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Sr Shared Services Operations Specialist

Apply Location Springfield, Ohio Requisition Number R-86689

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

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

Condo Database

  • Ability to comprehend complex insurance data to allow accurate updating to the Condo Database ensuring clients meet complicated regulatory standards and to ensure the association has insurance coverage at all times.
  • Make outbound telephone calls to insurance agents, Management Companies, Homeowner’s Associations, and/or insurance carriers.

Escrow Analysis

  • Audit escrow analysis trials to determine if the proposed mortgage payment changes are accurate.  Adjust the hazard and tax amounts as needed.
  • Determine if branch tax schedules were followed
  • Make appropriate contact with Taxing Authorities

Payee Administration

  • Validate accuracy of payees for specific clients.
  • Process payee requests and returns accurately.


  • Validate and update EDI exception data in accordance with established client procedures.

Basic Qualifications Required - Experience, Skills, and Knowledge


  • High School diploma or GED

Knowledge and Skills

  • 1 year basic data entry experience

Preferred Experience, Skills, and Knowledge

  • 1 year experience in customer service
  • Proficient with MS Excel
  • Cash handling experience preferred (Check Recon/SMBR)
  • 2 year college degree
  • Good verbal/written communication skills
  • Solid work quality, accuracy and proficiency
  • Sound analytical skills
  • Solid internal and external communication skills
  • General system application and processing knowledge
  • Solid customer service skills
  • Ability to adapt well to change

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Meet Our People

Ignacio D. - Senior Operations Analyst

Whether I'm working with people in Argentina or Chile or Miami, we all feel like we're part of the same company. And within my own group, we share ideas and analyze as a team - and drive for change, for improvements. We'll show each other how we do things and lend advice.

I also enjoy the focus on work-life balance - in the workplace, we're offered exercise classes or stretching classes with a trainer, for example. I've had the flexibility to take classes and training. And, we have the opportunity to give back to the community through events held throughout the year.