Overview
This position supports products and services within the Retail Credit Underwriting group, in the execution of daily operating activities. Works directly with individuals to address issues and respond to inquiries. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests.
This person can sit in Raleigh, NC, Columbia, SC, or Miami, FL with remote options available
Responsibilities
Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs routine data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.Operations - Performs various operational tasks that occur during customer, vendor, and associate inquiries.Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution.Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.Qualifications
High School Diploma or GED and 2 years of experience in Operations, or Support, or Customer Service
Required Qualifications:Financial operations, support, or customer service backgroundExposure to tax returns and financial documents Ability to multi-taskExcellent customer service skillsStrong experience answering questions and concerns via phone