The Trade Operations group is responsible for trading all client accounts for AssetMark in an accurate and timely manner. The role of trading includes initial investment of accounts, investing additional deposits, raising cash for withdrawal requests and trading for client requested model changes. The Specialist is an individual within Trade Operations that provides back office support for trading of accounts.Trade Operations Specialist Responsibilities:• Reconciliation of all accounts in the Fiserv APL trading system versus separate custodial systems.• Review daily audit reports and address outages.• Provide administrative assistance for accounts traded by outside managers. • Participate in root cause and improvement when errors are identified.• Process trade corrections on identified errors.• Continually assess current operating procedures to find process improvement opportunities and take part in ongoing efficiency projects.• Proactively communicate with internal groups on issues and resolution.• Assist in quarterly review of client statements.

The Investigations Support Specialist reviewed claims for customer servicing standards, compliance and make recommendations to release or refer claims to management review. We provided customer service by quickly responding to lender or vendor inquiries and requests. Specialists conducted monthly reconciliation reports and administrative audits.

The primary function of my Senior Loan Processor position was to ensure the timely and accurate packaging of all loans originated by our loan officers. Responsibilities include: Gather information and take each file from pre-approval to closing. Input proper loan information into the system for processing. Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy. Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting. Review file documentation and make sure all items needed are requested. Order and coordinate loan documents. Meet crucial deadlines requested.