Job Description

The Service Review Unity (SRU) Associate will work closely with Regional and complex teams in addition to internal departments to provide support through various systems to ensure disbursement activity has been appropriately approved. Work with SRU Regional leaders to resolve issues encountered during disbursement request processing. A SRU Associate will report directly to a Regional Leader.

Responsibilities Include:

• Review & Approve disbursement requests to ensure completion in a timely manner.

• Meet appropriate timelines within expectations for requests from Regional Interface inquiries and follow up within that time frame.

• Research and resolve problems with a timely manner.

• Ability to handle a high volume of requests in a fast paced environment.

• Use of Brokerage systems. - Provide world class customer service in all interactions.

• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.

• Keep current on SEC/Client, Compliance and Firm policy and procedural guidelines and apply to review processing and all interactions to ensure risk mitigation.

• Participate in projects and/or remediation efforts as needed including pilot programs. - Other duties as assigned

Additional Information

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