דרושים Mail Processing ב-United States, Florida, Jacksonville

This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Recording/Organizing Information
• Written Communications
• Account Management
• Analytical Thinking
• Prioritization
• Collaboration
• Mentoring
• Research
• Result Orientation

LOB Job Description:

The Perform Bookkeeping and Deposit Checks for Merrill Clients team supports the deposit of checks into Merrill brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for Merrill brokerage accounts. This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include processing mail (including deposits) and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Required Skills:

• Attention to Detail
• Effective Written Communications
• Recording/Organizing Information
• Adaptability
• Accountability
• Prioritization
• Research
• Risk Management

• Oversee processors' timely collection and submission of project documents to PAG Underwriting.
• Ensure accurate and timely input of information in all applicable systems.
• Work closely with PAG Underwriting, Operations, and Sales Partners.
• Implement performance plans to achieve monthly and annual goals.
• Develop the skills of subordinates through goal-setting, delegation, training, counseling, and performance management.

• Minimum 1 year of experience as a manager or supervisor.
• Minimum 2 years of experience in the mortgage lending business.
• Excellent analytical and decision-making skills.
• Strong verbal and written communication skills.
• Ability to communicate well in difficult situations.
• Strong negotiation skills.
• Strong computer skills, familiar with Microsoft Windows and Office software.
• Adhere to turn time commitments in a high-volume environment.
• Excellent teamwork orientation and ability to work independently in a fast-moving environment.

• College 4-year degree preferred.