"Alerted.org

Essential Duties and Responsibilities

+ Assists internal & external clients with inquiries or issues via phone and email

+ Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures

+ Assists with processing payment request sent by clients and Financial Advisors

+ Analyzes the feasibility of client collateral release requests

+ Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring

+ Performs other duties and responsibilities as assigned

Knowledge of

+ Basic accounting concepts, practices and procedures

+ Multi-state retail loan servicing practices

Skill in

+ Entering transactions into an automated accounting system

+ Analyzing and adjusting transaction and account balance discrepancies

+ Gathering and compiling information

+ Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases

Ability to

+ Identify and recommend solutions to routine loan accounting or loan servicing issue

+ Make routine decisions

+ Communicate effectively, both orally and in writing, with all organizational level

+ Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line

+ Provide a high level of customer service

Licenses/Certifications

+ None