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Process Associate
7 days ago
SUMMARY
The team members primary responsibility is to perform tasks associated with specific team such as Clickpay Bank Changes and RentRolls but could include other teams within Payments.
The role involves tasks like performing tasks which require detail-oriented people with the ability to look at the bigger picture.
PRIMARY RESPONSIBILITIES
- Assist in daytoday Operations tasks, such as: Processing check 21 adjustments, Activations, bank changes, exceptions, audits
- Build on the process knowledge continuously and scale up to handle at least more than 2+ tasks apart from Primary Task
- Responsible for resolving problems of low complexity
- Report daily, weekly and monthly to management as needed.
- Report customer issues to Supervisor for entry into tracking system
- Report daily, weekly and monthly to management as needed
- Communicate and document abnormal issues to the Supervisor.
- Additional duties as required
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
- Graduate with at least 01 years of experience in BPO.
- Bachelor's Degree majoring in Accounting, Computer Science, Finance, Information Science, Business Management, or similar field required.
- Prior insurance experience with a demonstrated responsibility for exercising judgment and decisionmaking skills.
- Basic to intermediate knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
- Verbal and written communication skills
- Must possess good operational behavior, time management skills and strong attention to detail
- Ability to work with little supervision, but knowing when to escalate problems to management
- Ability to recognize and escalate situations as deemed necessary
- Demonstrate consistent judgment
- Ability to work after regular business hours as needed to guarantee deliverables are met
- Ability to work US business hours
- Reliable and dependable
- Ability to adapt to change
- Relevant experience in Insurance processing and/or financial services
- Basic knowledge on MS Excel
- Experience with Salesforce and SharePoint
- Experience within the multifamily industry is desired
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