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Job Description

P40 Quality Control Agent Job Description

Job Title

Quality Control Agent

Reports To

Blake Harvey

Weekly Hours

Mon – Fri; 8am – 5pm (nights/weekends as needed)

Department

Accounting

Prepared By

Blake Harvey

Date

7/7/2026

Position Overview

A Quality Control Agents are tasked with ensuring that the P40 operating system matches the operating systems of our clients. Agents are responsible for reviewing and updating account statuses, locating any payments received by clients but not received by P40, and helping the accounting department with any tasks/projects that need extra attention.

Principle Responsibilities

Ensure that accounts are finalized in Salesforce and that each account matches the accounts in our different clients' systems.

Agent reviews/updates account statuses in Salesforce to ensure that they are in the correct stage

QC Agents go into different systems and locate any direct payments that have been sent to lenders but have not been received by P40. If a payment is found, they make a note of the payment and....

Agents are responsible for helping the accounting department with prepping/posting checks when necessary

Principle Objectives and Expectations

Objective: Ensure that all accounts in P40’s Salesforce match the accounts in the systems of our clients and track/find any payments that have been received by clients but not yet received by P40.

Agents are expected to be very accurate when changing account statuses

Agents are expected to look through clients’ systems diligently to locate any missing payments to P40

Experience

Experience working in accounting/finance is a plus

Experience navigating and working with Salesforce

Experience working on tedious/repetitive tasks is preferred

Education

Minimum Requirement: High School Diploma or GED

Education/degree in accounting or finance fields is a plus

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