Lead strategic initiatives in Sales Operations, driving productivity and optimizing processes at Gartner. Collaborate across functions to meet the operational needs of the sales organization and support sales leaders.
AL
Hybrid Senior Operations Professional
Posted 2 hours ago
About the role
- Senior Operations Professional processing financial transactions accurately for high-priority clients in a diversified financial services company. Managing high-volume caseload and implementing process improvements.
Responsibilities
- Independently process, reconcile and/or balance for the assigned product according to department policy and procedures
- Research and respond to more complex issues escalated from operations teams
- Take a lead role in communicating resolution status updates to appropriate parties
- Identify process improvements and implement solutions as appropriate
- Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.
- Effectively manage a high-volume caseload to ensure that all issues are resolved quickly and accurately.
- Process transactions, including both routine and sophisticated, involving high-priority accounts in a timely, efficient, and accurate manner.
- Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
- Participate in various team or department project requests, as assigned.
Requirements
- Education: High school or GED
- Experience: 3-5 years of relevant experience
- 3+ years of operations, processing, or customer service experience
- Proven ability to research and resolve issues, with demonstrated analytical and problem-solving skills
- Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy
- Effective written and verbal communication skills with the ability to understand and communicate complex issues.
- Product-specific or financial services industry experience.
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
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