- Raymond James Financial, Inc. (Richmond, VA)
- …and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up ... to ensure accurate completion. * Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists… more
- United States Senate Federal Credit Union (Staunton, VA)
- …errors. + Maintains confidentiality of all member interactions, transactions, and documentation . Ensures that proper handling of documents occurs to include proper ... logging of documents for storage and/or destruction, filing, imaging, and shredding. + Actively engages and participates in training, coaching sessions, team meetings, group discussions and motivational/ promotional activities with the organization. Ensures… more
- Carrington (Richmond, VA)
- …performance, scalability, and reliability. + Develops and maintains comprehensive documentation of data processes, reports, applications, and procedures to ensure ... consistency, knowledge sharing, and alignment with organizational standards. + Designs, develops, and deploys scalable reporting and dashboard solutions to support business intelligence, data visualization, and operational efficiency, ensuring appropriate… more
- TD Bank (Vienna, VA)
- …escalate non-standard, high risk transactions / activities as necessary + Ensures documentation that is prepared / completed is accurate and properly reflects client ... / business intentions and is consistent with relevant rules / regulations + Identifies, suggests and actively participates in process improvement opportunities + Actively manages relationships within and across various business lines/ corporate and/or control… more
- Marriott (Arlington, VA)
- …* Reconciles balance sheet to ensure account balances are supported by appropriate documentation in accordance with SOPs. * Ensures that the P&L is accurate (eg, ... costs are properly matched to revenue, costs are recorded in the proper accounts). * Ensures compliance with management contract and reporting requirements. * Ensures compliance with standard and local operating procedures (SOPs and LSOPs). * Ensures… more
- PLUS Communications (Arlington, VA)
- …payments, request refunds, and resolve billing issues. + Supporting reporting and documentation needs across internal tools and platforms. + General ledger and ... revenue recognition experience + Experience interfacing with business leaders to build new business systems/processes This job may be for you, if you: + Are great with details, especially when it comes to numbers and data accuracy. + Are a problem solver who's… more
- Highmark Health (Richmond, VA)
- …hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for ... distribution. + Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates,… more
- ServiceNow, Inc. (Vienna, VA)
- …platform products and capabilities. + Guiding customers in completing required documentation such as business requirement workbooks for technical aspects of the ... solution + Drafting more technically-focused user stories, their acceptance criteria, testing strategy and knowledge transfer while supporting customers in reviewing and approving them + Guides and provides ad-hoc oversight/training for the customer's future… more
- Clark Construction Group, LLC (Mclean, VA)
- …when representing the Company + Analyze drawings, specifications, proposals, and other documentation to prepare time, cost, and labor estimates for projects + Lead ... or Perform portions of estimates for multi-discipline projects including understanding scope and performing accurate quantity surveys + Supervise and train other estimators in your primary area of expertise + Solicit Subcontractor and/or Vendor quotes and… more
- University of Virginia (Locust Grove, VA)
- …(eg, InBasket, telephone encounters, prescription requests, pools, letters, and documentation only) per department process guidelines. + Creates patient no ... show and cancellation letters according to office policy. Calls to reschedule as appropriate. + Achieves expected metric targets applicable to scheduling and registration + Scheduling: + Obtains, load and verify required demographic and insurance information… more