Banking CSR Documentation Analyst

4 days ago


Farmington, United States OpTech Full time

Why work at OpTech?

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today

We are currently seeking 3 Complaint Intake & Resolution Specialists to join our clients team. These positions are crucial to ensuring the efficient handling of complaints and concerns related to card programs. They handle the next step of validations, documentation and analyzing complaints that have come through. If you're a motivated individual with a strong customer service background and attention to detail, wed love to have you on board

Hybrid Onsite: Farmington Hills, MI (3 days onsite required)

Openings: 3

Key Responsibilities:

  • Intake & Rerouting: Manage incoming calls related to card complaints, re-routing issues to appropriate vendors for resolution.
  • Documentation & Complaint Reviews: review complain information, complete research, reviews the call logs, validate documentation provided, collect details and identifies potential fraud issues
  • Collaborative Work: Collaborate closely with the internal team and external vendors to resolve customer complaints and provide solutions.
  • Systems Proficiency: Learn and efficiently navigate various systems, including Converge and service provider customer service systems.
  • Understanding Regulatory Components: Apply knowledge of regulatory components to address complaints in compliance with industry standards.
  • Detail-Oriented: Maintain a high level of accuracy and attention to detail when processing complaints and interacting with customers and vendors.
  • Customer Service Focus: Provide friendly, professional, and effective support to cardholders and partners.

Required Qualifications:

  • Customer Service Excellence
  • Banking/Financial Services Support experience
  • Salesforce experience
  • Experience with documentation
  • Analysis skills
  • Curious Mindset
  • Ability to learn and adapt quickly to new systems and processes.
  • Ability to work effectively in a fast-paced environment, with a focus on problem-solving and resolution.
  • Strong attention to detail and organizational skills.

Preferred Qualifications:

  • Card Program Knowledge: Experience with banking card programs (Retail/Commercial) is preferred.
  • Consumer Regulations Knowledge: Familiarity with consumer protection regulations (such as Reg E) is highly desired.
  • Systems Exposure: Prior experience with card payment systems (e.g., Converge or similar platforms) is a plus.

OpTech is an Equal Opportunity Employer (EOE), all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



  • Farmington Hills, United States OpTech Full time

    Why work at OpTech? OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply...

  • Treasury Analyst

    1 month ago


    Farmington, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are inviting applications for the role of a Treasury Analyst in the manufacturing industry, based in Farmington, Connecticut. This role offers a long-term contract employment opportunity and involves supporting the Treasury Center team along with other teams. As a Treasury Analyst, you will be engaged with intercompany loan...

  • Main Bank Cashier

    5 months ago


    Farmington, United States Lady Luck Nemacolin Full time

    Job duties and responsibilities: All cash and cash equivalents in the Main Bank and all aspects of the operation of the chip bank, including keeping the Chip Bank balanced and impressed on a shift basis. Receives and verifies cash, chips, plaques, cash equivalents, gaming vouchers, jackpot payout slips and personal checks received for gaming purposes from...


  • Farmington Hills, United States comerica Full time

    Consumer Loan Front End AnalystThe Front-End Analyst is responsible for having knowledge of the process for Consumer Lending products which includes credit, compliance, title searches, appraisals and various terms and conditions associated with Consumer Lending. They are responsible for application validation and quality to confirm Comerica policies and...


  • Farmington Hills, United States comerica Full time

    Consumer Loan Front End AnalystThe Front-End Analyst is responsible for having knowledge of the process for Consumer Lending products which includes credit, compliance, title searches, appraisals and various terms and conditions associated with Consumer Lending. They are responsible for application validation and quality to confirm Comerica policies and...

  • Trust Analyst

    6 days ago


    Farmington, United States Kelly Full time

    Job DescriptionFor those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we’re here for you! We’re seeking a Trust Analyst to work at a premier Financial Company in Farmington Hills. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.Why you should apply to be Trust...


  • Farmington, Michigan, United States City of Farmington Full time

    Job Title: Senior Programmer AnalystJob Summary:The City of Farmington is seeking a highly skilled Senior Programmer Analyst to join our Information Technology team. As a key member of our team, you will be responsible for providing technical support and assistance to our users, as well as performing a variety of administrative and advanced technical support...

  • Refund Analyst

    16 hours ago


    Farmington, United States ORTHOPEDIC ASSOCIATES OF HARTFORD Full time

    Job Type Full-time Description Established in 1970, Orthopedic Associates of Hartford, P.C., is one of the areas largest orthopedic practices with office locations throughout greater Hartford. Our growing practice is currently seeking a Refund Analyst with Epic experience to join our Billing & Collections team in our Farmington business office. The...

  • Senior QA Analyst

    2 weeks ago


    Farmington, United States Digital United Full time

    Accepting applicants in CT, MA, FL Primacy is a human-centered, digital-first agency that crafts purposeful and pivotal brand experiences in healthcare, higher ed and financial services. Trusted for our expertise and chosen for our creativity, our team of seasoned pros deliver boldly imagined, thoughtfully crafted and hugely successful experiences that...


  • Farmington, United States Hartford Healthcare Full time

    Description Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details:Work where every moment matters. Every day, over 38,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of Connecticuts most comprehensive healthcare network. The...

  • Workday ERP Analyst

    2 weeks ago


    Farmington, United States San Juan Regional Medical Center Full time

    Love what you do; Love where you live The Workday ERP Analyst is responsible for stabilizing and enhancing the Workday Financial platform. This position will lead finance system configuration, oversee system configuration requirements, and ensure workday workstream performance improvement and alignment. This role will perform Workday functional configuration...


  • Farmington, United States w3r Consulting Full time

    Operational and Third-Party Risk Reporting Operational Risk and Third-Party Reporting: Utilize previous knowledge and experience to build and analyze reports from the Governance, Risk and Control (GRC) system and Microsoft Power BI to support both the operational risk and third-party risk teams. Provide meaningful, real-time information by identifying...


  • Farmington Hills, United States Experis Full time

    Our client in the IT industry is seeking an IT Service Desk Analyst to join their team. As an IT Service Desk Analyst, you will be part of the Service Desk team supporting James' Team. The ideal candidate will have a strong sense of urgency, organizational and communication skills, and exposure with using TEAMS, Zoom, and conference room audio/video...


  • Farmington, United States City of Farmington Full time

    JOB OPENING CITY OF FARMINGTON JOB POSITION #186 - Senior Programmer Analyst NUMBER OF VACANCIES: 1 DEPARTMENT: Information Technology PAY CLASS: N - Non-Exempt SALARY RANGE: $60,370.48 to $93,849.07 WORK LOCATION: City Hall TYPE OF POSITION: Regular, Full-Time DAYS WORKED: Monday-Friday HOURS WORKED: 8:00 am - 5:00 pm APPLICATIONS WILL BE RECEIVED THROUGH:...

  • Acquisitions Analyst

    2 months ago


    Farmington Hills, United States RHP Properties Full time

    Job DescriptionJob DescriptionJob Description Who is RHP Properties?Headquartered in Farmington Hills, Michigan, RHP Properties (www.rhp.com) is the nation's largest private owner and operator of manufactured home communities. With more than 370 communities throughout 30 states, we continue to expand our footprint to provide accessible and affordable...


  • Farmington, United States City of Farmington Full time

    JOB OPENINGCITY OF FARMINGTONJOB POSITION #186 - Senior Programmer AnalystNUMBER OF VACANCIES: 1DEPARTMENT: Information TechnologyPAY CLASS: N - Non-ExemptSALARY RANGE: $60,370.48 to $93,849.07WORK LOCATION: City HallTYPE OF POSITION: Regular, Full-TimeDAYS WORKED: Monday-Friday HOURS WORKED: 8:00 am - 5:00 pmAPPLICATIONS WILL BE RECEIVED THROUGH: Open Until...

  • Technical Analyst III

    5 months ago


    Farmington, United States UConn Health Full time

    Job Detail Job Title: Technical Analyst III Department: 62130-High Performance Computing Location: Farmington FTE%: 1 Shift 1st Search #: 2024-1400 Closing Date: Recruiter: Rucker, Pamela S. Additional Links: Excellence, Teamwork, Leadership and...

  • Assistant Manager

    2 weeks ago


    Farmington, United States Holiday Franchise Group Full time

    Holiday is a great place to work! Here is why: We know that you can work anywhere. However, working at Holiday is the start of something great! While you make it easy for our customers, we focus on you and your development! Our people make us who we are. We want to see you grow, so we put growing together at the forefront of everything we do. It is our duty...


  • Farmington Hills, United States Hitachi Astemo Americas, Inc. Full time

    Description Summary: This position is critical in supporting the implementation and maintenance of supplier quality management systems for the region in a spirit of collaboration with the global and regional executive management teams. This role is a testament to the importance of teamwork, ensuring all sites comply with the Global Quality Operations...


  • Farmington, Pennsylvania, United States Lady Luck Nemacolin Full time

    Job Description:">">Cash and cash equivalents in the Main Bank must be accurately maintained by this role.">The Chip Bank, a critical component of the operation, requires balance and maintenance on a shift-by-shift basis.">This includes receiving and verifying cash, chips, plaques, cash equivalents, gaming vouchers, jackpot payout slips, and personal checks...