Banking Services Operations Associate III - Consumer Payments & Maintenance
Core
Skilled clerical duties for consumer payments, payoff processing, and account maintenance, including exception handling and vendor oversight.
Role type
Banking operations associate (consumer payments)
Builds
Consumer payment processing workflows and mortgage account maintenance
Domain
Banking / Consumer Finance
Required skills
Data entry, system updates, document review, exception processing, entry-level reconciliations, vendor oversight, regulatory compliance, risk identification, quality review
Preferred skills
Customer service experience, spreadsheet proficiency, word processing proficiency
Technologies
Spreadsheet software, word processing software, servicing systems
Responsibilities
Complete routine data entry and system updates for consumer payments and payoff processing; Perform standardized document review and validation; Conduct mid-complexity research on maintenance and payoffs; Execute entry-level reconciliations; Process routine exceptions; Review and provide feedback on offshore team processing; Ensure compliance with laws, regulations, and internal risk standards.
Seniority
Associate, moderate supervision
