Exceptions Operations Specialist

Exceptions Operations Specialist

The Operations Exceptions Specialist job is responsible for assisting with the day-to-day exception processing for consumer and commercial banking. This job performs transactional banking tasks such as overdrafts, non-post, account closures, and certificate of deposit (CD) changes. Working under moderate supervision, this job supports other banking professionals to ensure that critical tasks are completed on time.

Key Responsibilities and Duties

• Processing of general ledgers of internal accounts to ensure accuracy of all financial records, identifying and assisting in resolution of escalated discrepancies.

• Transaction processing of withdrawals, deposits, account closures, stop payment, batch checks, and dormant account activities.

• Account maintenance; including CD renewals, interest rate changes, product changes.

• Performs account servicing functions such as client authentication, account research, maintenance of logs, client authentication, and other duties.

• Monitors and contributes to report items, including Regulation CC and Regulation W.

• Completes exception processing, including non-post, overdrafts, and stop payment analysis.

• Performs maintenance on home equity loans.

• Handles processing of return deposit items and ATM float maintenance.

Preferred Qualifications

• 2+ years of banking experience, with a strong focus on banking operations.

• Demonstrated ability to analyze discrepancies, research account activity, and resolve issues while ensuring accurate and timely processing of transactions.

• Proven ability to manage multiple priorities and work queues simultaneously, maintaining a high level of productivity, organization, and attention to detail.

• Strong verbal and written communication skills, with the ability to clearly document findings, communicate effectively with internal partners, and escalate issues when appropriate.

• Previous experience working in back-office banking operations, with a strong understanding of operational workflows, controls, and service delivery.

• Hands-on experience processing high-volume banking transactions, including withdrawals, deposits, account closures, stop payments, batch check processing, and dormant account activities.

• Working knowledge of exception processing, including non-post items, returns, overdrafts, and stop payment investigations and resolution.

• Experience ensuring operational accuracy, regulatory compliance, and adherence to established policies and procedures.

• Proficiency with banking systems and applications used to support account servicing and transaction processing.

Role Specific Work Experience

• No Experience Required; 2+ Years Preferred

Educational Requirements

• High School Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

3IC

Posting end date: 10/30/2026

Job Seeker Notice

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $25 - $27

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.