Performs onboarding and maintenance of highly detailed documents or client account information for accuracy and completeness.
Reviews risk assessments for each request type and applies risk mitigation steps following established guidelines and procedures.
Performs moderate levels of research and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary.
Responds to internal business partner inquiries about errors or reporting through phone and email, and escalates complex issues to leadership as needed supporting operational efficiency and quality client service.
Independently manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work.
Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational.
Requirements
Minimum of 1 year experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work.
Must have a demonstrated history of handling heavy caseloads and executing tasks within a 48-hour turnaround deadlines.
Experience following standard operating procedures, finding errors and working with partners to resolve issues.
Experience using multiple systems and applications to complete individual tasks accurately and efficiently.
Experience interacting with partners via phone and email and showing strong written and verbal communication.
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.