Summary:
The Check Resolution Associate is responsible for researching return and refund checks in addition to performing QA on items worked.
Essential Duties and Functions: include the following. Other duties may be assigned.
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Research and resolution of return and refund checks
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Contact carriers and/or agents for current payment/policy status
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Submit files for Treasury
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Communicate clearly with clients and internal teams regarding check resolution
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Calling and resolving outstanding checks
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Note IIM and client system (if needed)
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Mail checks to correct address if appropriate
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Mail checks to client for deposit to escrow
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Rush payments to carriers when policy is in jeopardy of cancellation
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Assist with special projects as needed and acting as a backup within the department
Competencies:
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Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
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Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
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Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
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Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
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Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
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Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
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Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
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Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required:
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High School Diploma/ GED
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Must have excellent attendance and no prior disciplinary action(s)
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Ability to work holidays and overtime as required
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Must be proficient with MS Office
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Must be proficient with MS Excel
Preferred
Physical Requirements Necessary on a Regular Basis:
1. Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day
2. Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
3. Vision sufficient for use of a computer monitor
4. Sedentary position. Ability to sit at a desk 7-8 hours per day
5. Worker not substantially exposed to adverse environmental conditions
This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.
Pay Ranges:
Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more. We offer competitive pay while still allowing for compensation growth within the position and company.
EEO Statement:
Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.
