Bank Of America Settlement Officer Estate 

United States, Rhode Island, Providence 

74316645

Accountable for administering modest book of smaller and/or uncomplicated probate estates and/or terminating trusts requiring technical experience and knowledge in estate and trust administration. Responsible for assisting senior officer(s) with the administration of more complex matters. Responsible for coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, BITS, etc.) to ensure accurate, timely and efficient administration, and to manage risk. Participates in sales calls as needed, offering Settlement expertise. Will involve responsibility for coaching, developing, and mentoring Settlement Administrators. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate.

Skills:

• Account Management
• Collaboration
• Customer and Client Focus
• Oral Communications
• Written Communications
• Attention to Detail
• Decision Making
• Prioritization
• Project Management
• Risk Management
• Active Listening
• Client Management
• Process Simplification
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)