Job Summary Facilitate movement of asset and/or process through established steps to completion and/or closure. Essential Functions/Performance Dimensions and Tasks The essential functions of the position include, but are not limited to: Task Management Manage portfolios, tasks or assignments through queue to completion Escalate issues to proper department or supervisor for resolution Review and process documentation received Coordinate completion of tasks with team members Approve items in scope of authority for completion Update client and company systems as required Customer Service Respond to client’s requests or questions via phone, email, portal or fax Correspond with vendors, clients or customer liaisons Train vendors, clients or customers on processes if part of internal process Quality Assurance Validate information received for correctness and track errors Review and complete projects to evaluate and improve quality Report potential risks, regulatory or investor changes Other functions, duties, and tasks as assigned Management retains the discretion to add to or change the duties of the position at any time.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED