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Top 50 Operations, Senior Specialist Skills

Below we've compiled a list of the most important skills for a Operations, Senior Specialist. We ranked the top skills based on the percentage of Operations, Senior Specialist resumes they appeared on. For example, 13.8% of Operations, Senior Specialist resumes contained New Procedures as a skill. Let's find out what skills a Operations, Senior Specialist actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Operations, Senior Specialist

1. New Procedures
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high Demand
Here's how New Procedures is used in Operations, Senior Specialist jobs:
  • Assisted in increasing departmental productivity and customer satisfaction by suggesting new procedures and more efficient processes.
  • Created and updated documentation for new procedures.
  • Conducted ongoing review of procedures to ensure they are up to date as well as writing new procedures as needed/required.
  • Implemented processing enhancements and new procedures which streamlined transaction processing, and reduced risk and errors over 30%.
  • Led internal reviews of procedures and responsible for updating and implementing new procedures to include training of staff.
  • Informed and instructed employees on new procedures and changes to current processes.
  • Review existing procedures and also create and implemented new procedures.
  • Analyzed and suggested new procedures to ensure efficient MSRB reporting.
  • Assist in training new employees and on new procedures.
  • Created and implemented new procedures and policies.
  • Train team on new procedures.

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12 New Procedures Jobs

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2. Ensure Compliance
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high Demand
Here's how Ensure Compliance is used in Operations, Senior Specialist jobs:
  • Provide review of client documents to ensure compliance with regulatory requirements and obtain missing information.
  • Audited processes and procedures while documenting observations to ensure compliance was observed.
  • Direct and coordinate day-to-day operational aspects of the office to ensure compliance with company's policies, directives, and procedures.
  • Collaborated with Pharmacists and Compliance teams for external audits and reviews to ensure compliance with all regulatory policies and procedures.
  • Performed other department functions as it relates to the workout to ensure compliance with investor and company procedures.
  • Prepared commercial loan documentation to ensure compliance with Federal, State and Bank One's lending regulations.
  • Validate signing levels and authority on outgoing wires for home loan financing to ensure compliance.
  • Performed document review and quality control on all documents received to ensure compliance with procedures.
  • Educate fellow co-workers with new procedures and current policy to ensure compliance is followed.
  • Conducted Staff Assistance Visits to ensure compliance and completion of Self Inspection Checklists.
  • Provided support to ensure compliance with company policies as well as state regulations.
  • Authenticated information shown on account applications to ensure compliance with FDIC rules.
  • Oversee team operations to ensure compliance with all industry and company regulations.
  • Audited loan files to ensure compliance with legal department protocol.
  • Reviewed title policies to ensure compliance with corporate guidelines.
  • Gather data and review daily spreadsheet of management fees charged by advisors to ensure compliance and accuracy of client charges.
  • Conducted reporting to ensure compliance standards met for external requirements such as Reg B, OCC and DOJ.
  • Monitor the foreclosure process of defaulted mortgages to ensure compliance with the various governmental and investor guidelines.
  • Guarantee destruction of files to ensure compliance with retention schedule (i.e.
  • Forecasted equipment to ensure compliance to meet customer demand and deployment schedules.

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51 Ensure Compliance Jobs

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3. Customer Service
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high Demand
Here's how Customer Service is used in Operations, Senior Specialist jobs:
  • Provided quality customer service to internal and external customers by performing testing accurately and timely.
  • Maximized customer service by swiftly answering calls and knowing all pertinent account information.
  • Earned solid reputation for resolving complex issues and providing exceptional customer service.
  • Advanced from Account Specialist/Customer Service Representative to leadership position within two years.
  • Provided exceptional customer service through delivery of the corporate Brand Promise.
  • Provided supervisory support to the retail operations and customer service departments.
  • Answer outbound operation and customer service questions for the distributor, carrier and customer service team on a daily basis.
  • Identified, researched, and resolved technical problems with Collections, accounting, customer service and client account managers.
  • Trained New Sales Employees, operations employees, Customer Service employees, and New Client account managers.
  • Dedicated to providing world-class customer service that will maintain and grow customer's relationship with Chase.
  • Updated and maintained two Reimbursement Systems and oversaw customer service to subsidiaries and third party vendors.
  • Nominated 'Top Dog' award for great leadership, excellent customer service and work ethic.
  • Specialized Customer Service support to major program stakeholders as well as daily end users.
  • Worked closely with Wholesale Customer Service, resolving customer credit and shipment issues.
  • Handled inbound shareholder calls, included elevated calls from customer service reps.
  • Account coding, audit, research and customer service.
  • Engaged in outstanding conflict management of team issues and customer service problems, establishing priorities and acting decisively.
  • Provided telephone customer service to Financial Advisors and over1600 branches for stellar customer service and complex issue resolution.
  • Collaborated cross-functionally, working alongside the customer service team and trade desk to streamline operations.
  • Assist Customer Service Team in account setup,routing and updating customer information.

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487 Customer Service Jobs

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4. Loan Portfolio
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high Demand
Here's how Loan Portfolio is used in Operations, Senior Specialist jobs:
  • Assisted with an integration team to board a sub-prime default loan portfolio from an out-of-state servicing site.
  • Safeguard and protect the Bank's assets as contained in the Loan Portfolio.
  • Process loan payments, disbursements and changes to the loan portfolio accurately.

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1 Loan Portfolio Jobs

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5. Financial Advisor
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high Demand
Here's how Financial Advisor is used in Operations, Senior Specialist jobs:
  • Communicated operational and financial industry policies and procedures to financial advisors.
  • Provide phone support to Licensed Bankers and Financial Advisors for products, processes or follow up on all pending files.
  • Maintain account maintenance requests from banking customers submitted by Licensed Brokers and Financial Advisors in the Chase Banking Branches.
  • Consulted and advised the firm's Financial Advisors on procedures for satisfying various margin and option trading calls.
  • Assigned leads within service levels keeping new business opportunities in front of Financial Advisors and servicing clients.
  • Provide phone assistance to financial advisors, fund liaisons, and clients regarding their mutual fund accounts.
  • Enter security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments.
  • Schedule appointments for the Premiere Manager, Business Relationship Banker, Mortgage Specialist and the Financial Advisor
  • Developed CD distribution to include broker dealers, financial advisors, and par buying institutional clients.
  • Conducted daily review on all incoming and outgoing emails for Financial Advisors and Personal Bankers.
  • Assisted Financial Advisors and their Client Service Associates with back office requests.
  • Act as liaison between Eaton Vance, custodial banks and Financial Advisors.
  • Respond and resolve inquiries from Client Services Group & Financial Advisors.
  • Assist Financial Advisors with knowledge in legal documentation and brokerage processes.
  • Provided ongoing back-office support to over 40 - 50 Financial Advisors.
  • Assist financial advisors with complex research questions involving client accounts.
  • Work closely with and completed requests received from Client Advisors, Financial Advisors, Personal Bankers, and Clients.
  • Assisted Personal Bankers and Financial Advisors in completing urgent requests for the accountholder.

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4 Financial Advisor Jobs

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6. Data Entry
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high Demand
Here's how Data Entry is used in Operations, Senior Specialist jobs:
  • Verified other data entry associates input; corrected as necessary and elevated problematic issues to leadership to avoid customer impact.
  • Document Specialist- Data entry of available documents into company based system for banks to complete refinance.
  • Inputted data entry information using several high profile banking systems.
  • Maintain personal reference manuals for data entry consistency.
  • Discovered solutions to data entry problems.
  • Perform data entry for all EOB's scanned into VICOR along with check keying and encoding all checks imaged during extraction.
  • Prepare general accounting report, ledger posting, heavy data entry, and process electronic funds through automated clearinghouse network.
  • Perform complex data entry at an advance rate of speed with high level of accuracy.
  • Managed active role in closing all deadline gaps for data entry and batch processing.
  • Processed Mutual Fund brokerage transfers and commissions payments while using advanced data entry skills.
  • Perform daily data entry for buys, sells, futures, pricing transactions.
  • Interfaced with data entry and computer room operators, programmers and management.
  • Answer phones, data Entry, and other office duties.
  • Performed data entry functions within the processing platform as needed.
  • Entered all data entry cases in various banking systems.
  • Streamlined data entry and reporting processes.
  • Performed various duties of data entry.
  • Performed data entry and analysis using Bloomberg.
  • Floater/Assisted all areas of the department Consolidated and mailed correspondence to customers Data Entry
  • Account Management Executing and implementing BBVA Compass Bank lockbox operation processes Scanning, sorting Extraction Data Entry Payment processing

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1,376 Data Entry Jobs

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7. Foreclosure
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high Demand
Here's how Foreclosure is used in Operations, Senior Specialist jobs:
  • Interpret revised state laws as it pertains to foreclosure, conducted developmental organization and integration of state regulations.
  • Communicated errors to appropriate personnel for expedited resolution for preventing contested or impaired foreclosure actions.
  • Analyzed financial documents determined customers' ability to pay and or referred accounts to foreclosure.
  • Verify borrowers meet foreclosure state and Federal guidelines.
  • Develop foreclosure analyst's relationships with attorneys.
  • Monitored foreclosure process of defaulted mortgages.
  • Performed research and took actions to resolve Inland Revenue Treasury System and Home Affordable Foreclosure Alternative spreadsheet and system edits.
  • Research the history of a loan and approve payments to associations before, during, and after the foreclosure process.
  • Uploaded documents that have been requested (judgment figures, foreclosure documents, reinstatement figures, payoff quotes etc.)
  • Research Chase owned loans previously owned by mortgage companies who are no longer in business for foreclosure related documents.
  • Review escalated files that are active Litigation to ensure Bankruptcy and Foreclosure policies and procedures are being followed.
  • Determined if the foreclosure proceedings were processed in accordance with applicable state and federal laws.
  • Work closely with attorneys representing Chase to monitor foreclosure sale dates via email and phone.
  • Cross Trained in Pre-Sale Foreclosure/ Capable of performing all functions of the production associates.
  • Work on the Stop/Hold Team processing tasks related to holding/stopping/proceeding on foreclosure loans.
  • Organized and prepared sold foreclosure files to be forwarded to outsourced agencies.
  • Review loans for foreclosure status, title and chain of ownership.
  • Perform internal and external loan audits Foreclosure Referral and Pre-Sale Review of default loans
  • Work as a liaison between Chase & Attorney firms providing guidance through the foreclosure process as necessary .
  • Work with internal/external contacts to ensure loans are placed on hold or foreclosure sale stopped .

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8. Loss Mitigation
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high Demand
Here's how Loss Mitigation is used in Operations, Senior Specialist jobs:
  • Maintained correspondence with customers and third party representatives to facilitate delinquency resolution through loss mitigation, consultation, and collection efforts.
  • Reviewed non-performing loans to determine regulatory and investor requirements are met concerning Loss Mitigation workout options.
  • Utilized different resources and systems to help Loss Mitigation/Bankruptcy customers with any inquiries.
  • Reviewed accounts with Loss Mitigation activity to prevent impaired or contested foreclosure actions.
  • Obtained loss mitigation applications and documents from mortgagor.
  • Calculate forbearance plans and initiated loss mitigation process.
  • Work with Loss Mitigation on making decision on loans to postpone or go to sales.
  • Applied all funds received in relation to various Loss Mitigation workout programs to accounts.
  • Maintained confidential records related to Bankruptcy, Foreclosure, Loss Mitigation, and Collections.
  • Researched loans for possible postponements and sale cancellations based on loss mitigation.
  • Create a Loss Mitigation Affidavit following a state specific set of procedures.
  • Initiate recovery of funds due from Default liquidations and/or Loss Mitigation retention.
  • Ensured closings of EMC, REO and Loss Mitigation workstations.
  • Offer feedback to team leaders in order to better determine opportunities and risks in loss mitigation, revenue and operational efficiencies.
  • Stay in contact With the attorney for the status approval and representatives in Loss Mitigations on the loan.
  • Respond to outsources (attorney's) and internal emails associated with loss mitigation activity.

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9. Special Projects
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high Demand
Here's how Special Projects is used in Operations, Senior Specialist jobs:
  • Participate in various special projects and deals related to Custody operations.
  • Collaborated with company trainer and management on various special projects.
  • Incorporated special projects into monthly work schedule while maintaining monthly deadlines
  • Served as an interim Shipping and Special Projects Department Leader directly managing 6 exempt employees and 94 non-exempt employees.
  • Provided technical assistance with client inquiries and requests; coordinated special projects and reports.
  • Removed daily holds and participated in special projects as needed for upper management.
  • Participated in special projects, training and meetings as directed by management.
  • Participate in special projects, such as monthly and year-end audit preparation.
  • Complete special projects and/or other tasks as assigned by the Supervisor.
  • Research products for implementation into special projects and new processes.
  • Generate reports for Cl-IOC loans and other special projects.
  • Worked Special Projects to assist in the MetLife project.
  • Assist with any Fraud related disputes or special projects.
  • Assisted with audit of accounts other special projects.
  • Assist with database clean-up on special projects.
  • Assist supervisors with special projects.
  • Complete special projects as assigned.
  • Work special projects for management.
  • Key player on special projects team, created reports in Excel and delivered concise, data-driven recommendations at coordination meetings.
  • Processed IRA applications Received bank wires and quality checked daily transactions to FASB Researched special projects as assigned

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38 Special Projects Jobs

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10. EMC
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high Demand
Here's how EMC is used in Operations, Senior Specialist jobs:
  • Performed necessary storage infrastructure maintenance in accordance with EMC and customer's change management policies.
  • Provisioned Storage based on standardized procedures as advised by Solutions Architect, outlined by EMC's best practice.
  • Utilized EMC Performance Manager & StorageScope, using WLA data, to proactively monitor storage array performance.
  • Maintained a portfolio of 4000+ delinquent foreclosure loans for all investors within EMC, WAMU and Chase.
  • Created Alerts in EMC Control Center (ECC) and troubleshoot issues as the alerts are raised.
  • Work non-prime and prime Chase, Washington Mutual, EMC loans through the loss submission process.
  • Configured four VMAX-20K arrays in line with EMC best practices, including virtual provisioning and FAST-VP.
  • Work daily on Countersign Report for WaMu and EMC and send to proper dept.
  • Audited CHASE, EMC & WAMU loans while maintaining high productivity and quality.
  • Worked in the EMC Bidding Department under Loan Servicing and Default.
  • Experienced in working with EMC ATMOS Cloud Technology.
  • Assisted EMC in migrating the data from DMX to VMAX using SRDF.
  • Reviewed WAMU, EMC, and Chase loans.
  • Administered and tested Disaster Recovery solutions for selected business applications using EMC RecoverPoint for CLARiiON storage arrays.
  • Managed EMC Connectrix fiber channel directors in support of redundant storage network topology.
  • Perform presale loan service audits on default Washington Mutual, Chase, and EMC loans.
  • Configured and implemented EMC RecoverPoint replication between an EMC Symmetrix VMAX for different hosts.
  • Supported storage and backup solutions using EMC/Pure storage, Commvault backup infrastructure.
  • Allocated Storage from CLARiiON series using EMC Navisphere Manager and NaviSecCLI.
  • Allocated storage from EMC CLARiiON storage arrays to Windows/ESX servers using EMC ControlCenter, Navisphere & Unisphere Manager.

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4 EMC Jobs

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11. Subject Matter
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high Demand
Here's how Subject Matter is used in Operations, Senior Specialist jobs:
  • Served as the retirement plans subject matter expert for the transfer agency enabling customer service representatives to properly inform shareholders.
  • Subject matter expert in the maintenance and improvement of function-specific operations for internal and mandated projects.
  • Provided subject matter expert support for the Self-Directed Brokerage (SDB) and Individually Directed Accounts (IDA) business.
  • Served as subject matter expert in Auto Finance and total loss claims, in a heavy inbound call center environment.
  • Subject Matter Expert for the manual Soldiers and Sailors Adjustable Rate Mortgage modification performed by the Soldiers and Sailors team.
  • Subject matter expert on team to assist all reps with questions, production issues, and additional training needed.
  • Served as Subject Matter Expert for Liabilities; set benchmarks and trained Dallas Service Center team.
  • Subject matter expert for department also took on new process that were integrated within our department.
  • Subject matter expert in daily servicing and settlement of OTC Derivatives and Exchange Traded Instruments.
  • Serve as a subject matter expert by answering internal/external questions related to Demand letters.
  • Served as subject matter resource to team members, supervisors, and management staff.
  • Served as subject matter expert on all direct business products, processes and policies.
  • Subject Matter Expert for developing the Oracle Transportation Management Freight Planning Training tool.
  • Subject matter expert for cashiering Role Driven Edits and deposit scanning process.
  • Subject matter expert for the Freddie Mac short sale claims team.
  • Subject matter expert and good resource for peers.
  • Subject Matter Expert in Retirement Services.
  • Called upon as a subject matter expert to mentor, train, test workflow enhancements and develop departmental training guides.
  • Served as subject matter expert for mutual fund dividends, training and mentoring over seven associates..
  • Performed system and process/procedural testing as needed Data entry Recognized as reconciliation subject matter expert

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500 Subject Matter Jobs

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12. Equity
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high Demand
Here's how Equity is used in Operations, Senior Specialist jobs:
  • Tracked/Processed Certificate of Deposit Underwriting and New Equity Issues.
  • Controlled and supported all Domestic and International Equity Settlements.
  • Managed all accounting activities for 70 domestic/ international equity and fixed income funds with $13 billion in total assets.
  • Developed quantitative models to analyze global equity prices including the natural gas, oil, energy, coal industries.
  • Monitored Home Equity Line of Credit account advance made via check, teller, chase.com, and Bill Pay.
  • Monitored delinquent property taxes within the Home Equity Portfolio helping the organization to reduce lost properties by 30%.
  • Ensured clients daily cash, equity, and fixed income positions were settled accurately within the portfolio accounting system.
  • Participated in the implementation, testing and migration of all new products and system enhancement for home equity.
  • Determined the disposition of funds received on accounts (i.e., Prime; Non-Prime and Home Equity).
  • Gain Loss Specialist reviews are required to determine the equity positions and determine foreclosure or walk decisions.
  • Utilized company software to perform an automated signature review on Home Equity checks and online transactions.
  • Balanced and reconciled the daily activity of all checks and postings to the Home Equity system.
  • Managed a team of Corporate Action Associates for both the fixed income and equity Generalists.
  • Verified Home Equity Line of Credit checks for fraudulent signatures or counterfeit stock.
  • Research mortgage and home equity loan correspondence and direct to appropriate departments.
  • File Home Equity Liens on Mortgage Property in all states at county.
  • Performed quality checks on outsourced pieces of the equity analysis process.
  • Monitor equity suspense account and resolve breaks.
  • Created and reviewed trade confirmations for equity and fixed income derivative products * Coordinated payments for derivative products
  • Home Equity Payment Processer, ACH Payment Processor, and New Hire Trainer.

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99 Equity Jobs

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13. Bankruptcy
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high Demand
Here's how Bankruptcy is used in Operations, Senior Specialist jobs:
  • Track and ship executed foreclosure and bankruptcy documents, coordinating correspondence, mail sorting/reviewing, document scanning and execution.
  • Performed financial audits of invoices submitted by attorneys contracted to perform foreclosure and bankruptcy services.
  • Handle inbound/outbound calls and review bankruptcy documents for accuracy and maintain current accounting ledgers.
  • Audited loan modification documents for correctness for the bankruptcy department.
  • Set up/monitor loan modifications for bankruptcy court approval.
  • Documented bad debt, and addressed open balances via collection, write-off, or bankruptcy accounts to evaluate client credit-worthiness.
  • Initiate loan activity according to loan status of Bankruptcy, Service Released, Charged off, etc.
  • Assist as needed on other processes including: subpoenas, beneficiary forms, bankruptcy and tax levies.
  • Completed short sale claims and bankruptcy claims filed to Investors/Insurers, confirming accurate filing and reconciliation.
  • Reviewed loans that have been or are currently in Bankruptcy for quality assurance.
  • Helped mortgage loan / line of credit bankruptcy customers with questions / concerns.
  • Receive and validate new bankruptcy notifications and set up in servicing system.
  • Worked a case load of accounts being processed for current foreclosure/bankruptcy status.
  • Review of the bankruptcy docket to determine bankruptcy status.
  • Perform timely follow up with attorneys and bankruptcy trustees.
  • Handled all domestic mandatory reorganizations including cash and stock mergers, reverse splits, liquidating and bankruptcy distributions and bond redemptions.
  • Handle regulations of loans in Bankruptcy, Foreclosure, Litigation, Modifications and Etc.
  • Deal directly with the bankruptcy trustees to ensure the timely pass through mortgage pato.
  • Maintain up to date notes in Getpaid System, including bankruptcy negotiation and settlements.
  • Acted as a liaison between JPMorgan Chase Bank and its bankruptcy attorneys.

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14. Project Management
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high Demand
Here's how Project Management is used in Operations, Senior Specialist jobs:
  • Project Management of Global plans, projects, and operational initiatives leading to facilitate partnerships and enhance logistical performance.
  • Assist project management and project staff with safety program management/oversight and implementation.
  • Key player in processor conversions, strategic planning, yearly budget and Project Management for implementation of advanced ATM technology.
  • Collaborated with Legal, Contracts, Finance and Project Management teams to mitigate risk on larger services engagements.
  • Project management duties which include handling all phases of project development, planning, funding and implementation.
  • Compiled and submitted reports and updates to the Project Management Office (PMO) Operations Cell.
  • General Office/Project Management -- Streamlined office supply orders resulting in 50% savings in budget.
  • Project Management: Collaborated with SWAPS vendor to build new module for Derivatives payment.
  • Project Management and Execution support for GE Power Services through On-Time/On-Site order fulfillment.
  • Trained in Project Management and created the Application Inventory List for our department.
  • Maintained an active role in system conversion project management.
  • Contributed to the revision of the project management process.
  • Project Management Execution Focus Subject Matter Expert for Medical/Legal/Regulatory review tool for promotional marketing materials.
  • Contributed to OGC's overall technology strategy through requirements development and project management activities.
  • Prepare analytical reports for project management.
  • project management, clinical, data management, health care professionals e.g.
  • Project management for: Share Drive / SharePoint 2013 Clean-up and Migration
  • Managed 2 HR interns in regards to performance and project management
  • Utilized several different mediums to host pertinent information for project management purposes including server based storage and Basecamp.
  • Project Management & Daily Trade Operations: Assisted with Moxy to EzeCastle trading system conversion during 2nd Quarter of 2011.

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1,001 Project Management Jobs

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15. MSP
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average Demand
Here's how MSP is used in Operations, Senior Specialist jobs:
  • Utilized the servicing system, LPS, and MSP made accurate and timely updates, including full manual setup of modifications.
  • Researched lost properties by utilizing MSP, public records, LPS desktop, supplier websites and reported findings to management Accomplishments.
  • Research MSP for denial codes and letters for reasons to postpone or proceed to sale based off the review outcome.
  • Input loan documentation information into appropriate tracking systems such as MSP, MERS, MAC and I-VAULT.
  • Managed the process for payment plans to include setup and monitoring plans using Fidelity MSP operating system.
  • Verified and/or updated fields on MSP system that were needed for the modification process.
  • Assigned to the GMSPO contract worked in the Unix environment with the WMS platform.
  • Worked in Pacer, LPS Desktop and MSP Review bankruptcy documents for accuracy.
  • Assisted in projects dealing with backlog of 10,000 loans in MSP.
  • Updated status of over 300 loans in MSP system per week.
  • Requested new MSP Payee code, if needed for check request.
  • Reduced system errors by auditing mortgage rate terms against MSP.
  • Scheduled new Interest Only expiration dates within MSP.
  • Pull Interest rates from Wall Street Journal, FNMA, Freddie Mac, and other sources to be entered in MSP.
  • Review files using LPSD and MSP.
  • Prevent any violations to the properties Working with LPS, MSP Fidelity.
  • Experience with specific Chase systems such as MSP (3270 session), AD, Lenderlive, and HSSN via eFannieMae.com.
  • Researched and gathered information regarding loan exceptions using MSP, Fastrieve, I-Vault, Agent Desk Top, and LenderLive.
  • Worked 24 hour, same day next day reports, and exception reports to ensure MSP was properly coded.
  • Worked with programs such as MSP, Lenderlive, Default Workflow, Infosource, Assignment Tool, and Pacer.

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16. Technical Support
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average Demand
Here's how Technical Support is used in Operations, Senior Specialist jobs:
  • Maintained technical support of cash management databases and assisted analyst with system enhancement and new releases.
  • Be a Site Specialist: Manage/Own ad-related projects/issues reported by site and provide ad-related technical support to the site team.
  • Collaborated with Systems Engineering, Network Engineering and Technical Support teams to develop technical solutions and address root causes.
  • Provide technical support and instruction to staff workers regarding operation of MM and PP modules;.
  • Provide technical support, and monitoring of several VAX Clusters (8650/6000 & 780/785).
  • Provide technical supports for a field of 300 operations staff on newly implemented OSS.
  • Provide technical support to account specialist team for leading Mutual Fund Company.
  • Managed call flow and responded to technical support needs of customers.
  • Conducted software quality checks with Technical Support Unit.
  • Provided technical support to Account Specialist team.
  • Provided Relius technical support to plan administrators as needed.
  • Collaborate with sales team to identify new revenue generating opportunities, foster customer relationships, and provide pre sales technical support.
  • Provide prompt and courteous technical support for customer web support issues, Ensuring timely and professional resolution.

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220 Technical Support Jobs

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17. SAN
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average Demand
Here's how SAN is used in Operations, Senior Specialist jobs:
  • Manage vendor SKU on-boarding through creation, inventory, and content, processes for tens of thousands of new product launches.
  • Worked with the San Francisco office to create the Business Resumption procedures and work flow in the New Jersey office.
  • Configured and Maintained the San environment using Brocade switch and created zones and added to zone sets.
  • Performed data migrations for 400 plus servers using Open Replicator/SanCopy from DMX-3/4, CX-4 to VMAX.
  • Conducted daily administration of NDMP backups and restores with Exchange data stored on SAN/NAS filers.
  • Followed strict adherence to Sanctions, AML KYC, OFAC and regulatory guidelines.
  • Performed IBM Blade Center Integrated SAN switches & Cisco MDS switches upgrade.
  • Fixed security compliance issues & SNMP settings on SAN products.
  • Investigate payments that may match a sanctioned country or person.
  • Migrated data from old CX3 to CX4-480 using SAN copy.
  • Migrated data from CX4-480 to VNX5700 using SanCopy.
  • Provide 24x7 support for enterprise SAN environment.
  • Provide SAN administration services for UNIX, Windows, VMWare and Linux hosts over Brocade, Cisco, and McData fabrics.
  • Performed quality control audits of twenty-five weekly and monthly exception reports that on average exceeded two thousand loans per month.
  • Execute sanity QA for deployed data - ensuring that all services are working correctly in different configuration scenarios.
  • Support identification, reconnaissance and exploitation of vulnerabilities while enhancing capabilities within cyber environments to achieve desired effects.
  • Managed an iStockphoto corporate subscription and saved the company thousands of dollars bymrestructuring the account.
  • Provision storage using ECC, Navisphere, and NetApp FilerView Troubleshoot SAN issues in a heterogeneous high volume environment.
  • Attached new Clariion array to the SAN, configuring RAID group, LUNs and zoning.
  • Designed and integrated a new QA process into 100+ field centers Pacific Pulmonary Services 'd Santeramo

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655 SAN Jobs

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18. New Accounts
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average Demand
Here's how New Accounts is used in Operations, Senior Specialist jobs:
  • Processed new business applications for the Mutual Funds Department by inputting new customer information providing immediate access to all new accounts.
  • Opened new accounts * Serviced existing accounts * Assisted clients with Consumer Loans * Merchant Teller * Bookkeeping/Safe Deposit
  • Monitor and track all ISF filings and transmission to customs including existing accounts and new accounts.
  • Trained new and contract employees on the policies and daily procedures within the New Accounts department.
  • Lead and administered all aspect of operations involving new accounts, cashiering and order controller.
  • Work with management team or risk analyst to identify or improve controls within New Accounts.
  • Processed wire transfers, check deposits, set-up new accounts and processed margin allocations.
  • Established new accounts/closed old accounts and set up clients' beneficiary designations.
  • Oversee several back office reports and tasks involved new accounts and reconciliation.
  • Perform final review of new accounts prior to conducting any trading.
  • Train and oversee quality control for new accounts.
  • Use computer systems to open new accounts.
  • Worked with internal and external clients on opening new accounts Verified completeness of client and billing data and entered alphanumerically.
  • Perform all aspects of accounts payable/Receivable for the Subsidiary Companies.Savings Operations - New accounts processing.
  • Document Coordinator/Loan Delivery Implemented and managed new accounts payable system.
  • Subject matter expert on operational policies and procedures pertaining to New Accounts Created manuals to assist in employee training
  • Review and approve suitability for new accounts resulting in constant communication between Financial Advisors and their firms.
  • Enter data regarding new accounts Certify customers in regards to their taxes.

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16 New Accounts Jobs

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19. FHA
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average Demand
Here's how FHA is used in Operations, Senior Specialist jobs:
  • Input information into data entry fields of the FHAC and VA systems using documents from closing and stored in an e-binder.
  • Performed data entry of loan information's, working with HAMP, FHA, VA, and other loan types.
  • Processed and performed Quality Control on FHA Modification claims as well as both FHA and VA Short Sale claims.
  • Distributed updates for mortgage pricing to all channels (FHA, Retail) via the Mortgage Pricing Engine.
  • Performed background checks on occupants involved in negotiations with JP Morgan Chase during the FHA eviction process.
  • Worked closely with FHA/VA offices in order to expedite quick resolutions for insuring questions and inquiries.
  • Review FHA and VA loans for prior activity to start the foreclosure process.
  • Comply with Conventional, FHA and VA loan processing guidelines and requirements
  • Processed refunds to FHA or VA as deemed necessary by management.
  • Coordinated/requested approvals from FNMA, FHLMC, FHA as needed.
  • Complied with investor guidelines (FNMA, FREDDIE MAC, FHA, VA, and GMNA).
  • Conduct internal audits for FHA, VA and second mortgage and pre-purchase review loans for compliance specific to investor guidelines.
  • Provided Communication of timeline regulations in compliance to FNMA, FHLMC, VA, FHA and other agencies.
  • Manage exception reporting, assist in report creation, FHA claim filing and other projects as assigned.
  • Utilized numerous programs such as CMAX, FHA Connection, Excel, COLD, iClear, iVault, Infosource, &

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20. ACH
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average Demand
Here's how ACH is used in Operations, Senior Specialist jobs:
  • Contribute to achieving productivity utilization and realization metrics.
  • Selected to transition to new team within the ACH department in order to learn several new functions.
  • Achieved Manager to Employee Award for achieving a 100% score for the August Route QC.
  • Resolved ACH errors within service level by using critical thinking skills and outbound customer contact.
  • Worked with machine technicians to resolve any problems with our encoding machines for check processors.
  • Exceeded stated service level goals and achieved on time order delivery rate of 99.5%.
  • Ensured team reached daily work goals by delegating work and focusing on complex work items.
  • Demonstrated outstanding work ethic and dedication to helping clients successfully set up ACH payments.
  • Cross trained on the ACH Return Report function and provided coverage during staff absences.
  • Supervised 75 personnel within the Delaware Army National Guard Medical Detachment (DEARNG).
  • Provided consistent feedback for coaching purposes and suggestions to improve the customer experience.
  • Produce various DDA wires/ tickets for funding each KZH entity.
  • Managed ACH payments to customs on behalf of MAST Industries.
  • Process payments and monitor customs statements for ACH.
  • Maintained keys to building and all machine parts.
  • Served as team leader and trainer/coach.
  • Core Servicing Wall of Fame 2009 & 2007- Top Achiever Award.
  • Facilitated the AG Edwards merger with Wachovia Securities as a Senior Credit/ Margin Operations Specialist.
  • Uploaded and conveyed daily private banker notifications for various reports to each department head.
  • Process and distribute checks, wire or ach, at request.

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2 ACH Jobs

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21. Ensure Accuracy
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average Demand
Here's how Ensure Accuracy is used in Operations, Senior Specialist jobs:
  • Account reconciliation and trustee disbursement reconciliation of funds with research as needed to ensure accuracy.
  • Conduct weekly audits to ensure accuracy of pertinent information into Finance systems.
  • Compared underwriters' worksheet to Loan modification agreement to ensure accuracy.
  • Perform quality control review of transactions to ensure accuracy and completeness.
  • Audited daily processing activities to ensure accuracy and timeliness.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Reviewed customer applications to ensure accuracy.
  • Complete Sign-off review on the front and back end of applications to ensure accuracy and compliance with regulatory requirements.
  • Examine documents that are received to ensure accuracy and the documents are in compliance with the service release requirements.
  • Audit the accounts financial data, to ensure accuracy and compliance with government guidelines and laws.
  • Verify or research to locate current customer mortgage loan numbers to ensure accuracy in downstream process.
  • Use the standard operating procedure to quality check processed work to ensure accuracy to our clients.
  • Review loan files to ensure accuracy and completion of file in order to service release loans.
  • Communicated directly with client contacts in order to ensure accuracy of transmitted files and funding.
  • Conducted team audits to ensure accuracy of risk reports, escalated issues to management.
  • Review all million dollar payments and ensure accuracy prior to payment.
  • Audited daily mutual fund pricing records to ensure accuracy.
  • Coordinated and monitored workflow daily processing activities to ensure accuracy and timeliness.
  • Conducted and oversaw daily quality-control efforts to ensure accuracy and consistency.
  • Completed Training in FATCA and Cost Basis Ensure accuracy and timeliness of all Federal and State tax filings as required.

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18 Ensure Accuracy Jobs

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22. Corporate Actions
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average Demand
Here's how Corporate Actions is used in Operations, Senior Specialist jobs:
  • Focused on providing oversight of account openings/closing and distributions, database security, corporate actions and account error reporting.
  • Balance & reconciliation of various business activity including, corporate actions and general ledger accounts.
  • Provided oversight for Reconciliation, Settlement and Corporate Actions departments.
  • Processed domestic and international corporate actions and performed NAV reconciliation.
  • Liaised with Trade Management, Corporate Actions, and Cash Management to resolve cash and position breaks.
  • Coordinated the testing and implementation of system upgrades to the firm s proprietary Corporate Actions platform.
  • Resolved client issues with escalated restricted stock, ESOP, and other high-risk corporate actions.
  • Prepared complex corporate action entries, developed departmental procedures for all types of corporate actions.
  • Processed simple and complex Corporate Actions daily for securities held in clients' portfolio.
  • Assisted with Quality Assurance of Cost Basis and Corporate Actions test cases.
  • Established the Corporate Actions department for the New Jersey office in 2002.
  • Designed and instilled new policies and procedures for corporate actions.
  • Used DTCC allocations and settlement systems for all corporate actions.
  • Execute payments of Corporate Actions according to department procedures.
  • Prepare and review customer option positions for corporate actions.
  • Corresponded with the corporate actions department regarding name changes, stock/reverse splits and full calls.
  • Research and process daily portfolio exception reports including Corporate Actions (i.e.
  • Review and verify corporate actions and company reorgs.
  • Process corporate actions on investment securities Reconcile Sub-advised accounts to Tracking Database - Bloomberg.

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4 Corporate Actions Jobs

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23. ATM
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average Demand
Here's how ATM is used in Operations, Senior Specialist jobs:
  • Resolved permanent provisional credit dispute for ATM Debit cardholders.
  • Initiated investigation of fraudulent transactions and ATM errors.
  • Quote loan payoffs, disputing ATM transactions, requesting research on fraudulent activities and cross selling bank products and services.
  • Maintain daily ATM operations; monthly balances, weekly deposit pulls, replenish currency, and troubleshoot hardware/software failures.
  • Processed new applications for entry into the system; ordered customer checks and ATM cards.
  • Worked with Telecommunications Administrator to resolve any ATM system problems that affect the cash accounts.
  • Monitor all shift activities and assist supervisor in maintaining productive, conducive work atmosphere.
  • Manage inbound calls for disputes by phone, pertaining to Card and ATM operations.
  • Escalate issues to the Project Managers of all ATM and SSB vendors and techs.
  • Managed ATM & BTM item processing using operations machinery and data reports.
  • Monitored ATM/ debit card transaction activities and analyzed for potential fraud.
  • Research and process through Data Navigator any ATM/debit card disputes.
  • Conducted weekly ATM servicing and audits.
  • Tracked the flow of ATM transactions through EFUNDS and USERS with the use of Access and Excel Spreadsheets.
  • Task Lead for all all incoming funding documents for CNS/ATM (Communication Navigation Surveillance/Air Traffic Management) program.
  • Prepared general ledger entries for surcharges, offsite ATM activity and official check wires.
  • Issued monthly document status reports to track outstanding commitments for CNS/ATM funding documents.
  • Maintained dormant, inactive accounts and escheatment reporting to various states.
  • Balanced offsite ATM's from Brinks reports.
  • Lead problem solver for vendors and crews across the country dealing with Chase ATMs and SSBs on the deployment team.

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4 ATM Jobs

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25. High Volume
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average Demand
Here's how High Volume is used in Operations, Senior Specialist jobs:
  • Provided operational support for high volume financial institution.
  • Managed a high volume work load, including, monitoring check volumes, setting processing priorities and monitoring performance standards.
  • Performed multiple tasks and completed a variety of reports for other departments to alleviate high volumes and demand when needed.
  • Perform multiple tasks in a fast paced and high volume environment, independently as well as a strong team player.
  • Recognized by leadership for performing reviews for walk/charge off eligible accounts at a high volume and with minimal errors.
  • Performed a high volume of data entry with less than 1% error rate on work productivity.
  • Used multiple screens and systems, also answered high volume inbound and outbound calls.
  • Job responsibilities include running high volume copy machines and perform binding and finishing work.
  • Handle high volume of calls, type memos and other related duties as assigned.
  • Processed high volume, deadline driven remittance payments based on specific customer instructions.
  • Supported high volume in call center at year end and tax season.
  • Interfaced with 401k plan participants in fast-paced, high volume call center.
  • Processed and entered high volumes of checks and financial documents.
  • Volunteered for overtime work during seasonal peaks and high volumes.
  • Encode when needed to help with the high volume workload.
  • Supervised 5-10 phone representatives in high volume call center.
  • Monitored high volume of trades facing cut-off times.
  • Handled high volume of customer calls.
  • Verified/Validated high volume of daily incoming wires, many of which cross the multi-million dollar threshold.
  • Demonstrate excellent -multi-tasking and time management skills under pressure and high volumes.

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58 High Volume Jobs

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26. Underwriting Guidelines
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average Demand
27. Process Improvement
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average Demand
Here's how Process Improvement is used in Operations, Senior Specialist jobs:
  • Identified and implemented process improvements with focus on automating processes, enhancing efficiency, and audit regulations.
  • Tested and implemented process improvements working directly with Technology leading to better and productive trading systems.
  • Optimized team performance by cross-training colleagues and providing process improvement recommendations.
  • Created 2 interdepartmental process improvement committees and managed multiple projects.
  • Identify opportunities for process improvement initiatives through best practice.
  • Identified process improvements and presented recommendation to the client.
  • Identified, recommended and implemented process improvement strategies.
  • Tracked errors and developed necessary process improvements.
  • Provided process improvement and help in implementation
  • Key contributor in process improvement team, which reduced Operational cycle time from 90 days to less than 30 days.
  • Managed in store process improvements that reduced re-ordering of signing by 50% saving $3M annually.
  • Practice process improvement by creating new and more effective ways to complete daily functions.
  • Compile and organize process improvement plans, appraisals, reviews, and investigations performed.
  • Provide feedback as appropriate to management and assist in process improvements.
  • Excelled at independent decision making, problem solving and process improvement.
  • Serve on the cost reduction and process improvements committees.
  • Initiated process improvement changes and assisted with product launches by testing, creating documentation, and improve operational processes
  • Organized complex matrixes to implement process improvements boosting efficiency of operations.
  • Indexed documents in Captiva and conducted continuous process improvement.
  • Steered Genband's Process Improvement and Optimization Committee.

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248 Process Improvement Jobs

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28. Business Partners
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average Demand
Here's how Business Partners is used in Operations, Senior Specialist jobs:
  • Worked collaboratively with internal and external business partners to resolve loan modification issues and ensure timely resolution is critical.
  • Perform accurate and timely financial reconciliation of defaulted home loans by working with internal business partners.
  • Develop and continuously strengthen working relationships with default business partners, management and Investors.
  • Established direct strategic relationships with key business partners to accelerate recovery of receipts.
  • Utilized investments\market knowledge to provide superior information and guidance to business partners.
  • Received numerous verbal and written accolades from senior management and business partners.
  • Communicate any identified issues to internal and external business partners.
  • Worked directly with Money Managers, Financial Consultants and other business partners for informational requests, problem resolution and trade issues.
  • Facilitate weekly meetings with business partners, staff and clients to document requirements and explore potential solutions.
  • Experienced creating detailed test cases and scripts for technical and/or business clients & various business partners.
  • Helped business partners understand the reporting tools to allow them to independently access data.
  • Provide outstanding service while acting as a resource to internal and external business partners handlingescalated items.
  • Key responsibilities: Manage projects and act as a liaison between business partners and leadership team.
  • Support internal business partners with respect to exceptions to the normal workflow.
  • Consult with internal and external business partners to improve efficiencies.
  • Consulted with our business partners to improve efficiencies.

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228 Business Partners Jobs

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29. SLA
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average Demand
Here's how SLA is used in Operations, Senior Specialist jobs:
  • Performed analysis and translated business requirements to develop reporting solutions that yield relevant business information in a user-friendly format.
  • Tabulate quarterly spend by business line/stakeholders; determine any SLA credits due, notify vendor of amount being short paid.
  • Build Senior Level Relationships, analyze business needs, translate current application capabilities, and escalate deployment processes.
  • Discover, analyze and document business requirements, and translate those needs into system and process solutions.
  • Responded to requests from Cayman Island and Isle of Man offices on market data operations.
  • Processed assignments, affidavits, substitution of trustees, deeds per procedures required within SLA's
  • Assisted with translating codes, fielding questions and communicating key concepts to North America staff.
  • Act as liaison between departments to ensure checks were processed according to SLA standards
  • Worked various reports and assisting with new legislation and special projects.
  • Manage all customer connectivity issues to meet company SLA's.
  • Work to successfully resolve payment failure within SLA window.
  • Create and distribute quarterly SLA performance reports.
  • Manage SOP's, SLA's, UAT testing, and on-boarding/off-boarding of new hires.
  • Work which flows through the Quality Control Department processed within established SLA's (service level agreements).
  • Resolved problems with pc equipment and applications to stay within SLA.
  • Resolved server related issues, ensuring adherence to all SLAs.

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61 SLA Jobs

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30. Powerpoint
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low Demand
Here's how Powerpoint is used in Operations, Senior Specialist jobs:
  • Provided management and client-facing monthly, quarterly, and annual reports via Excel, BRIO, and PowerPoint.
  • Prepared PowerPoint weapon systems information briefing slides for AMCOM Commanding General and staff on a daily basis.
  • Create PowerPoint slides for presentations and/or training materials.
  • Track and report key performance indicators related to billing and present to senior management thru bi-weekly PowerPoint presentations.
  • Project Management tools utilized: MS Office, Excel, MS Visio, MS Project, and MS PowerPoint.

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153 Powerpoint Jobs

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31. SQL
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low Demand
Here's how SQL is used in Operations, Senior Specialist jobs:
  • Analyze SQL data to ensure accuracy and regulation requirements.
  • Developed and design automated query and batch processing macro scripts using SQL, VBA and Eagle message center.
  • Write Excel template with logical functions and VBA code to process the data from SQL database.
  • Leverage Good Data and SQL to create charts and reports for team statistics.
  • Developed SQL commands to retrieve data upon request for clients.
  • Assist Team with pulling reports for Sellers using MySQL.
  • Developed executive summary dashboard and custom reports using SQL query against salesforce.com.
  • Work with database admins to backup DB2 and SQL databases via NMDA.
  • Trained new hire sales with Salesforce.com and Oracle SQL.

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5,987 SQL Jobs

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32. Customer Accounts
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low Demand
Here's how Customer Accounts is used in Operations, Senior Specialist jobs:
  • Verified forms for information to ensure compliance with Internal Revenue Service reporting on contributions and distributions of customer accounts.
  • Calculated and maintained accurate performance in the customer accounts.
  • Managed highly complex and sensitive customer accounts, with a proven track record for being accountable for high quality processing.
  • Managed wireless customer accounts and end-to-end complex projects for AT&T, T-Mobile and US Tier 3 customers.
  • Worked with all lines of business to resolve issues and errors on customer accounts.
  • Maintain debit, and credit customer accounts and reconciled multiple customer errors.
  • Assess discrepancies in customer accounts and provide resolution to errors.
  • Reconciled adjustments to customer accounts on a daily basis.
  • Encoded checks and performed daily proofs on customer accounts.
  • Performed bank wires from customer accounts to various banks.
  • Adjust Canadian checks and reconcile customer accounts.
  • Created and maintained customer accounts.
  • Perform all administrative, analytical and support responsibilities associated with daily maintenance on overdrawn customer accounts.
  • Mortgage updates skilled in updating customer accounts Operations Senior Specialist, VLS Support Perform research and maintenance to complete booking processes.
  • Performed data entry on varying lockbox customer accounts.

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5 Customer Accounts Jobs

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33. Client Relationships
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low Demand
Here's how Client Relationships is used in Operations, Senior Specialist jobs:
  • Demonstrated ability to build and sustain client relationships.
  • Attended HUG (HealthStream User Group) meetings to improve client relationships by way of client interaction and participation.
  • Managed accounts and client relationships with an understanding of the end to end process.
  • Maintained strong client relationships to over ninety Employee Benefit Departments.

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7 Client Relationships Jobs

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34. SME
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low Demand
Here's how SME is used in Operations, Senior Specialist jobs:
  • Completed customer risk assessment and documented investigative findings through the writing of detailed reports.
  • Conduct regular audit assessments for all offices and make recommendations on any operational strategies.
  • Perform assessment and identify opportunities for improvements in packaging lines.
  • Led audits of key suppliers to ensure full value realization, compliance to key metrics as well as internal controls assessment.
  • Provide independent analysis and assessment of program health, performance and EAC credibility in support of the Program COE charter.
  • Analyze and monitor all cashiering functions for regulatory requirements, accuracy, risk assessment, and risk management.
  • Developed an excellent knowledge on Data Entry and became a subject matter expert (SME).
  • Organized weekly risk assessment reports and process up to 300 incoming and outgoing limited partnership transfers.
  • Provided risk assessment of high-risk offers and collaborated with management to minimize firm and client risk.
  • Support for ongoing Investigations, Pharmacy Assessments and TracWeb / CaseTrack System and data entry support.
  • Assumed Project Management duties and the role of Subject Matter Expert (SME).
  • Create new access, removing access, and act as SME for offshore staff.
  • Project Director for the Hawaii State Assessment (HSA).
  • Performed initial client assessment and analysis to begin research process.
  • Created a Vendor Assessment Questionnaire for pre-qualification of vendors.
  • Served as Subject Matter Expert (SME) for Loss Analysis Selected as Beta Tester for system updates.
  • Provided management with technical support and assisted with the assessment, prioritizing, monitoring and processing of workflow.
  • Work directly with Congressmen, Governors, and State Representatives to organize web based political forums.
  • Named SME for the operations department for both the Credit/Margin area and New Account area.
  • Inventoried 63 WRO systems/tools, performed System Assessments and assigned Business Criticality.

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69 SME Jobs

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35. Wire Transfers
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low Demand
Here's how Wire Transfers is used in Operations, Senior Specialist jobs:
  • Reviewed letter of authorization received from clients requesting wire transfers to ensure instructions are processed correctly.
  • Review, analyze, and approve wire transfers to ensure transactions conform to firm policies, procedures and regulatory rules.
  • Managed processing and settlement of all client transactions, trades, withdrawals and deposits, wire transfers and checks.
  • Prepared loan documents, Underwrote loan applications and packaged for sale to investors, managed credit line for wire transfers
  • Conducted all operational functions: such as new investments, client services, wire transfers/distributions and performance reporting.
  • Handle customer escalations, assist tellers in various issues and provide overrides, processing wire transfers.
  • Processed wire transfers, check deposits and margin allocations for all foreign and domestic clients.
  • Handled high volume of wire transfers in a timely and accurate fashion.
  • Initiated highly sensitive telephone wire transfers consisting of small/large dollars in domestic, international and foreign currency.
  • Review, approve and process wire transfer for up to 300K Ensuring accuracy of wire transfers to clients' accounts.

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36. Fnma
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low Demand
Here's how Fnma is used in Operations, Senior Specialist jobs:
  • Managed foreclosed homes portfolio by following FNMA guidelines.
  • Entered information into claims applications and/or investor websites to complete claims with FNMA, FHLMC, and Private Investors.
  • Designed to process FNMA claims at a quicker pace reducing the average handle time for claim filing.
  • Monitor & Coordinate the conveyance of FNMA loans with the Attorney and the Vendor.
  • Created FNMA job aides for team improving quality of work by 98%.
  • Filed initial, final, supplemental and resubmission post foreclosure claims to FNMA.
  • Experienced on FNMA and FHLMC guidelines, timeframes and Default Servicing.

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37. LPS
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low Demand
Here's how LPS is used in Operations, Senior Specialist jobs:
  • Analyzed and reviewed foreclosure complaints for accuracy and reported errors to attorneys using LPSD.
  • Assisted in the design and implementation of the sale rescission tracking processes in LPS Desktop (Black Knight/LoanSphere).
  • Approve or Deny attorney's fees and cost for services rendered through LPS billing system.
  • Responded to attorney requests for documents via LPS as needed for foreclosure proceedings.
  • Calculated fee s and cost for Recoverable Corporate Advance, through LPS DDCH.
  • Ordered attorney quotes for loans in Foreclosure in LPS Desktop.
  • Ordered property preservation maintenance and inspections through LPS.
  • Worked the issue and Hold queue out of LPS and have no items aged past 48 hours.
  • Upload documents in Gain Loss application and LPS Desktop Ensuring bids are delivered to attorneys by their specified due dates.
  • Managed LPS (Large Plan Services) "Fortune 500" companies' accounts for Defined Contribution weekly plans.

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38. Internal Departments
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low Demand
Here's how Internal Departments is used in Operations, Senior Specialist jobs:
  • Documented all data determining validity and responsibility for missed filing dates and penalties while coordinating with internal departments and assigned attorneys.
  • Communicated with clients and internal departments to resolve issues and verify information.
  • Collaborated with internal departments to deliver regulatory guidelines exceeding deadline expectations.
  • Communicated with customers and internal departments to complete claims.
  • Collaborated with internal departments to resolve payment problems.
  • Interact with individual customers, internal departments and external institutions via telephone, SWIFT (PEGA) and Federal Service Message.
  • Networked with customers, investors, title, or escrow companies and other internal departments.
  • Notified internal departments and other firms of any discrepancies/issues on trades to have them rectified.
  • Acted as liaison between direct processing groups, various internal departments, shareholders and clients.
  • Resolved complex, escalated customer issues by interfacing with clients and other internal departments.COMMUNITY LEADERSHIP/SERVICE
  • Provided daily reorganization service and support to internal departments and over 100 branches worldwide.
  • Work with various internal departments to expedite resolution to customer issues Prior Experience:
  • Performed Branch Image Capture for Loans Department and internal Departments.
  • Validate and/or approve varied and complex customer service requests from internal departments.
  • Enhanced reporting issues, providing feedback to internal departments in effort to reduce errors and identify system enhancements to improve quality.
  • Interfaced with vendors, internal departments, outsourcers, carriers, and service providers to validate trends as known issue.
  • Interfaced and partnered with internal departments (i.e.

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3 Internal Departments Jobs

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39. Ofac
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low Demand
Here's how Ofac is used in Operations, Senior Specialist jobs:
  • Direct payments and information to appropriate departments and/or OFAC compliance for continued investigation and directive.
  • Monitor the statuses, approvals and releasing of wires including the OFAC queue according to established OFAC guidelines.
  • Reviewed, resolved, and released outgoing wires and OFAC for the North/South region.
  • Maintain an elevated alertness of new amended OFAC guidelines.
  • Preformed OFAC checks for wires.

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40. Due Diligence
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low Demand
Here's how Due Diligence is used in Operations, Senior Specialist jobs:
  • Verify due diligence is complete on collection accounts, sending default letters and preparing accounts for outside collection, when necessary.
  • Research and Data Analysis Of Federal Banking Laws for KYC, CPI and Patriot Act for Due Diligence.
  • Assisted Due Diligence team in achieving a 6.80% reject rate against internal goal of 10.0%.
  • Performed due diligence on clearing brokers and assisted in moving towards contract.
  • Analyze risk factors by performing ongoing due diligence.
  • Performed due diligence and collections.
  • Liaised with local compliance officer and off-site legal departments in assessing proper account documentation, know-your-customer due diligence and client/product suitability.
  • Ensured due diligence for foreclosure timelines.

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10 Due Diligence Jobs

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41. External Customers
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low Demand
Here's how External Customers is used in Operations, Senior Specialist jobs:
  • Assisted with updating correspondence for external customers in order to comply with government regulations and entered the correspondence into a database.
  • Field customer complaints from internal and external customers and provide resolution.
  • Provided consistent and quality service to internal and external customers.
  • Maintain positive communication with internal and external customers.
  • Processed reinstated figures for internal and external customers.
  • Provide consultative service to internal and external customers.
  • Communicate and provide exceptional customer service to any help desk calls and inquiries with internal and external customers.
  • Provide customer service for internal/external customers; calls from Branches and On-line Banking support to consumers and businesses.
  • Communicated with internal and external customers to process the requests via phone, fax and email.
  • Produced Proposals, Publications, Brochures, programs and Class Room Material, supported external customers.
  • Assist internal and external customers in an attempt to resolve escalated issues.
  • Resolved volume, credit and accounting discrepancies with internal and external customers.
  • Communicated with internal and external customers to resolve billing and payment issues.
  • Validate the accuracy of research request made by internal and external customers.
  • Interacted with internal and external customers and resolved issues as needed.
  • Assist internal and external customers with questions and concerns.
  • Worked directly with internal and external customers regarding reamortization modification process.
  • Manage Customer inquiries in a timely manner to internal and external customers to ensure high quality service.

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42 External Customers Jobs

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42. Conference Calls
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low Demand
Here's how Conference Calls is used in Operations, Senior Specialist jobs:
  • Facilitate weekly district conference calls/ monthly manager meetings.
  • Coordinated and led biweekly conference calls with insurance vendors to provide feedback, resolve issues and discuss procedure updates.
  • Participated in conference calls, testing, and post implementation issue resolution for Production Service Requests.
  • Led conference calls to assist internal and external clients on their daily/monthly finance reconciliation.
  • Handle weekly reporting, conference calls, escalated emails, and document processing.
  • Facilitate weekly conference calls with firm, prepare meeting agendas and minutes.
  • Coordinate, plan and participate in sales manager meetings and conference calls.
  • Facilitate weekly conference calls with attorney firms.

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43. Problem Resolution
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low Demand
Here's how Problem Resolution is used in Operations, Senior Specialist jobs:
  • Provide comprehensive, timely and professional written/verbal customer service, sales/sales referral, and problem resolution for First National customers.
  • Exercise problem resolution and customer service skills in addressing grievances and answering service related questions.
  • Conducted research and provided problem resolution concerning qualified retirement plans and individual retirement accounts.
  • Provided problem resolution to a group of over 30,000 small not-for-profit organizations nationwide.
  • Develop relationships with brokers and banks, improving communication and facilitating problem resolution.
  • Demonstrate the ability to initiate, participate and administer problem resolution.
  • Provide leadership, problem resolution and trouble-shooting assistance to Operations Associates.
  • Provided thorough support and problem resolution for customers.
  • Acted as a problem resolution specialist, on a team of four other representatives, for small Fidelity non-profit clients.
  • Resolve customer issues through investigation, research and problem resolution through tracking orders, and transactions.
  • Worked as a liaison between the sales force and insurance carriers for problem resolution.
  • Assist management and team with problem resolution and suggestions for effective work flow.
  • Provided support, as needed, in problem resolution and transaction processing.
  • Work directly with Corporate card vendor for problem resolution i.e.
  • Provided ongoing problem resolution for business and technical support queues.
  • Performed problem resolution for escalated accounts from advisors and internal departments.
  • Utilized project management, presentation, analytical and problem resolution skills.

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6 Problem Resolution Jobs

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44. Unix
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low Demand
Here's how Unix is used in Operations, Senior Specialist jobs:
  • Configured Volumes, created file systems, exported file system using NFS and CIFS for UNIX and Windows Hosts respectively.
  • Implemented and maintained projects, utilizing UNIX based AS/400 servers and Windows 95/98/NT clients.
  • Administered Unix cloud servers and the LAMP stack.
  • Created Autosys jobs for Application Developers on Windows and Unix servers to assist with batch processing efficiency.
  • Configure backups for 400 Windows, 100 Linux and 80 Unix servers.
  • Installed brand new EMC Symmetrix Management Console and Symmetrix Performance Analyzer on UNIX platforms and ECC installations on Windows Platform.
  • Installed VERITAS DMP to incorporate load balancing and path failover on Solaris and Windows, Linux, Unix Hosts.

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161 Unix Jobs

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45. Data Integrity
demand arrow
low Demand
Here's how Data Integrity is used in Operations, Senior Specialist jobs:
  • Analyzed and monitored new reports for accuracy and made necessary adjustments for data integrity and identify quality control training needs.
  • Developed procedures for payroll processing to maintain HRIS data integrity.
  • Analyzed report results for data integrity and accuracy.
  • Provide Quality Assurance for data integrity.
  • Managed escrow tracking, ensuring data integrity, and preventing tax sale loss and insurance loss.
  • Maintained system by updating coupons and factors, entering transactions, and maintain data integrity.
  • Conducted analysis of multiple databases utilizing SQL commands with the goal of ensuring data integrity.
  • Perform post closing quality control to ensure loan system data integrity.
  • Checked the data integrity of purchase orders and invoices.
  • Manage all aspects of data flow between software/databases, data accuracy, reporting tools, and overall data integrity measures.
  • Managed call handling system ensured data integrity with proper analysis, security, and archival of data.
  • Developed World Wide reports for C-level management and Regional business units.Identified and developed tools/processes to maintain data integrity.
  • Developed and manage daily recons via Bloomberg for data integrity within Checkfree APL and Vestmark.
  • Ensured data integrity and facilitated production of financial reports: Audited Financials ERISA Reporting Regulatory Reporting Investor/Investment Reporting.

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220 Data Integrity Jobs

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46. DTC
demand arrow
low Demand
Here's how DTC is used in Operations, Senior Specialist jobs:
  • Document facilitator between Investment advisers and Depository Trust Corporation (DTC).
  • Worked with other Broker-Dealers and outside plan administrators to facilitate settlement of exception-based trades via DTC and CNS.
  • Processed securities lending desk which consisted of FED and DTC loans and returns for third party lenders.
  • Updated desk procedures as needed and trained associates to perform the functions of the DTC desk.
  • Oversee affirmation and settlements of an average of 2,000 trades using DTCC.
  • Processed all journal entries for adjustments and notified NSCC/DTC NY York Window.
  • Analyzed DTCC activity and holding to ensure timely trades and settlements.
  • Registered issue with the Depository Trust Company (DTC).
  • Settled and reconciled all securities, Fed and DTC eligible ($3 billion annually) with counterparties and custodians.
  • Downloaded files from DTCC and uploaded files to Schwab Clearing ensuring efficient processing were in place.
  • Monitored clearance accounts for USD spo charges coming in through DTC for international trades.
  • Processed stock borrows, loans and returns through DTC via Loanet system.
  • Bank Reconciliation Reconciled DTC/NSCC Cash account and prepared MIS spreadsheet.
  • Matched DTCC confirms and affirmed trades using Advent/Dataport system.
  • Instructed on Fed fund wires for trades that could not settle via DTC with spo charges.
  • Created procedures for foreign dividend processing Completed projects for Manager Process daily trades for DTC free, buy and sale
  • Process mark to markets daily via G-1 or Equilend.Ensure all charges are sent via DTC or fed wire.
  • Insured that all settlement activities are processed within the designated Loanet and DTC timeframes.
  • Confirmed prepays and collateralized trades thru DTCC.
  • Manage new account launches and account terminations in Eze Castle, APX, DTCC, Omgeo and Satuit.

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1 DTC Jobs

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47. Daily Operations
demand arrow
low Demand
Here's how Daily Operations is used in Operations, Senior Specialist jobs:
  • Supported supervisors of GDS DataManagement in the daily operations and areas of responsibility of the department.
  • Managed daily operations of four centrally-managed account platforms with over $5 billion assets under management.
  • Outlined formal procedures and policies to streamline daily operations.
  • Oversee and maintain daily operations to enhance and support an efficient corporate office.
  • Administered all aspects of daily operations in Business Objects Web Intelligence XL R3.
  • Assist Store Manager in daily operations.
  • Oversee daily operations of Fraud Control Services PosPay TRecs system including creating and updating department procedures and training internal users.
  • Managed daily operations of a speakers bureau consisting of up to 2,500 HCPs.

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11 Daily Operations Jobs

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48. IRS
demand arrow
low Demand
Here's how IRS is used in Operations, Senior Specialist jobs:
  • Assigned 25% more accounts by senior management due to my increased productivity within my first year with the group.
  • Maintained a superior quality rating in file handling and research resolution for first quarter 2011 exceeding personal and departmental goal.
  • Earned a promotion to Senior Specialist in the first year of employment due to strong performance and skill growth.
  • Process and verify First Cash payments * Call for balance approvals and foreign rates exceeding 100,000 U.S. dollars.
  • Developed, implemented, and optimized policies and procedures within Medical Affairs and the Science & Technology organization.
  • Collaborated with Legal for contracting within Medical Affairs on vendors, consultants, and advisory boards.
  • Saved the company approximately $1,000 in billing errors within the first 30 days of service.
  • Supervised regulatory affairs, CMC, drug safety and surveillance, and medical affairs personnel.
  • Coordinated and lead a Bi-Monthly meeting between Wealth Management Group and First Clearing Corporation.
  • Input paper transfers on Bess System * Initiate and shutdown First Cash system.
  • Reduced first bag off time to 90 seconds by utilizing standard work practices.
  • Submitted reports to the IRS with full details of the aforementioned transactions.
  • Provided acquisition support for large dollar acquisitions at the IRS.
  • Reported cash transactions in excess of $10,000 to IRS.
  • Implemented the company's first property management program.
  • Liaised with global regulatory affairs staff regarding technical/format requirements on submission deliverables.
  • Designed, developed, and instructed courses for First Responder and Emergency Management (EM) training.
  • Designed and successfully implemented department's first support team that reduced employee turnover by 40%.
  • Analyzed IRS Acknowledgement Report and resolved Tax ID discrepancies.
  • Train new staff as required - - Handle IRS compliance and system integrity - Updated individual customer files.

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21 IRS Jobs

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49. Staff Members
demand arrow
low Demand
Here's how Staff Members is used in Operations, Senior Specialist jobs:
  • Provided prompt follow-up with individual staff members, demonstrating efficiency with awareness to the urgency or non-urgency of some issues.
  • Conduct training of new staff members locally and abroad in Manila, Philippines regarding portfolio processing exceptions and procedures.
  • Reviewed work performance by staff members, assuring adherence to policies, procedures, deadlines and quality standards.
  • Reviewed and Quality Checked work performed by staff members to ensure adherence to client qualification standards.
  • Created training materials and trained ~25 staff members on system use.
  • Participated and made recommendations in meetings with higher level staff members.
  • Configured optimal teams of staff members and assigned schedules for projects.
  • Trained and mentored staff members for new and updated processes.
  • Mentored and assisted staff members with outstanding issues seeking resolution.
  • Mentored junior staff members in reconciliation and tax reporting.
  • Trained all new staff members Kept track of all monthly statistics and gave copies to all managers monthly.

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18 Staff Members Jobs

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50. External Clients
demand arrow
low Demand
Here's how External Clients is used in Operations, Senior Specialist jobs:
  • Recognized by senior management for knowledgeable and ability to work collaboratively with internal and external clients and management.
  • Monitored and managed Settlement processing systems and supported managed file transmissions to both internal and external clients.
  • Interfaced effectively with both internal and external clients.
  • Provided exceptional service to internal and external clients.
  • Played a key role in enhancing the overall client experience by delivering accurate and timely service to internal and external clients.
  • Prioritize projects and interact with multiple internal support areas and external clients to meet standards and deadlines.
  • Act as liaison between senior team members, organizations, internal and external clients and the media.
  • Analyze and respond to all performance related questions and problems for internal and external clients.
  • Resolved on-line and pay by phone transaction problems for internal and external clients.
  • Provide service to internal and external clients for more than 100,000 advisory accounts.
  • Provided training to new employees and internal / external clients on department procedures.
  • Maintain and enhanced relationships with internal and external clients.
  • Created training materials for support and external clients.
  • Communicated with internal and external clients on matters.
  • Provided navigational support on two SVBeConnect online banking applications, for both internal and external clients.
  • Identify and explain outliers to internal and external clients.

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190 External Clients Jobs

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Operations, Senior Specialist Jobs

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20 Most Common Skills For An Operations, Senior Specialist

New Procedures

18.2%

Ensure Compliance

12.4%

Customer Service

10.7%

Loan Portfolio

10.2%

Financial Advisor

10.1%

Data Entry

5.9%

Foreclosure

5.4%

Loss Mitigation

3.4%

Special Projects

2.8%

EMC

2.6%

Subject Matter

2.5%

Equity

2.3%

Bankruptcy

2.2%

Project Management

2.0%

MSP

2.0%

Technical Support

1.5%

SAN

1.5%

New Accounts

1.5%

FHA

1.4%

ACH

1.4%
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Typical Skill-Sets Required For An Operations, Senior Specialist

Rank Skill
1 New Procedures 13.8%
2 Ensure Compliance 9.4%
3 Customer Service 8.1%
4 Loan Portfolio 7.8%
5 Financial Advisor 7.7%
6 Data Entry 4.5%
7 Foreclosure 4.1%
8 Loss Mitigation 2.6%
9 Special Projects 2.2%
10 EMC 2.0%
11 Subject Matter 1.9%
12 Equity 1.7%
13 Bankruptcy 1.7%
14 Project Management 1.6%
15 MSP 1.5%
16 Technical Support 1.1%
17 SAN 1.1%
18 New Accounts 1.1%
19 FHA 1.1%
20 ACH 1.1%
21 Ensure Accuracy 1.1%
22 Corporate Actions 1.0%
23 ATM 1.0%
24 Legal Documents 1.0%
25 High Volume 1.0%
26 Underwriting Guidelines 1.0%
27 Process Improvement 0.9%
28 Business Partners 0.9%
29 SLA 0.9%
30 Powerpoint 0.8%
31 SQL 0.8%
32 Customer Accounts 0.8%
33 Client Relationships 0.8%
34 SME 0.8%
35 Wire Transfers 0.8%
36 Fnma 0.8%
37 LPS 0.8%
38 Internal Departments 0.7%
39 Ofac 0.7%
40 Due Diligence 0.7%
41 External Customers 0.7%
42 Conference Calls 0.7%
43 Problem Resolution 0.7%
44 Unix 0.7%
45 Data Integrity 0.7%
46 DTC 0.7%
47 Daily Operations 0.7%
48 IRS 0.7%
49 Staff Members 0.6%
50 External Clients 0.6%
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20,893 Operations, Senior Specialist Jobs

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