-Perform moderately complex duties such as processing, researching inquiries and reconciling transactions-Review time sensitive documents-Address compliance and corporate governance issues for the department-Responsible for processing work from a queue and handling critical production or escalation issues-Monitor Expedite work queue-Provide ideas for improving or implementing processes-Lead or participate in projects-Work under minimal supervision with some degree of independence-Develop the knowledge to understand functions, policies, procedures, and compliance requirements to receive direction from leaders and exercise independent judgement

-Delivered support to financial advisors, client associates, and branch liaisons via Letter of Acceptance requests-Met all daily service-level agreements (SLAs) for incoming requests, ultimately synchronizing the delivery of necessary paperwork between business channels and upholding communications amongst all teammates-Recorded thorough account notes regarding all actions taken on behalf of individual customers

Supported Financial Advisors and their staff with account opening and maintenance questions.  Supported clients by responding to a high volume of incoming inquiries, reviewed new account documentation for good order and researched and resolved complex client onboarding questions.

Managed relationships by serving as an advocate supporting mortgagors throughout the loan modification process. Acted as key point-of-contact between mortgagors, processors, and underwriting officials. Fulfilled duties through various computer systems, including Salesforce, Hogan, and various online search engines.

Provide operational and technical support for customers analyzing a wide variety of issues, determine needed actions, and follow through to resolutions.  Interact with customers to provide information in response to inquiries about products or services and handle and resolve customer issues via telephone and electronic communications (email/chat/SMS).

Reviewed and ruled on chargeback arbitration cases specific to debit cardholder disputes, fraud, point of interaction errors, authorizations, and questionable merchant activity.