to follow established procedures and escalate issues appropriately
  • Ability to manage time and stay organized in a deadline-driven environment
  • Willingness to learn new systems and adapt to process changes
  • General understanding of customer enrollment or billing workflows preferred

Ideal to Have:
  • Experience working with electronic data systems or customer account management tools preferred
  • Familiarity with EDI transactions or the retail energy industry a plus

Real Estate runs on Yardi. About Us:
Yardi pioneers the property tech industry by seamlessly blending 40 years of tradition with forward-thinking innovation. We've created a team of over 10,000 employees in over 40 locations around the globe dedicated to making great real estate software products.
Discover the Yardi Difference:
Yardi is more than just a software company - we are dedicated to creating a positive impact in our communities. Annually, Yardi extends philanthropic support to organizations chosen by our employees. Our team has contributed to over 350 nonprofits globally, demonstrating our commitment to various causes and communities.
Our award-winning culture, consistently recognized by Glassdoor's prestigious "Best Place to Work", fosters support, collaboration, and growth. We prioritize your well-being with comprehensive benefits, including 100% paid employee medical premiums, company profit-sharing plan, and flexible work arrangements.
#YardiCareers #TeamYardi #hiring
$30.76/hr - $34.61/hr
All submissions for open positions should be received through Yardi's applicant portal, accessed from Yardi's corporate website.
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