Senior Operations Professional processing financial transactions accurately for high-priority clients in a diversified financial services company. Managing high-volume caseload and implementing process improvements.
Responsibilities
Independently process, reconcile and/or balance for the assigned product according to department policy and procedures
Research and respond to more complex issues escalated from operations teams
Take a lead role in communicating resolution status updates to appropriate parties
Identify process improvements and implement solutions as appropriate
Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.
Effectively manage a high-volume caseload to ensure that all issues are resolved quickly and accurately.
Process transactions, including both routine and sophisticated, involving high-priority accounts in a timely, efficient, and accurate manner.
Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
Participate in various team or department project requests, as assigned.
Requirements
Education: High school or GED
Experience: 3-5 years of relevant experience
3+ years of operations, processing, or customer service experience
Proven ability to research and resolve issues, with demonstrated analytical and problem-solving skills
Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy
Effective written and verbal communication skills with the ability to understand and communicate complex issues.
Product-specific or financial services industry experience.
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