Clerical Opportunity (Bank/Financial/Contracts)
Position Summary:
This resource will be going through databases and lists and validating customer account information (did we do this on an account, etc?). Search and find (research), and funneling to supervisor or manager. Going through accounts in a list format.
o Validate customer account information
o Analyze customer account data to determine account status
o Promptly reports/refers sensitive and complex issues to the Inventory Control Team Leader.
o Documents all activities in a clear and concise manner using the appropriate systems and in accordance with established procedures.
Qualifications
o Must be able to work 8am-5pm, but be flexible to do 7-4 or 7:30-4:30, etc
o Intermediate Excel Experience REQUIRED
o Previous Banking Experience highly preferred
o Professional demeanor – will be working and interacting with up to 125 other associates and managers within the department.
o Strong written and verbal communication required
o Ability to work independently
o Attention to detail – A must. Will be handling high volume of auto finance contracts and vehicle information
o Ability to thrive in a compliance-based environment
o Ability to multitask and be flexible with a high volume of workloads
o Experience in an administrative, reporting or high volume production environment (i.e., insurance
o Financial, Banking, Contracts experience is highly preferred
o Previous phone based customer service, financial, or banking experience handing high volume phone calls while working in multiple systems.
Additional Information
Shifts vary with the potential for overtime and Saturday hours depending particular site needs. Some initial travel (up to 15%) may be required to assist with centralization efforts.