Digital Workflow Services Associate

Madison-Davis

  • St Petersburg, FL
  • 30+ days ago

    Highlights

    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

    LocationSt 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.

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