Apply risk management and control principles by identifying discrepancies, monitoring for potential fraud or unauthorized activity, escalating issues as appropriate, and helping prevent processing errors.
Monitors transaction workflows, suspense accounts, and departmental reports, and resolves exceptions to support smooth operational execution and high-quality client service.
Research and resolves moderate to complex issues and inquiries, including ACAT and non-ACAT items, payment processing matters, disbursements, and other transaction-related exceptions.
Conducts status calls and provides updates for incoming accounts being funded manually to ensure visibility, coordination, and timely follow-through.
Partners with business partners, organizational units, and support teams to address issues appropriately, provide guidance, and ensure service delivery and problem resolution occur within expected timeframes.
Provides complex analytics and reporting to support operational oversight, process improvement, and the automation of client processing systems.
Participates in product development, product enhancements, and system testing to help ensure high-value transactions are processed accurately, efficiently, and in accordance with business requirements.
Solves complex operational problems using in-depth knowledge of system workflows, transaction processing requirements, downstream impacts, and industry standards.
Integrates strong functional expertise and industry best practices to deliver effective solutions and support to internal and external clients.
Works independently as an individual contributor within a collaborative team environment while consistently meeting deadlines and service level expectations.
Provides guidance, support, and training to lower-level client processing roles and may allocate, review, and approve the work of other team members to maintain quality and productivity.
Contributes to the achievement of team objectives through strong operational execution, client focus, risk awareness, and continuous process improvement.
To be successful in this role, we’re seeking the following
Bachelor’s degree or the equivalent combination of education and experience is required.
5-7 years of total work experience is preferred.
Experience in brokerage processing is preferred.
Applicable local/regional licenses or certifications as required by the business.