Operations Specialist Lead

4 weeks ago


Phoenix, United States First Citizens Bank Full time

Overview:

This Operations Specialist Lead position provides advanced operational support for the Global Loan Operations Governance team in the execution of daily activities. Facilitates processes and workflows while ensuring compliance with all applicable regulations and policies. Maintains records and/or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Is a subject matter expert in their daily responsibilities. May guide less experienced specialists on the team through knowledge in the area of work.

This is a hybrid position that would require working from the office at least once a month*

Responsibilities:
  • Service - Develops and maintains relationships with customers, associates and vendors to achieve business goals and streamline service experience. Answers inbound communications to service accounts, fulfill requests, or address issues. Determines client needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
  • Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Performs complex data entry, processing and documentation. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
    • Reviewing accuracy of information or loan documents (Loan and Security Agreement, Credit Agreement)
    • Preparing reports
    • Analyzing and researching items for resolution
    • Resolution to exceptions
    • Performs quality assurance
    • Performs governance activities related to Data Quality, FAS91, Credit Risk Rating reconciliation between loan origination system and loan accounting system
    • Manage fee logs / Review Control Reports
    • Completing and overseeing daily checklist ensuring all controls, procedures and processes relating to the assigned functions are followed
    • Ensuring all operational risk/issues are identified and mitigated appropriately and proactively
  • Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
  • Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.


Qualifications:

Bachelor's Degree and 1 years of experience in Financial Services or Operations Support OR High School Diploma or GED and 5 years of experience in Financial Services or Operations Support

Additional Preferred Qualifications

  • Knowledge of onboarding and maintaining client loans on multiple loan systems (primarily Signature)
  • Good Knowledge on payment schedules and posting payments to loan system
  • Strong ability to multi-task, handle high volumes, and support cross-functional teams
  • Excellent written and verbal communication skills with ability to convey information
  • Proficient at independently researching and solving complex scenarios
  • Solid networking skills, strong ability to establish relationships with internal clients.
  • Strong attention to detail
  • Critical thinking with the awareness to know when to challenge or question
  • Able to work in a transforming environment and be an ambassador for change
  • Aptitude for following process and procedures
  • Able to act as a Subject Matter Expert and leader for less experienced team members and work independently with Business Partners as a SME on projects and initiatives as assigned

  • Operations Specialist

    4 weeks ago


    Phoenix, United States tango Full time

    **Position**: Operations Specialist** **Department**:Referral Management** **Reports to**: Director, Referral Management** The Operations Specialist is responsible for providing administrative support to the day-to-day operations of the Referral Management team. In partnership with the Referral Management leadership, the Operations Specialist identifies,...


  • Phoenix, United States The Charles Schwab Corporation Full time

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us " challenge the status quo" and transform the finance industry together. At Schwab, you're empowered to make an impact o Operations, Specialist, Operation, Processing, Business Partner, Manufacturing


  • Phoenix, United States DMC Mining Services Full time

    Description DMC Mining Services is a leading provider of mining services and solutions. As one of North America’s premier underground contractors for over 38 years, our comprehensive list of mining services ranges from shaft sinking and raise boring to full mine development and operation. With one of the lowest incident / accident frequency rates in...


  • Phoenix, United States LEAD Staffing Full time

    Job DescriptionJob DescriptionElectrical Superintendent Job Description As an Electrical Superintendent you play an integral role in overseeing the successful execution of electrical projects, ensuring they are completed efficiently, on time, and within budget. This position involves coordinating the efforts of various team members, including...


  • Phoenix, United States Organic Biolabs Full time

    Lead Generation Specialist Essential Functions Track, manage, and report on leads in the CRM system. Distinguish quality leads through a series of logical questions and filtering process and pass qualified leads to appropriate personnel to pursue opportunities. Produce and analyze Win/Loss follow-up, ROI reports, close ratios, monthly reports,and other...


  • Phoenix, United States Organic Biolabs Full time

    Lead Generation Specialist Essential Functions Track, manage, and report on leads in the CRM system. Distinguish quality leads through a series of logical questions and filtering process and pass qualified leads to appropriate personnel to pursue opportunities. Produce and analyze Win/Loss follow-up, ROI reports, close ratios, monthly reports,and other...


  • Phoenix, United States SA Technologies Inc Full time

    Job Description Role: Records Specialist/Project Lead Estimated Duration: 6+ months Location: Phoenix, AZ (hybrid) Position Description The Records Specialist is responsible for managing files that are provided to the Client, maintaining files pursuant to records retention schedules, and providing those files when responding to records requests. During the...


  • Phoenix, United States TSMC Full time

    **Human Resources Operations Specialist** At TSMC Arizona, brilliance can ignite a world of innovation and launch a promising future. The world’s most brilliant innovators entrust us to transform their ideas into world-changing products that impact millions of lives. As long as you have the same passion to pursue excellence, you will find your fit...


  • Phoenix, United States State of Arizona Full time

    DEPARTMENT OF ECONOMIC SECURITY - Your Partner For A Stronger Arizona. _ - DES works with families, community organizations, advocates and state and federal partners to realize our collective vision: A thriving Arizona._ - DES serves more than 3 million Arizonans. Our Mission is to strengthen individuals, families, and communities for a better quality of...


  • Phoenix, United States Freeport McMoRan Full time

    **Where You Will Work** Our global headquarters is in Phoenix, Arizona. Several hundred employees support global operations in finance, human resources, information technology, planning and more from the main office, satellite offices or online. Employees working on a flexible schedule collaborate online and in-person at our Collaboration Hub at the Cotton...

  • SOC Lead

    7 days ago


    Phoenix, United States Consumer Cellular Full time

    Job Summary The SOC Lead is a senior-level position within the Security Operations Center, providing leadership and mentorship to a team of security analysts delivering best-in-class security monitoring for Cyber Security operations. The SOC Lead will play a crucial role in leading and managing our Security Operations Center, overseeing a growing team of...


  • Phoenix, United States First Citizens Bank Full time

    OverviewThis Senior Operations Specialist - Global Loan Operations position establishes the ongoing maintenance of commercial loans. Researches or reconciles complex information. Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to. Works independently and has proven expertise that...


  • Phoenix, United States First Citizens Bank Full time

    Overview: This Senior Operations Specialist Global Loan Operations position establishes the ongoing maintenance of commercial loans. Researches or reconciles complex information. Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to. Works independently and has proven expertise that...


  • Phoenix, United States CareerBuilder Full time

    Overview: This Senior Operations Specialist Global Loan Operations position establishes the ongoing maintenance of commercial loans. Researches or reconciles complex information. Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to. Works independently and has proven expertise that...


  • Phoenix, United States MedAire Full time

    **Overall Purpose of The Job**: The International Operations Specialist is responsible for global medical and travel assistance services through effective case management to clients, customers, and corporate members. The job includes processing all client requests for medical and security assistance/advice and/or travel assistance in accordance with company...


  • Phoenix, United States S.M.A.R.T. Full time

    **Job description** The company (SMART) specializes in management software as a service (SaaS). For over 35 years, SMART has been a leader in the education industry delivering cost efficient solutions. Saving the customer's time and increasing productivity through the implementation of our technologies. This position leads to advancement for the...

  • ServiceNow Tech Lead

    4 weeks ago


    Phoenix, United States Forhyre Full time

    We are seeking a highly skilled and experienced ServiceNow Operations Manager to join our team at Forhyre LLC. The successful candidate will be responsible for managing and leading multiple strategic projects, collaborating with internal and external stakeholders, and ensuring the successful delivery of ServiceNow operations. Qualifications: 12+ years'...


  • Phoenix, United States S.M.A.R.T. Full time

    The company (SMART) specializes in management software as a service (SaaS). For over 35 years, SMART has been a leader in the education industry delivering cost efficient solutions. Saving the customer's time and increasing productivity through the implementation of our technologies. This position leads to advancement for the individuals who work...


  • Phoenix, United States Revmo AI Full time

    About UsRevmo AI is at the forefront of AI-driven marketing solutions, empowering businesses to reach new heights through innovative and data-driven marketing strategies. We specialize in leveraging artificial intelligence to optimize marketing campaigns, enhance customer experiences, and drive sustainable growth. As we continue to expand, we are seeking a...


  • Phoenix, United States Revmo AI Full time

    About UsRevmo AI is at the forefront of AI-driven marketing solutions, empowering businesses to reach new heights through innovative and data-driven marketing strategies. We specialize in leveraging artificial intelligence to optimize marketing campaigns, enhance customer experiences, and drive sustainable growth. As we continue to expand, we are seeking a...