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Transaction Processor in Covington, KY at Veritude

Date Posted: 12/25/2018

Job Snapshot

Job Description

Veritude is hiring for Transaction Procesors in Covington, KY at Fidelity Investments

Inbound – CRC Correspondence Role

1.   PURPOSE/OBJECTIVE

This position supports all Fidelity business partners with the printing, original document retrieval, privacy review and mailing of In-Good-Order (IGO) and Not-In-Good-Order (NIGO) customer correspondence. Processes in scope include, IGO and NIGO Fidelity customer correspondence items.    

2.   MAJOR RESPONSIBILITIES:

Processing correspondence requests by printing, retrieving, updating, validating and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions. Completing data quality review for all work items, by ensuring compliance with defined business rules, to prevent quality and privacy incidents. Communicating with internal business partners and external Advisors/Correspondents via phone and/or email to resolve issues preventing the accurate and timely fulfillment of requests. Ensuring issue resolution for all items that can not be processed correctly due to insufficient information by properly escalating and/redirecting work items to ensure issue resolution enabling processing completion within defined regulatory guidelines. Ensuring timely completion of administrative tasks by storing daily backup, completing end of day queue review, ordering of material archive supplies, entering time and volume to ensure processing queues are compliant and reporting is accurate

RISK EXPOSURE

       The CRC associate is responsible for preventing private information from being distributed to inappropriate parties through an internal quality process. They are responsible for ensuring that all monetary items are addressed and escalated to avoid any monetary exposure.

SKILLS/KNOWLEDGE

  • Ability to complete assigned tasks both timely and accurately.
  • Strong organization skills with meticulous attention to detail.
  • Ability to work in a team environment.
  • Excellent written and verbal communication skills.
  • Highly motivated, self directed and an independent thinker.
  • Ability to complete work by prioritizing multiple tasks to meet tight time constraints
  • Flexibility / adaptive to change
  • Thorough understanding of applicable business rules.
  • Solid data entry skills.
  • Ability to solve business related problems across functional and business lines
  • Thorough understanding of the interrelationships between Inbound Operations and Fidelity business units.

WORK CONDITIONS

  • Office environment, most work completed on PC, some standing required
  • Requires extensive concentration/focus for extended periods of time
  • Overtime as volume requires
  • Experience in fast paced environment required

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