About The Position

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.

Requirements

  • Bachelor's Degree or equivalent work experience in Finance, Business or equivalent field.
  • 3+ Years Consumer operations experience, preferably in a lending/banking or financial services environment.
  • Knowledge of regulatory guidelines, specifically consumer.
  • Ability to initiate, develop, and implement projects and procedures.
  • Basic knowledge of lending procedures and regulations.
  • Ability to handle multiple tasks while maintaining strong attention to detail.
  • Strong interpersonal skills (written and oral).
  • Demonstrated ability to understand and interpret compliance regulations.
  • Ability to deal with customers effectively.
  • Ability to meet deadlines.
  • Strong organizational and analytical skills.
  • Ability to develop and implement goals and objectives.
  • Thorough knowledge of a variety of software programs (particularly Excel, Word, and PowerPoint).

Nice To Haves

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience in Microsoft Office products.

Responsibilities

  • Monitor, report and plan process improvement or redesign initiatives.
  • Administer company policies, procedures, manuals, and systems.
  • Provide outstanding customer service efficiently and effectively.
  • Perform complex account maintenance transactions and modifications.
  • Apprise manager of issues and problems relating to regulatory and compliance matters.
  • Assist in the training of the servicing staff team.
  • Oversee and complete research requirements for account modifications.
  • Respond to customer inquiries and resolve complex problems.
  • Coordinate and perform monthly, quarterly, and annual departmental reporting.
  • Represent department on cross-functional project teams.
  • Ensure effective and timely completion of special projects.
  • Contribute to effective department workflow.
  • Develop, document, and implement departmental procedures and reports.
  • Review, audit, and provide quality control oversight of account data.
  • Conduct timely reconciliations and balancing of departmental G/L accounts.

Benefits

  • Base Pay Range Minimum: $36,000.00 USD
  • Base Pay Range Maximum: $58,000.00 USD

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What This Job Offers

Career Level

Mid Level

Education Level

Bachelor's degree

Number of Employees

5,001-10,000 employees

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