Senior Specialist, Client Processing
About The Position
In this role, you’ll make an impact in the following ways: Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue. Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner. Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves complex problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Provides support to lower level client processing roles. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions. Contributes to the achievement of related teams objectives
Requirements
- Bachelors degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience is preferred.
- Experience in brokerage processing preferred.
- Applicable local/regional licenses or certifications as required by the business.
- Prior loan operations experience in a financial service setting preferred
- Detail oriented
- Excellent verbal and written communication abilities
- Ability to self-manage, prioritize, and execute workload
- Familiarity with technical applications to include, but not limited to, Microsoft Office applications
Responsibilities
- Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
- Manages moderate to complex external client issues.
- Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.
- Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner.
- Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
- Solves complex problems based on an understanding and knowledge of the intricacies of the system.
- Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Provides support to lower level client processing roles.
- May be responsible for allocating and checking work of other team members.
- May be responsible for specific supervisory review, training and approval actions.
- Contributes to the achievement of related teams objectives
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- 401(k) plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
