Branch Review Specialist jobs in Dayton, OH

Branch Review Specialist conducts branch internal audits to determine whether business controls are sufficient and effectively executed in accordance with bank policies and procedures. Tests established procedures to ensure operational efficiency within branch offices. Being a Branch Review Specialist determines whether branches are performing their planning, accounting, custodial, or business control activities in compliance with management instructions, policies, and procedures. Evaluates functions and activities in assigned areas to determine the nature of operations and the adequacy of systems to achieve established objectives. Additionally, Branch Review Specialist recommends corrective actions and improvements. Requires a bachelor's degree. Typically reports to a supervisor or manager. The Branch Review Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Branch Review Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Billing Specialist (Review and Editing)
  • WilmerHale
  • Miamisburg, OH FULL_TIME
  • Tracking Code
    1935-437
    Job Description

    WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Our goal is to reflect the diversity of our clients and the communities in which we practice.

    What You Will Be Doing

    The Proforma Review Specialist is responsible for proforma narrative review and editing for designated client matters to improve bill speed and quality for the firm's most complex and strategically important clients. The Proforma Review Specialist S will also support operations and continuous improvement of matter specific intelligent billing guidance (blocks & flags) to enforce client specific billing guidance and time entry. Additionally, the Proforma Review Specialist will assist with continuous improvement of proforma review techniques and associated time entry best practices based on available technology and lessons learned.

    About This Role

    Client/Matter Proforma Review:

    • Responsible for proforma narrative review and editing for designated client matters to improve bill speed and quality for the firm's most complex and strategically important clients.
    • Follow appropriate proforma review and feedback approach for assigned matters in consultation with the partner/counsel, billing secretary, and Legal Project Managers ("LPMs"). Where possible, standardize the firm approach for narrative review but allow flexibility for unique situations or practice related differences.
    • Support matter intake for each Proforma Review Services ("PRS") assignment to include meeting with partners or counsel to set service expectations.
    • Stay abreast of client outside counsel guidelines associated with PRS matter assignments and work with the LPM team to prepare and update client specific time entry guidance.
    • Support continuous improvement of proforma review techniques and associated time entry best practices (blocks & flags, billing guidance, review technology, rejection analysis) based on available technology and lessons learned.
    • Coordinate with LPMs assigned to supported matters to facilitate oversight and review of narrative edits prior to month end.
    • Analyze and capture baseline metrics to support performance monitoring of each PRS assignment.
    • Create and maintain a database of rejections/problematic narrative language for each assigned client, circulate to other team members.
    • As necessary, meet with partner, secretary, LPM if assigned, and client contact to address write-downs or billing issues that result from rejected narratives, missing timekeepers, etc.

    Firm Time Entry Standards and Education:

    • As required, provide support and assistance to PRS team efforts to develop and document firm-wide standards and best practices for timekeeper narratives entries. This may involve developing materials, delivering training, and coordinating with secretarial resources and other teams.

    Intelligent Billing Guidance (a/k/a Blocks & Flags):

    • Assist with maintaining a catalog for firm, client, and matter blocks & flag tiers. Ensure firm-wide time entry narrative standards are supported by effective blocks & flags.
    • As required, coordinate with LPMs to develop, test, and refine blocks & flags for specific clients and matters. Based on PRS assignments, evaluate the effectiveness of blocks & flag tiers, and provide feedback.

    Continuous Improvement:

    • Assist with continuous improvement of proforma review services and associated solutions - cultivate relationships within Finance, IS, Secretarial, and Matter Management Services to promote organizational change and adoption of PRS services.
    • Maintain a high level of expertise with Proforma Tracker, 3E Time Modify and Intapp Time.

    General:

    • Display professionalism, high quality service and a positive "can do" attitude to internal and external stakeholders of the Firm via electronic and print correspondence, over the telephone and in-person.
    • Ensure client satisfaction by effective and timely communications related to PRS assignments.
    • Assume additional responsibilities as assigned.
    Required Skills
    • Client service focused. Demonstrates flexibility and collaboration when working with various individuals and groups. Excellent interpersonal and communication skills.
    • Strong proficiency with editing, proofreading or document processing.
    • Analytical, problem-solving mindset, keen data insight.
    • Proactive and responsive. Strong multitasking and project management skills and demonstrated abilities to handle multiple projects at a time and tight deadlines required.
    • Ability to work independently with minimal supervision, and to be a cooperative and effective contributor to larger teams.
    • Self-starter able to adapt to change. Ability to exercise good judgment in dealing with ambiguous situations.
    Required Experience
    • 2 or more years' experience with duties described above required.
    • Strong proficiency with computer applications including Microsoft Office products, Excel, Word, PowerPoint, etc.
    • Law firm or other professional services industry preferred.

    Education:

    • Bachelor's degree in English, Communications, Finance, information processing preferred.

    This job description is intended to describe the general nature and level of the work being performed by employees in the position. It is not intended to be a complete list of all responsibilities, duties, and skills for positions. The firm reserves the right at all times, in its sole discretion, to add or subtract duties and responsibilities, as it deems necessary.

    WilmerHale is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, gender identity, national origin or ancestry, age, disability or veteran status, or other protected status.

    Job Location
    Miamisburg, Ohio, United States
    Position Type
    Full-Time/Regular

    Equal Opportunity Employer/Females/Minorities/Veterans/Disability

     

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Proforma Review Specialist
  • WilmerHale
  • Miamisburg, OH FULL_TIME
  • WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government,...
  • 9 Days Ago

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Requirements Review and Depot Determination Analyst
  • Integral
  • Dayton, OH FULL_TIME
  • Overview Requirements Review and Depot Determination Analyst Clearance: Public Trust Location: Wright-Patterson AFB Senior Management Analysts shall have a minimum of ten (10) years or above of manage...
  • 23 Days Ago

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Utilization Review Director, Outpatient Services
  • NewVista Healthcare
  • Dayton, OH FULL_TIME
  • Job description Utilization Review Manager – Outpatient LEORA is currently seeking a qualified Utilization Review Manager for a full time position at our new location in Columbus Ohio. The primary res...
  • 12 Days Ago

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Branch administrator
  • Edward D. Jones
  • New Lebanon, OH FULL_TIME
  • If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve thei...
  • 2 Days Ago

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Branch Manager
  • PNC
  • Liberty, OH FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • 13 Days Ago

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0 Branch Review Specialist jobs found in Dayton, OH area

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Pest Control Specialist
  • Hawx Services, LLC
  • Dayton, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Pest Control Specialist
  • Hawx Services, LLC
  • Miamisburg, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Licensed Pest Control Specialist
  • Hawx Services, LLC
  • Miamisburg, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Licensed Pest Control Specialist
  • Hawx Services, LLC
  • Dayton, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Dayton, OH
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Consumer Loan Sales Specialist
  • OneMain Financial
  • Miamisburg, OH
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly,...
  • 3/26/2024 12:00:00 AM

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Local CDL A or B Driver
  • SRS Distribution Inc
  • Dayton, OH
  • Local CDL A or B Driver page is loaded **Local CDL A or B Driver** **Local CDL A or B Driver** locationsDayton, Oh time ...
  • 3/26/2024 12:00:00 AM

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PARTS SPECIALIST
  • Equipment Depot Inc.
  • Dayton, OH
  • Job Details Job Location Dayton - Dayton, OH Position Type Full Time Job Category Inventory Description POSITION SUMMARY...
  • 3/26/2024 12:00:00 AM

Dayton (/ˈdeɪtən/) is the sixth-largest city in the state of Ohio and the county seat of Montgomery County. A small part of the city extends into Greene County. The 2017 U.S. census estimate put the city population at 140,371, while Greater Dayton was estimated to be at 803,416 residents. This makes Dayton the fourth-largest metropolitan area in Ohio and 63rd in the United States. Dayton is within Ohio's Miami Valley region, just north of Greater Cincinnati. Ohio's borders are within 500 miles (800 km) of roughly 60 percent of the country's population and manufacturing infrastructure, making t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Specialist jobs
$48,462 to $63,016
Dayton, Ohio area prices
were up 1.3% from a year ago

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