Team Lead
Provide a summary of the job's purpose and objectives. This job is responsible for team workflow and ensuring client standards are met. Responsible for training, coaching, motivation, and direction to team members while creating an environment which encourages teamwork, commitment, increased productivity, and superior quality.
Primary Job Accountabilities / Responsibilities :
- May require on-site in-office work environment that may vary between hybrid to 100% on-site.
- Applies expert problem-solving skills on complex issues for researching and resolving exception items that have been initiated via various channels.
- Analyzes problems, makes recommendations, and makes decisions impacting the team.
- Monitors and manages daily workflow.
- Ensures that all deadlines are met, and that daily work is distributed appropriately and that client standards are met on a daily, weekly, and monthly basis.
- Provides training, coaching, motivation, and direction to team members while creating an environment which encourages teamwork, commitment, increased productivity, and superior quality.
- Responsible for performing job requirements including processing checks, payments, maintenance, basic analysis, research, or communicating with the vendor's technical team.
- May perform monetary functional transactions such as balancing and sending wire requests to the clients.
- Uses multiple systems for printing, notating, tracking, information gathering, and / or troubleshooting the items raised by the client / insurance company / customer.
- Communicates with internal and external clients.
- Creates daily and monthly reports for use by auditors and internal tracking.
- Participates in regularly scheduled conference calls with clients designed to obtain feedback on the performance of the Unit, and to provide an opportunity to implement any necessary procedural changes.
- The Team Lead partners with the manager on process improvements and workflow to ensure business objectives are met.
- Follows standard procedures and policies with more senior levels using greater latitude and judgment in responding to inquiries.
- Provides a high level of accuracy in check handling.
- Maintains secure check handling environment, if applicable.
- Validates accuracy of payees for specific clients.
Basic Qualifications Required - Experience, Skills, and Knowledge :
Education : List the minimum level of education required in order for someone to perform this job.Previous Experience : List the minimum number of years and type of experience required to perform the essential functions of the job. For example, Customer Care Position : 1 year experience in a customer service function.Knowledge and Skills : List the minimum level of knowledge & skills required for someone to perform the job.Other Requirements :
High School diploma or GED3-year experience in insurance, banking, finance, mortgage servicing, or related experience / educationPreferred Experience, Skills, and Knowledge :
Education : For example, if the minimum requirement is AA, the preferred could be a BA / BS.Knowledge and Skills : Additional relevant skillsets that would enable an individual to perform at a higher level.Previous Experience : For example, Customer Care : 1-year experience in a customer service function is the minimum requirement, however, 3+ years is preferred.Proficient with MS Excel, MS Word, and web-based applications.Good verbal / written communication skills.Solid work quality, accuracy, and proficiency.Sound analytical skills.Solid internal and external communication skills.General system application and processing knowledge.Solid customer service skills.Ability to adapt well to change.Applies expert problem-solving and analytical skills to resolve complex issues.Pay Range : $20.49 - $33.81 Any posted pay range considers a wide range of compensation factors, including candidate background, experience, and work location, while also allowing for salary growth within the position.
Expected application deadline is 10 / 01 / 2025. If the date is blank then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis.