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New Business Associate
2 months ago
Job Summary
Nassau Financial Group is seeking a highly motivated and detail-oriented New Business Associate to join our team. As a key member of our New Business team, you will play a critical role in reviewing new applications, setting up cases for our New Business Case Managers, and ensuring the smooth execution of our new business process.
Key Responsibilities
- Review and process new applications for multiple lines of business, ensuring accuracy and completeness.
- Set up cases for New Business Case Managers, verifying all forms and requirements.
- Conduct quality checks and identify missing requirements for multiple lines of business.
- Escalate cases that require special handling or involvement to the appropriate team members.
- Coordinate with internal teams to ensure timely and accurate processing of new business applications.
- Perform outgoing reach-outs to verify status of funds and resolve any issues.
- Review and direct incoming requirements through various channels, ensuring timely processing.
- Handle basic inquiries regarding application status through various communication channels.
- Support the day-to-day Quality of Business strategy by identifying and reporting inconsistencies or discrepancies.
- Meet productivity and quality goals, prioritizing tasks and managing daily workload effectively.
- Adhere to company policies and procedures, including regulatory requirements and controls.
Requirements
- High school diploma or equivalent required; associate degree preferred.
- Excellent interpersonal and communication skills, with ability to interact with internal and external clients.
- Strong organizational and time management skills, with ability to prioritize tasks and manage multiple projects.
- Basic problem-solving skills and ability to adapt to changing environments.
- Proficiency in Microsoft Office and other relevant software applications.
Benefits
Nassau Financial Group offers a competitive compensation package, including a base salary, performance-driven incentives, and opportunities for professional development. Our company culture values collaboration, innovation, and customer satisfaction, making us an attractive employer for motivated and talented individuals.