Finance agent job description
Example finance agent requirements on a job description
- Bachelor's degree in finance or related field
- 3+ years of experience in financial services
- Familiarity with financial software and databases
- Proficiency in MS Excel, Word, and PowerPoint
- Valid driver's license and reliable vehicle
- Strong problem-solving capabilities
- Excellent communication and interpersonal skills
- Ability to work independently and in a team setting
- Organizational, time management, and multitasking skills
- High level of professionalism and attention to detail
Finance agent job description example 1
Genesis10 finance agent job description
Responsibilities: Design, development, and support of Equity Derivative infrastructure
Focuses on owning and driving the discussion/work stream and working with business and technology other stakeholders in identifying solutions
Facilitate design review sessions with technology teams within Equity Linked Technology and other tech partners
Execute on all facets of delivery to the Equity Linked Technology User community from discussions with users shaping deliverables through to the production release of functionality
Demonstrations of new functionality to business and technology users
Design of test strategy including preparing test cases, as required
Work closely with the business and technology teams to gather testing requirements and acceptance criteria
Coordinate UAT activities, releases, and migration events
Tracking of defects and progress of resolution
Escalation of issues in a timely manner
Produce system and process documentation
Ensure adherence to audit and operational standards
Requirements: Hands-on experience and in-depth knowledge of Python Application development (5+ years)
Problem-solving skills with an ability to address performance issues
A flexible, "can do " attitude; comfortable working in a fast-paced environment with frequent release cycles and rapidly changing priorities
The ability to effectively communicate within a multi-disciplined team, across multiple locations and time zones, and to interact with various technology partners
Able to work as a W2 employee of Genesis10 (no Corp-to-Corp)
Desired Skills: Java, real time messaging, SQL experience preferred
An understanding of Equity derivative business and Quartz application development
Working experience with complex systems (grid, object-oriented database, Oracle, etc.)
If you have the described qualifications and are interested in this exciting opportunity, please apply!
About Genesis10:
Genesis10 is a leading U.S. business and technology consulting firm with hundreds of clients needing proven talent and solutions to power their strategic initiatives. If you are a high performing business or IT professional with solid, referenced experience, we want to meet you. Genesis10 recruiters and delivery professionals are highly accomplished career advocates, who get to know you beyond your resume to position you with the opportunities that fit your skills, experience and aspirations. We have benefit options to fit your needs and a support staff that works with you from placement throughout your engagement project after project. To learn more about Genesis10 and to view all our available career opportunities, please visit us at www.genesis10.com. "Genesis10 is an Equal Opportunity Employer, M/F/D/V
Finance agent job description example 2
Radius finance agent job description
Schedules during training and after training are Monday through Friday 10am to 7am!
Summary
The Financial Care Agent is responsible for effectively negotiating the resolution of past due accounts while providing a high level of customer satisfaction, by providing a professional, positive, and empathetic experience to each consumer engagement, as well as adhering to all applicable company, client, and regulatory requirements.
Essential Functions
• Meet or exceed productivity goals established by the Client and Company
• Efficiently manage customer accounts and file records according to Company and Client work standards:
o Efficiently handle and maintain customers’ accounts
o Accurately and thoroughly update and document account notes
o Use probing questions to assess the consumer’s situation and assist with resolving issues according to client’s work standards
o Negotiate for payment arrangements on delinquent accounts
o Quickly make knowledge-based decisions to resolve the related issues
• Stay abreast of daily and weekly Operations news and information; acknowledge receipt and understanding of policy and procedure updates
• Complete all assignments as required or requested by Operations management
• Maintain knowledge, understanding, and compliance with all federal, state, and local laws and regulations within functional area and with Client policies and procedures
• Communicate professionally and appropriately with clients, consumers, co-workers, and management
• Meet required criteria for work schedules and adhere to attendance policies as outlined in the Employee Handbook and site policies and procedures
• Keep up-to-date knowledge, understanding, and compliance with governmental laws and regulations within functional area and with Company policies and procedures
• Maintain regular attendance and timeliness which are required due to the production-based nature of the business and client requirements
• Adhere to all Company and customer confidentiality and security policies and procedures
Non-Essential Functions
• Perform other duties and special projects as assigned
Supervisory Responsibilities/Accountabilities
• This position does not require Supervisory Responsibilities/Accountabilities
Requirements
• High School Diploma or General Educational Development (GED) certificate
• 6 or more months of applicable customer service or related experience
• Proficient computer skills, including utilization of computerized collections software programs. Experience with spreadsheets and automated systems
• Excellent customer service skills, including strong problem solving and negotiating skills, interpersonal, written, and oral communication skills. Ability to listen, communicate (written and verbal). Close attention to detail
• Ability to work independently, self-starter, energetic, demonstrate good common sense, ethical and sound judgment
• Must adhere to all Company, Client and Consumer confidentiality and security policies and procedures
Physical Requirements
While performing the duties of this job, the employee is regularly required to talk, type, see, and hear while using a computer for periods of time. The employee frequently is required to multi-task (e.g., talk and type simultaneously). The typing aspect of the job requires the employee to reach with hands and arms; and use hands and fingers to handle/feel the keys. The job requires extensive use of keyboards and computers.
Working Conditions
Work is generally performed within an indoor office environment utilizing standard office equipment. Desk setting inbound call center/cubicle
Position Type/Expected Hours of Work
Some flexibility in hours allowed but must be available during the department’s scheduled hours and guidelines, which include at least one or two evening and/or weekend shifts. Full-time employees must maintain continuous full-time employment status. Because of the production-based nature of the job, employees must be able to adhere to their schedule and attendance policies.
EEO/Veteran/Disabled