Back Office Closing Specialist

Williston Financial group • Rockwall, TX

1d • Onsite

About The Position

The Back Office Closing Specialist is responsible for processing all directed orders effectively and accurately based on business rules provided.Essential Job Functions: Process order requests in ResWare within defined timelines. Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. Respond to all questions and requests associated with the transaction in a timely and helpful manner. Provide a very high level of customer service to all parties involved in the transaction. Emails returned within Client and Company service level agreements. Report issues and inconsistencies with processes provided.

Requirements

• Strong communication skills; written, in person, and by phone.
• Must have ability to consistently meet deadlines, demonstrate strong follow through, and to follow departmental procedures.
• Detail orientated.
• Willingness and ability to learn new process and procedures quickly, while applying feedback to improve overall company performance.
• Keen sense of urgency.
• Self-motivated.
• High level of time management skills.
• Experience working fast paced growing, high energy company.
• Strong typing skills with high accuracy and speed, minimum of 50 WPM.
• High School Diploma or equivalent.
• Ability to work in a paperless environment.
• At least one year experience in a general clerical role that includes typing, word processing or other experience with computer applications.
• Strong knowledge of Microsoft Office Applications.

Responsibilities

• Process order requests in ResWare within defined timelines.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Respond to all questions and requests associated with the transaction in a timely and helpful manner.
• Provide a very high level of customer service to all parties involved in the transaction.
• Emails returned within Client and Company service level agreements.
• Report issues and inconsistencies with processes provided.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED