Account Servicing Specialist

2 weeks ago


South Jordan, Utah, United States Lenmar Consulting Inc. Full time

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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