Fulfillment Analyst
New
S
SRS AcquiomFinancial Services
Continental United StatesFull-TimeMiddle
Salary65000 - 73000 USD per year
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Job Details
- Experience
- 2-5 years
- Required Skills
- Project ManagementSQLMicrosoft ExcelPowerPoint
Requirements
- Strong project management skills
- Detail-oriented
- Discretion
- Excellent communication skills (written and verbal)
- Ability to work in a fast-paced environment with shifting priorities
- Ability to handle multiple transactions simultaneously
- Ability to work collaboratively and with a high level of autonomy
- 2-5 years of related business experience in operations or production services
- Experience preferably in the financial services industry
- Proficient with Microsoft Office Products (Excel, Word, PowerPoint)
- Bachelor’s Degree preferred
Responsibilities
- Interpret capitalization tables and write data import instructions
- Read and carry out the steps provided in the instruction letters for the release of escrow funds
- Formulate the appropriate processing methods according to the type of deal or request
- Interpret legal deal documents and build online document templates for use during the solicitation process
- Interface with other departments, specifically the Relationship and Imports teams, to ensure delivery of expected outcome by outside clients within the SLA
- Send mass solicitation announcements to security holders
- Create status reports and use SQL to extract data from JSON objects
- Reconcile each individual deal prior to payment or when any change occurs after the deal begins funding
- Book deposits and prepare daily reconciliation of omnibus accounts for approval by management
- Self-manage personal pipeline for in-progress transactions and report on statuses daily
- Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency
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