Job Description
Day-to-Day Responsibilities
In this role, you will manage various documentation processes, including handling incoming and outgoing correspondence such as mail and faxes. You will support both client service teams and operations personnel by verifying the accuracy of client documents, recording account activities, and ensuring the submission of correct forms for processing. Communication with clients will be a key part of your duties, requiring both written and verbal interactions to address documentation needs.
Skills Required
In this role, you will manage various documentation processes, including handling incoming and outgoing correspondence such as mail and faxes. You will support both client service teams and operations personnel by verifying the accuracy of client documents, recording account activities, and ensuring the submission of correct forms for processing. Communication with clients will be a key part of your duties, requiring both written and verbal interactions to address documentation needs.
Skills Required
- Educational background in finance or a related field.
- Strong analytical skills and logical reasoning.
- Exceptional organizational skills and keen attention to detail.
- Proficiency in customer service.
- Experience in loan processing is beneficial, with servicing experience as an added advantage.
- Advanced Excel skills and the ability to maintain high accuracy.
- Capability to prioritize and manage tasks effectively under pressure, with the initiative to seek guidance when necessary.
- Proficient in MS Word and database management.
- Solid understanding of the financial services sector.
- Ability to quickly learn and juggle multiple detailed tasks simultaneously.
- Flexibility in task assignments and strong problem-solving skills.
- Ability to work autonomously.
- Excellent written and verbal communication abilities.
Numbers & Facts
| Location | Baltimore, MD |
| Industry | Staffing/Employment Agencies |
| Company Size | 50 to 99 employees |
| Year Founded | 2002 |
| Website | https://phaxis.com/ |
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
Skills
- Analysis Skillsunmatched
- Communication Skillsunmatched
- Customer Service Operationsunmatched
- Customer Support/Serviceunmatched
- Database Administrationunmatched
- Detail Orientedunmatched
- Document Managementunmatched
- Documentationunmatched
- Establish Prioritiesunmatched
- Fax Machinesunmatched
- Financeunmatched
- Financial Servicesunmatched
- Loan Operationsunmatched
- Loan Processingunmatched
- Mail Processingunmatched
- Microsoft Wordunmatched
- Multitaskingunmatched
- Operational Auditunmatched
- Organizational Skillsunmatched
- Presentation/Verbal Skillsunmatched
- Process Managementunmatched
- Writing Skillsunmatched
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