Research & Adjustments Rep III
Core
Resolving complex research and adjustment inquiries, investigating daily incoming requests, and determining accounting entries for high-value or aged risk cases.
Role type
Senior operational analyst (financial research and adjustments)
Builds
Accounting entries and resolved case dispositions for the bank's practices
Domain
Banking / Financial Services / Accounting
Deliverable
client delivery
Required skills
Financial research, accounting entry determination, complex case investigation, process validation, high-volume portfolio management, critical thinking, attention to detail, comparative analysis of regulatory information
Preferred skills
Excel proficiency, PowerPoint proficiency, software adaptation, process improvement
Technologies
Excel, PowerPoint
Responsibilities
Investigating daily incoming research and adjustment inquiries, resolving differences and service requests, determining accounting entries, handling escalated complex cases with large monetary value, maintaining high-volume portfolios, documenting actions taken on behalf of the client
Seniority
Mid-level, hands-on IC