AFCO Direct Operations Specialist

Truist Bank • Lake Forest, IL

7d • $45,760 - $53,000 • Onsite

About The Position

Provide support to the Operations area through numerous functions. Areas of support include electronic funds transfer (EFT) payment processing, review and mailing of refund checks, optical imaging process, storage of documents, handling of incoming and outgoing mail, reconciliation of return mail and correspondence discrepancies and data keying.

Requirements

• High School diploma or equivalent
• Excellent data entry skills
• Attention to detail, ability to multi-task and meet deadlines
• Ability to execute sound judgment based on knowledge and experience
• Good written and verbal communication skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• English language fluency

Nice To Haves

• Two years of administrative support experience
• Two years of experience in Premium Finance or lending industry

Responsibilities

• Process new business contracts through an electronic work queue by data keying pertinent contract information and answering visual questions relating to each contract prior to booking.
• Handle incoming mail: retrieve from post office, open, sort and route to the proper departments. Handle outgoing mail: fold, stuff and meter and deliver to post office all outgoing mail.
• Review, handle and reconcile requests sent to the ADMIN mailbox from customers.
• Review for completion and proper entry of customer banking information for all EFT payments.
• Reconcile Insured return mail by contacting Insured's for updated information and/or address corrections from statement coupons.
• Data key new loan contracts to account system.
• Obtain and update policy numbers by contacting agents/markets for information.
• Prepare, scan, index and store contracts, correspondence and other documents into the optical imaging system.
• Review, sort and mail all system generated refund checks to the appropriate party. Obtain required approval for checks over established thresholds.
• Review and correct certain correspondence discrepancies from carriers, brokers and agents.
• Maintain office inventory and initiate payment of various vendor bills through OneStop.

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• vacation
• sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

What This Job Offers

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