Small Business Operations Specialist

1 dia atrás

Cuiabá, Mato Grosso, Brasil beBeeOperations Tempo inteiro US$33.000 - US$52.000

Job Title: Small Business Operations Specialist

Job Summary:

This role is responsible for delivering high-quality work products within tight timeframes. The incumbent will ensure that the final product complies fully with operational requirements.

Key Responsibilities:
  • Reviews customer account instructions to ensure proper documentation is attached.
  • Verifies accuracy of transaction details for account transactions, fees, rates, spreads, and instruction.
  • Ensures all agreed checks in pre-processing/processing are strictly carried out.
  • Ensures emails and customer requests are responded to completely, comprehensively, and immediately.
  • Participates in team meetings and ensures implementation of agreed action points.
  • Researches the unit's Suspense Account entries to determine which entries are unapplied loan payments.
  • Processes loan confirmations for loan transactions and remits confirmation to the customer as required.
  • Supports implementation of key projects.
  • Updates control sheet and reconciles the daily instructions.
  • Ensures timely escalation to Management of any exception noticed related to work and environment.
  • Ensures timely archival of records with service provider and proper maintenance of inventory of archived records.
Requirements:
  • Bachelor's Degree or equivalent work experience: Finance, Business, or equivalent field.
  • 0+ Years In same or similar role.
  • Knowledge of regulatory guidelines (residential mortgage; consumer; commercial).
  • Ability to initiate, develop, and implement projects and procedures.
  • Basic knowledge of lending procedures and regulations.
  • Ability to handle multiple tasks while maintaining strong attention to detail.
  • Strong interpersonal skills (written and oral).
  • Demonstrated ability to understand and interpret compliance regulations.
  • Ability to deal with customers effectively.
  • Ability to meet deadlines.
  • Strong organizational and analytical skills.
  • Ability to develop and implement goals and objectives.
  • Thorough knowledge of a variety of software programs (particularly Excel, Word, and PowerPoint).

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