Client - facing operational support role within Truist for syndicated loan servicing. Involves complex financial calculations and ongoing interactions with clients and stakeholders.
About the role
- Associate Operations Correspondence Analyst part of the Operations Correspondence Templates team at Sun Life. Implementing and maintaining templates required for operational correspondence based on regulatory requirements.
Responsibilities
- Manage efforts to implement and revise correspondence
- Completion of the client requirement document (CRD) to accurately reflect contract and regulatory requirements
- Presentation of the CRD content to the client
- Coordinate revisions necessary to final completion and client approval
- Identify the templates required for implementation
- Draft a template document, as necessary
- Ensure template content meets requirements based on client contract, regulations, NCQA and/or URAC
- Perform gap analysis for correspondence requirements and system functionality
- Coordinate template implementation and revisions with the client, client services, operations, the correspondence technical team and the Operations Correspondence Senior Manager
- Define the rules necessary to accurately populate variable information within the template
- Mock up samples of the templates and submit to the correspondence technical team to draft production samples
- Review production samples provided to ensure accuracy
- Coordinate production of the template with the correspondence technical team after approval has been received
- Create and maintain a letter library and tracking mechanism for all current and historical templates for each client
- Audit production samples of the letter files once the template is put into production
- Assist the Operations Correspondence Senior Manager to determine root cause for all findings identified in an external audit, relating to correspondence
Requirements
- Associate degree in business, healthcare or related field (or equivalent work experience)
- Proficient with general computer software including Microsoft Excel, Word and Outlook
- Exceptional communication skills
- Excellent spirit for teamwork, problem-solving, communication, and decision-making skills
- Strong situational analysis and decision-making abilities
- Excellent verbal, written, interpersonal, organizational and public speaking/communication skills
- Ability to prioritize and organize multiple tasks with tight deadlines
- Ability to manage multiple projects and priorities in a fast-paced, result-driven environment
- Excellent independent problem-solving skills
- Self-motivated and has the ability to work with little supervision and make independent decisions
- Demonstrated track record of attention to detail
- Previous experience managing multiple complex tasks with varying deadlines and competing priorities (preferred)
- Previous experience managing template documents (preferred)
- Previous experience in professional or academic research (preferred)
Benefits
- Health insurance
- 401(k) employer match
- Paid vacation and sick time
- Paid family, parental and adoption leave
- Medical coverage
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- Flexible, inclusive and collaborative work environment
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