Administrator jobs in United States, Florida, Jacksonville

Job Description:

Job Description:

Primary responsibility to obtain and review insurance documentation in accordance with Bank policies and procedures, and to ensure lien perfection. Interfaces with insurance agents, line partners, and clients to ensure world-class documentation accuracy. Maintains primary responsibility for accuracy of insurance documentation and SOR tracking data, timely delivery of documents, and elimination of controllable re-work. Post funding analysis of insurance requirements, timely processing/resolution of insurance exceptions, and monitoring system of record for upcoming expirations of insurance policies, acting to extend or obtain renewals of the items prior to their expiration. Maintains ticklers on systems of record for these items. Acts to resolve exceptions related to insurance requirements.

Responsibilities:

• Generate Insurance requirement and approval letters and send to client/agent/broker.

• Maintain production pipeline and insurance document checklist.

• Receive/Review incoming insurance policies for compliance with bank and federal guidelines.

• Contact client/agent/broker to resolve items out of compliance.

• Gives technical advice and guidance to business units and interdisciplinary teams on a project.

• Work in a paperless environment and adhere to compliance guidelines.

• Professional and positive team player, with ability to promote collaboration, and communicate with impact.

• Learn and adapt quickly, hold self and others accountable for high performance standards.

Requirements:

• Minimum of 2 yrs. of Commercial Insurance experience

• Must know BOA platforms/systems (SharePoint, LoanIQ, CTS, Credit Center, CARMA, EDR, Genesis) with understanding of commercial property and casualty insurance requirements.

• Strong verbal and written communication skills.

• Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.

• Effective prioritization of multiple tasks, balancing quality and productivity.

• Proficient time management and attention to detail

• Data collection and entry

Additional Requirements:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

• Excels in working among diverse viewpoints to determine the best path forward.

• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

• Commitment to challenging the status quo and promoting positive change.

• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Description:

Job Description:

Primary responsibility to obtain and review insurance documentation in accordance with Bank policies and procedures, and to ensure lien perfection. Interfaces with insurance agents, line partners, and clients to ensure world-class documentation accuracy. Maintains primary responsibility for accuracy of insurance documentation and SOR tracking data, timely delivery of documents, and elimination of controllable re-work. Post funding analysis of insurance requirements, timely processing/resolution of insurance exceptions, and monitoring system of record for upcoming expirations of insurance policies, acting to extend or obtain renewals of the items prior to their expiration. Maintains ticklers on systems of record for these items. Acts to resolve exceptions related to insurance requirements.

Responsibilities:

• Generate Insurance requirement letters and send to client/agent/broker.
• Receive/Review incoming insurance policies for compliance with bank and federal guidelines.
• Contact client/agent/broker to resolve items out of compliance.
• Gives technical advice and guidance to business units and interdisciplinary teams on a project.
• Maintain systems of record for continued monitoring of insurance.
• Work in a paperless environment and adhere to compliance guidelines.
• Professional and positive team player, with ability to promote collaboration, and communicate with impact.
• Learn and adapt quickly, hold self and others accountable for high performance standards.

Requirements:

• Must know BOA platform system knowledge (LoanIQ, CTS, EDR, Genesis) or understanding of commercial property and casualty insurance requirements.
• Strong verbal and written communication skills.
• Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.
• Effective prioritization of multiple tasks, balancing quality and productivity.
• Proficient time management and attention to detail

Additional Requirements:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

High School Diploma / GED / Secondary School or equivalent

Specialized Fiduciary Administrator II (SFA II), Fiduciary Tax Services (FTS)-

This job is responsible for providing administrative support to our Fiduciary tax accounting team, conducting routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, ordering supplies, making and answering telephone calls, writing routine letters/emails and other tasks as required to administer accounts and service client needs. Job expectations may include leading or participating in projects, preparing reports and conducting research, and acting as a point of contact for clients and internal/external partners.

Responsibilities:

• Manages all administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies such as equipment
• Oversees and provides guidance on day-to-day activities of the team
• Oversees incoming and outgoing mail, while managing and overseeing a centralized mailbox for accounts
• Addresses client issues and concerns in partnership with the Specialized Fiduciary Officers, while adhering to the bank's policies and procedures

Skills:

• Attention to Detail
• Business Continuity Management
• Problem Solving
• Process Simplification
• Risk Management
• Account Management
• Active Listening
• Administrative Services
• Client Management
• Referral Identification

High School Diploma / GED / Secondary School or equivalent