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Shared Services Operations Specialist

  • Atlanta
  • R-94639
  • Operations Staff
  • Full Time
  • Added
Job Description

This is an onsite position and not eligible to work remotely.

This job is responsible for processing and researching loan items to include processing checks and performing monetary transactions.  Also responsible for corresponding with customers, clients and agents via phone and email. 

Primary duties of Shared Services Positions include:

  • Responsible for performing job requirements including processing checks, payments, maintenance, basic analysis or research.

  • May perform monetary functional transactions such as posting deposits to client servicing system, processing premium payments, updating insurance data, balancing and sending wire disbursements, or transmitting stop pay requests directly to financial institution bank accounts.

  • Responsible for performing analysis on and resolving issues related to disbursements through review of system transactions, checks, reports, phone or written inquiries.

  • Uses computerized system for tracking, information gathering and / or trouble shooting the items raised by the client / insurance company / customer.

  • May work in multi-functional areas with multiple clients

Department-Specific Duties

Job duties may vary based on Shared Services department of assignment.  Shared Services Specialist would be responsible for the primary duties listed above along with their specific duties by function, and they are:

SMBR/Check Recon

  • Provides high level of accuracy in check handling

  • Maintain secure check handling environment


  • High School diploma or GED

Knowledge and Skills

  • 1 year basic data entry experience

  • Intermediate computer skills, (ability to create, edit, and analyze spreadsheets and emails.

Preferred Experience:

  • Minimum of 3 years customer service, banking, finance, mortgage lending or related experience

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