The Sr. Specialist, Small Business & Consumer Operations performs a wide variety of service and operational duties in support of consumer operations. They monitor, report and plan process improvement or redesign initiatives, and makes recommendations on changes. The Sr. Specialist administers company policies, procedures, manuals, and systems to determine and establish appropriate controls. Provides outstanding customer service efficiently, effectively and within regulatory guidelines. Performs complex account maintenance transactions and modifications. Apprises manager of issues and problems relating to regulatory and compliance matters, documentation, and efficiency so corrective action can be taken. Assists in the training of the servicing staff team. Point person for all account modifications and maintenance activities; including oversight and completion of research requirements. Responds to customer inquiries and resolves complex problems and issues. Coordinates and performs monthly, quarterly, and annual departmental reporting. Represents department on cross-functional project teams. Ensures effective and timely completion of special projects as assigned. Contributes to effective department workflow. Develops, documents, and implements departmental procedures and reports. Reviews, audits, and provides quality control oversight of account data to ensure the accuracy of entered on the Banks core account system. Conducts timely reconciliations and balancing of departmental G/L accounts. Works with manager to ensure timely and accurate consumer operations practices.
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Career Level
Mid Level
Education Level
Bachelor's degree
Number of Employees
5,001-10,000 employees