As a Transaction Specialist, you need to accurately process B2C/retail, B2B URD, and send transactions within the designated time frames including the follow-up of pending transactions ensuring follow-up to completion. This role is a detail-oriented, technology-enabled, customer service function.

SCHEDULE: 8 AM – 5 PM Pacific Standard Time, follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Process all transaction types within the established measurement of success

·       Conduct transaction follow up, by email and outbound calls as noted in the transactions’ respective process while documentation key points of conversations in Salesforce

·       Initiate and complete retention calls for all sell transactions, distributions, and transfer outs

·       Manage all email boxes

·       Answer incoming calls from internal and external clients as needed

·       Manage weekly number reporting and metrics

·       Initiate changes to processes, checklists, procedures, and forms when changes occur or are warranted

·       Contribute to the completion of quarterly big rock project

·       Provide training to new teammates preparing them for their role

·       Manage training to deepen the operations infrastructure

·       Maintain transactions desk manual

QUALIFICATIONS

·       A Bachelor’s degree in the related field preferred

·       Minimum 2 years in transactional data entry

·       Experience in either self-directed IRA real estate transactions; real estate loan processing or title company escrow with an emphasis on real estate vesting, deeds, or HUDs

·       Experience in business banking with emphasis on operating agreements and articles of organization

·       Experience in a multi-client environment

·       Strong computer aptitude, which includes expertise with Microsoft 365 applications

·       Strong organization, oral and written communication skills

·       Speaks and writes clearly and articulately without being overly verbose and talkative Maintains this standard in all forms of written communication, including email

·       Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship

·       Approach problems or differences of opinion with internal clients in a professional, and respectful solution-based manner

·       Analytical skills with particular attention to detail

·       Aptitude in data management, analytics, reporting preparation

·       Ability to function in an autonomous environment—independent worker, self-directed