What Does A Senior Operations Representative Do At People's United Bank
* Processes disbursements (including outgoing wires, money movement to checking accounts and issuing checks) per client request.* Reviews and posts disbursement packets received from account administrator.* Reviews and maintains personal and fiduciary records and mails necessary documentation to IRS and state agencies.* Reviews Security Litigation Claims to ensure legal requirements are being met.* Files claims by mandatory required deadline.* Researches qualification of owner to participate in the process.* Reviews and makes necessary adjustment to cost basis and allocation for tax lot accounting.* Processes income collection, security pay downs and all incoming wires.* Pays down principal for GNMA* FNMA, etc.* Researches all inquiries regarding difference in funds received.* Posts checks received via sources other than wires.* Reviews and completes processing of manual tax preparation, closing account, and final fees.* Verifies and deposits with corresponding asset adjustment for daily input of notes and mortgage payments.* Processes all real estate payments and removes properties that are paid off.* Verifies correct amounts for receipts of cash.* Confirms money incoming from checks, ACH or wires are deposited to client accounts accurately and by established deadline.* Oversees and corrects transactions causing out of balance statements.* Maintains and reviews records with real estate coverage through SES Insurance.* Sets up accounts with SES for clients
What Does A Senior Operations Representative Do At Liberty Mutual
* Prepare and analyze data from multiple financial systems, including journal entries and other financial transactions.* Monitor compliance with policy and procedures; identify trends in activities and outcomes.* Prepare operating reports for management.* Participate in month-end closing activities.* Ensure that accounts are balanced and reconciled.* Research and resolve complex issues and discrepancies; take corrective measures to prevent reoccurrence.* Recommend changes in procedures to enhance efficiency.* Accountable for serving as a liaison for assigned accounts, customers and/or vendors.* May handle the more sensitive issues or transactions.* Serves as resource for less experienced staff; may train lower-level employees or review work
What Does A Senior Operations Representative Do At Capital One
* The Senior Operations Production Representative will close bank accounts that are either bank initiated or customer initiated closures.* The position utilizes many systems to close accounts and print checks.* This role requires attention to detail and problem solving skills.* The Senior Operations Production Representative will proactively identify operation and/or customer experience issues, appropriate management and awareness of escalated situations, and auditing and reviewing others'work.* The work requires analysis of customer account activity and review of documentation to determine course of action.* Position will also handle phone calls to and from bankers
What Does A Senior Operations Representative Do At Dell
* Provide general support by collecting and keying charges and credits into the billing systems* Bundling reports and distribution, records storage and management* Work with hospital units to enter and balance daily hospital census* Provide first-level support as needed in support of IS systems
What Does A Senior Operations Representative Do At Capital One
* Excellent communication and negotiation skills* Ability to problem solve* Strong interpersonal, organizational, and decision-making skills* Ability to prioritize and manage multiple tasks in a fast-paced team environment* Ability to drive towards results
