Cash Payment Approver

About the role

The role is based in Charlotte, NC and supports the Howden US Retail business by reviewing payments and providing administrative support to the IBA and Finance teams. The individual is responsible for processing transactions accurately, maintaining up-to-date records, and resolving basic account queries in a timely manner. They will support reporting, assist with team activities and projects, and escalate more complex issues as needed. The role requires adherence to company policies, procedures, and regulatory requirements, with a strong focus on accuracy, professionalism, and confidentiality. Success in this role includes delivering timely, high-quality service to internal and external clients while actively building knowledge and skills through ongoing development.

Responsibilities

• Process payments and enter data accurately in company systems
• Resolve basic account and transaction queries in a timely manner
• Maintain organized and up-to-date records, filing, and documentation
• Prepare standard reports and provide updates on team activities or issues
• Assist with assigned tasks and support team projects as needed
• Escalate or redirect more complex queries appropriately
• Respond to urgent requests with guidance from senior team members
• Follow company policies, procedures, and instructions in daily work
• Ensure accuracy, proper approvals, and adherence to processes
• Maintain high standards of professionalism, ethics, and confidentiality
• Complete required training and stay compliant with regulatory requirements
• Provide timely, professional support to internal and external clients
• Communicate clearly and work collaboratively within the team
• Share relevant information to support team efficiency and outcomes
• Participate in training and development opportunities
• Build knowledge of industry practices and regulatory requirements

Qualifications

• Strong attention to detail with the ability to process data accurately
• Ability to follow established processes and work effectively in a structured environment
• Good problem-solving skills, with the ability to identify issues and escalate when needed
• Organized and able to manage multiple tasks and meet deadlines
• Willingness to learn new systems and tools; experience with Excel, Word, and PowerPoint preferred
• Clear written and verbal communication skills
• Team-oriented mindset with a collaborative approach to work
• Positive, proactive attitude with a willingness to learn and develop
• Ability to work in a fast-paced environment and adapt to changing priorities
• Basic awareness of compliance and the importance of following company policies
• Basic understanding of accounting or insurance business processes; exposure to billing or finance operations is a plus

Pay

• Expected base salary range: $40,000 - $50,000; actual base salary determined by candidate experience and work location
• This role is classified as non-exempt under the Fair Labor Standards Act (FLSA)
• Eligible for a discretionary bonus

Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
• 401(k) retirement plan
• Flexible Paid Time Off and paid parental leave
• Life and Disability insurance