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In this role, the Client Processor will perform routine and non-routine client service and transactional support functions. The position involves providing analytics and reporting services, with a focus on improving and automating transaction processing systems. The role also includes advising teams to ensure timely service delivery and participating in product development and system testing for high-value transactions.
Job Responsibility:
Perform routine and non-routine client service and transactional support functions
Provide analytics and reporting services to improve and automate transaction processing systems
Advise organizational units and teams to ensure timely delivery of service and resolution of issues
Participate in product development, enhancement, and system testing to ensure efficient processing of high-value transactions
Requirements:
A bachelor's degree or the equivalent combination of education and experience is required
A total of 3-5 years of work experience is preferred
Familiarity with technical applications, including Microsoft Office applications like Word, is required
Detail-oriented approach to tasks
Excellent verbal and written communication abilities
Ability to self-manage, prioritize, and execute workload effectively
Experience in brokerage processing is preferred
Prior loan operations experience in a financial service setting is preferred
Applicable local or regional licenses or certifications as required by the business
Nice to have:
Experience in brokerage processing is preferred
Prior loan operations experience in a financial service setting is preferred
Applicable local or regional licenses or certifications as required by the business
What we offer:
Medical insurance
Dental insurance
Vision insurance
401k retirement plan
Paid holidays
Sick leave in accordance with applicable state or local law
Employee stock purchase program (ESPP)
401K program with company match after 12 months of tenure
Health Savings Account (HSA) on the HDHP plan
SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
Corporate discount savings program and other discounts
On-demand training program
Access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure
Certification discounts and other perks to associations that include CompTIA and IIBA