Act as a liaison between field/branch teams and centralized operations to resolve account and documentation issues. Support client account documentation and servicing activities while ensuring compliance with internal policies and industry regulations.
Numbers & Facts
Location
St Petersburg, FL
Description
Support client account documentation and servicing activities while ensuring compliance with internal policies and industry regulations.
Act as a liaison between field/branch teams and centralized operations to resolve account and documentation issues.
Process returned mail, batching, scanning, and related document handling activities.
Provide phone and email support for operational and compliance-related inquiries.
Review, update, and maintain client account records to ensure accuracy and regulatory compliance.
Prepare and distribute required client communications and regulatory mailings.
Troubleshoot basic system and process issues and escalate when necessary.
Support onboarding, training, and guidance for internal users on operational systems and procedures.
Assist with continuous improvement initiatives by providing feedback on workflows and processes.
Follow established procedures to complete routine and non-routine operational tasks under general guidance.