Executes routine transactions/processes of varying risk and financial value utilizing standard policies and procedures. May have specific responsibility for a specialized product or functional area.
Identifies and escalates exceptions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions.
Ensures the appropriate materials and documentation are available to complete transactions. Confirms equipment is operational, if applicable.
Provides responses and documentation to inquiries and ad hoc requests for a specialized product or function. Provides feedback on workflow and work received. May participate in process improvement projects. May assist in training and onboarding of new hires.
Reviews transactions, related documents and verifies work processes to ensure accuracy and conformance to establish...