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Financial Services Representative

3 months ago

Raleigh, United States Apex Systems Full time

Contract: 1 year

Location: onsite - Raleigh, NC

Pay: $25/hr - paid weekly on W2

Qualifications:

  • Financial or banking background preferred but not required
  • Core operations/back-office operations experience
  • Eye for detail, organized, experience in financial services quality/process monitoring, task driven, good verbal and written communication, good time management


Job Details

We are currently building out a back-office financial team that will be working to support a brand-new product for a leading Technology Client. A front-office team will be fielding questions directly from the customer and handling customer interaction and customer facing issues, while the back-office team will be responsible for handling escalations research that entail core operations, disputing transactions, payment deferment, complaints, etc.


Must have a combination of the following below skills:

  • Disputes: Preferable experience with consumer disputes or chargeback transaction handling, review, and response. Detail oriented, task focused, able to manage high volumes with good time management.
  • Special Ops: preferable experience with bankruptcy, deceased handling, SCRA, debt validation. Detailed, organized, and task oriented. Good verbal and written communication. Good time management
  • Complaints, Manual underwriting and MU Exceptions, and corrective credit / goodwill: preferable experience with consumer complaints handling, Application and credit review process and overall regulatory landscape for financial services. History with investigations and customer experience responses. Detail oriented, task focused, able to manage high volumes with good time management and high accuracy. Strong written communications skills.
  • Issues Management : Preferably experience with Incident/Issue/ or Problem management and understanding of overall regulatory landscape for financial services. History with investigations, root cause analysis, problem solving, remediation, and risk identification. Strong project management skills required. Ability to manage up and influence without authority. Strong written communications skills (technical writing skill preferred). Detail oriented, good at prioritizing work, able to manage independently. Understands how to corral the right people and drive action and results.
  • Credit Bureau Reporting: Knowledge of Credit and Credit Bureau reporting laws/requirements, Previous experience working in a Credit or Credit supporting function, Working knowledge of CRAs, Ability to research, analyze, and decipher borrowers’ credit reports, Awareness of Data protection obligations and Infosec best practices,, Ability to work cross-functionally amidst tight deadlines, Task focused, Must be detail oriented with good written & verbal communication, Manage high volumes with high accuracy and good time management.
  • Payments, mailed in checks
  • Detail-orientation with strong problem solving and sound decision-making skills
  • Proven ability to handle sensitive information in a confidential manner
  • Ability to effectively prioritize tasks, handling a variety of responsibilities simultaneously