We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals.
Responsibilities:
- Research and resolve escalated inquiries and complaints including review of in process, closed, or cancelled single loan or credit exceptions, applications, claims, files, or online transactions
- Determine appropriate course of action by conducting investigative steps to identify the issues, research product information, and process complex or corrective transactions online
- Review escalated inquiries and complaints that require special handling, process complex or corrective transactions online, and ensure resolution or negotiation of sensitive and time critical matters
Required Qualifications:
- Active SIE and Series 7 Required
- Brokerage operations experience
- Customer service experience
- Strong written communication skills
Additional Information:
- Hybrid schedule after training
- Not a call center
