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Disputes Specialist
4 months ago
Disputes Specialist
InvestiNet, LLC
On-Site, Greenville, SC, USA
Employees:
101-500
Skills:
Degree; Certification: High school diploma required; Bachelor’s Degree preferred, but not required. Industry Experience: (Preferred) Experience in the financial services industry is highly desirable, but is not required Familiarity with disputes, complaints, escalated issues specific to the financial services industry Familiarity with reviewing legal documents Experience in any of the following fields is valuable but not required: financial services, regulatory compliance, data entry, database management, project management, banking industry
Main Contact:
Kathryn Taylor
Start Date11/16/2023
We are looking for a detail-oriented professional to join our Disputes team
Key Responsibilities
Department Oversight
• Manages incoming and ongoing disputes following set procedures
• Documents account activities thoroughly and concisely
• Utilizes judgment in decision making and responses
• Monitors and responds to Disputes inbox emails within expected timeframes
• Utilizes and develops reporting as needed to successfully manage department processes
• Communicates and manages changes and updates for internal teams
• Maintains consistency and professionalism while assisting and communicating with servicer, clients, and internal teams across levels
Disputes and Customer Focus
• Takes ownership of disputes process while prioritizing customer needs and maintaining adherence to compliance regulations
• Abides by all applicable regulatory and department practices and procedures and escalates issues or concerns as needed
• Works with internal teams to update policies, manuals, and processes as needed for changing regulations
• Manages to client and company expectations with dispute resolution and response time
• Mitigates risk both internally and for clients in resolving disputes as appropriate
• Staying up-to-date on industry knowledge, as well as the changing legal and regulatory landscape and relate regulations
• Pursues ongoing training and conversations to further goals, knowledge and/or production
Analysis and Problem Solving
• Critical thinker and ability to exercise independent judgment, able to ask appropriate questions and identify opportunities for efficiency in processes in results
• Presenting information in a manner that is quick and easy to read/apply across levels, able to articulate information clearly and succinctly
• Prioritizes accuracy and attention to detail
• Recognizing and escalating issues that are unusual or out of the norm
Technical Proficiency
• Comfortably operates multiple windows, tabs, messaging platform, and programs simultaneously
• Utilizes reporting to draw conclusions and order daily tasks
• Understanding of Microsoft Office; intermediate Excel skills valuable
• Basic understanding of MySQL valued but not required
• Familiarity with Adobe Acrobat
• Assists within and beyond the department with the development/operation of processes and procedures
• Willingness to work on a variety of assignments and projects
Essential Skills and Attributes
• Superior written and verbal communication skills
• Comfort with operating multiple tasks simultaneously
• Excellent analytical and problem-solving skills
• Intuitive to learning, maintaining knowledge
• Flexibility to working with, for, and alongside staff of all levels
• Ability to work independently as well as maintaining a team player attitude
• Comfort with strict deadlines and expectations
• Keen attention to detail
• Able to prioritize tasks effectively
Qualifications:
Degree; Certification: High school diploma required; Bachelor’s Degree preferred, but not required.
Industry Experience: (Preferred)
Experience in the financial services industry is highly desirable, but is not required
Familiarity with disputes, complaints, escalated issues specific to the financial services industry
Familiarity with reviewing legal documents
Experience in any of the following fields is valuable but not required: financial services, regulatory compliance, data entry, database management, project management, banking industry
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