Job Description

Technical Skills:
- Computer Literacy Microsoft Office Suite
- Previous experience with Legacy Brokerage internal systems is preferred
- Previous New Account experience is preferred
- Proven ability to learn other software packages

The Senior Servicing Representative is responsible for evaluating PATRIOT Act verification exceptions, incoming documents and inquiries, performing associated research, and making a determination as to the right course of action for each result, inquiry, or document.
The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity. The Senior Servicing Representative is also responsible for ensuring document compliance based on account type and taking the appropriate steps to remediate or close accounts that are out of compliance.

Additional Information

All your information will be kept confidential according to EEO guidelines.