Deposit Quality Control Specialist

Deposit Quality Control Specialist Remote - USA,USA About Us SolomonEdwardsGroup, LLC (SolomonEdwards) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: The Deposit Operations Quality Control Specialist is responsible for verifying complex deposit account setups such as escrow, UTMA, sole proprietors, estate, POA, and trust accounts. The role involves performing analysis and exception reporting, reviewing documentation for legal accuracy, conducting second reviews of reconciliations, and supporting audit and regulatory requirements. This individual also serves as a subject matter expert on account titling, documentation, and opening procedures, while identifying process improvement opportunities and supporting internal business lines. Essential Duties: Verify complex account setups and legally created documentation, including escrow, UTMA, sole proprietors, estate, POA, trust, and Cash Management configurations. Review forms and disclosures in coordination with Wolters Kluwer and Streamline; update systems and documentation accordingly. Implement and maintain updated policies and procedures; prepare and test for annual system releases and maintenance events. Conduct second reviews of completed reconciliations and perform exception and risk analysis for management. Serve as a knowledge resource for account titling, documentation, and account opening procedures. Support management with audit requests, monitoring reports, and compliance tracking. Communicate effectively across departments, respond to inquiries, and ensure efficient workflow. Assist in the training and development of unit staff. Attend regular coaching and feedback sessions to support performance development. Ensure adherence to legal and company policies regarding workplace conduct and compliance. Maintain regular and predictable attendance; perform additional duties as assigned. Qualifications: High school diploma or equivalent required; Bachelor's degree in a related field preferred. Minimum of three (3) to six (6) years of experience in a Deposit Operations support environment with a strong understanding of banking regulations. Prior experience with Jack Henry banking software is highly preferred. Skills and Job-Specific Competencies: Strong communication, organizational, analytical, and interpersonal skills. Advanced proficiency in Microsoft Office applications. Ability to multitask accurately in high-pressure, time-sensitive environments. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $40 - 45. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141974