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Front Office, Off Ssgm Client Reporting
2 weeks ago
Oversee the daily, weekly, monthly, quarterly, annual and ad hoc report execution and delivery being performed by SF Client Reporitng team.
Check for completeness, accuracy and timely delivery.- Oversight Monitoring for Agency Lending Client Activity - Generate and review oversight reports, assess if action is needed, and take action accordingly. Liaise and follow up with SF Operations, Client Onboarding, Data Control and other groups to confirm action has been taken. Communicate with CSS and Relationship Management.
- Audit Responses - Review audit request, extract data and/or reports to meet audit request, compile and send to CSS or Relationship Management for review and delivery.
- MYSS Administration - Support all MYSS related administration requests across SSGM products, including client set up on MYSS, external user ID administration, report mapping, creating reports and report/data file delivery using iDeliver.
- Management/Metrics Reporting - Collect data from global SSGM onboarding teams, sharepoint and/or onboarding tools. Review and compile data set, and create weekly and monthly reports across SSGM products for CSS and management review.
- Production Check Out for MYSS monthly releases - Conduct basic regression testing of the Agency Lending content area on MYSS during MYSS monthly release that occurs over weekends.
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