Research & Adjustments Rep III- Estate Servicing Operations

Posted:
10/2/2024, 5:00:00 PM

Location(s):
Florida, United States ⋅ Tampa, Florida, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support ⋅ Operations & Logistics

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include investigating daily incoming research and adjustment inquiries, resolving differences, answering service requests and inquiries received from various channels, determining accounting entries, and making appropriate disposition. Job expectations include handling more complex and escalated cases that may have a large monetary value or are aged risk cases pending charge-off.

Responsibilities:

  • Assists peers and leadership with resolving complex, time sensitive exceptions

  • Handles escalations received from business partners by providing clean concise communication through email and phone

  • Contributes to improving process efficiencies by supporting the review and validation of departmental procedures

  • Performs routine or complex account maintenance depending on client account type

  • Maintains high-volume portfolios

  • Documents actions taken on behalf of the client

Skills:

  • Attention to Detail

  • Critical Thinking

  • Customer and Client Focus

  • Pipeline Management

  • Research

  • Active Listening

  • Decision Making

  • Problem Solving

  • Written Communications

  • Adaptability

  • Collaboration

  • Risk Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Bank of America

Website: https://bankofamerica.com/

Headquarter Location: Charlotte, North Carolina, United States

Employee Count: 10001+

Year Founded: 2007

Last Funding Type: Seed

Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech