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This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.
Line of Business Description
Opportunity to join Lockbox Exception Queue (EQ) in Chicago. This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.
3rd shift: hours 9:00pm – 5:30am / Thursday – Monday
Responsibilities:
Addresses issues in production proactively and handles complex client escalations
Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
Monitors and reviews documentation requirements
Resolves peer or customer escalations and inquiries
Executes on policies and procedures in connection with firm policies and guidelines regarding document management
Required Qualifications:
PC literate
Ability to work under pressure
Ability to complete work quickly
Ability to work in team environment
Ability to organize and set priorities
Ability to communicate effectively
Detail & Quality oriented
Ability to work with little supervision
Ability to work over when needed
Ability to detect and handle unusual situations
Ability to adapt to new methods in an automated environment
Ability to identify processor and remitter errors
Ability to handle high volumes of work
Good hand eye coordination.
Ability to grasp basic data processing concepts/procedures
Ability to solve problems logically
Ability to maintain minimum production standards
General understanding of Lockbox.
Skills:
Adaptability
Attention to Detail
Business Operations Management
Customer and Client Focus
Policies, Procedures, and Guidelines Management
Collaboration
Issue Management
Organizational Effectiveness
Prioritization
Problem Solving
Confronting Bias
High School Diploma / GED / Secondary School or equivalent
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