Account Servicing Specialist
2 weeks ago
Job Summary
Lenmar Consulting Inc. is seeking a highly skilled and detail-oriented Senior Servicing Representative to join our team. As a Senior Servicing Representative, you will be responsible for evaluating PATRIOT Act verification exceptions, incoming documents and inquiries, and making determinations on the right course of action.
Key Responsibilities
- Evaluate PATRIOT Act verification exceptions and make determinations on the right course of action
- Perform research on incoming documents and inquiries
- Develop subject matter expertise across the department and apply that knowledge to determine document validity
- Ensure document compliance based on account type and take appropriate steps to remediate or close accounts that are out of compliance
Requirements
- Computer literacy in Microsoft Office Suite
- Previous experience with Legacy Brokerage internal systems is preferred
- Previous New Account experience is preferred
- Proven ability to learn other software packages
What We Offer
Lenmar Consulting Inc. is committed to providing a confidential and inclusive work environment. We offer competitive compensation and benefits packages to our employees.
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