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Skills
Centralized Operations/Managementunmatched
Continuous Improvementunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Identify Issuesunmatched
Mail Processingunmatched
Maintain Complianceunmatched
Onboardingunmatched
Operational Supportunmatched
Operations Processesunmatched
Problem Solving Skillsunmatched
Procedure Developmentunmatched
Record Keepingunmatched
Regulationsunmatched
Resolve Customer Issuesunmatched
Returns Processingunmatched
Support Documentationunmatched
Description
- Support client account documentation and servicing activities while ensuring compliance with internal policies and industry regulations.
- Act as a liaison between field/branch teams and centralized operations to resolve account and documentation issues.
- Process returned mail, batching, scanning, and related document handling activities.
- Provide phone and email support for operational and compliance-related inquiries.
- Review, update, and maintain client account records to ensure accuracy and regulatory compliance.
- Prepare and distribute required client communications and regulatory mailings.
- Troubleshoot basic system and process issues and escalate when necessary.
- Support onboarding, training, and guidance for internal users on operational systems and procedures.
- Assist with continuous improvement initiatives by providing feedback on workflows and processes.
- Follow established procedures to complete routine and non-routine operational tasks under general guidance.
Numbers & Facts
| Location | St Petersburg, FL |