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Job description
Senior Processing Representative (2 Openings)3 days in office; 2 remote (first 2 weeks of training will be in-office)*** MUST HAVE 2 MONITORS AT HOME ****** BACHELOR'S REQUIREDTop 3 Skills:Experience in a production-based roleEffective communication working with clientsDependability - looking for someone that is motivated to work in finance and further themselves in this rolePosition SummaryThe New Account Document Processing Department serves as a center of expertise for regulatory, policy, and procedural review across the firm. The Senior Processing Representative is responsible for validating new account documentation, conducting research, resolving escalated issues, performing quality reviews, and ensuring operational activities are completed accurately and in compliance with firm and regulatory requirements. This role requires strong analytical skills, attention to detail, and the ability to apply regulatory and procedural knowledge to complex documentation and account servicing requests.QualificationsRequiredBachelor's DegreeExperience in financial services or operationsPrevious new account processing experienceFamiliarity with *** systems and workflowsProficiency with Microsoft Office SuiteSkills & CompetenciesCustomer-focused with a strong sense of urgency and accountabilityAbility to manage multiple priorities and meet service level commitmentsStrong conflict resolution and critical thinking skillsEffective collaborator with a positive, team-oriented mindsetContinuous learner with a commitment to professional development
Worksite address
brooklyn, MD, 21225, US
Who can apply
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