Research & Adjustments Rep III
Core
Resolving research and adjustment inquiries, investigating daily incoming requests, resolving differences, determining accounting entries, and making appropriate dispositions for complex, escalated, or aged risk cases.
Role type
Senior operational analyst (financial adjustments)
Builds
Accounting entries and dispositions for high-value or aged risk cases
Domain
Banking / Financial Services
Required skills
Critical thinking, Attention to detail, Research, Risk management, Excel, PowerPoint, Process analysis, Account maintenance, High-volume portfolio management
Preferred skills
Adaptability, Ambiguity handling, Process improvement, Collaboration
Technologies
Excel, PowerPoint
Responsibilities
Investigating daily incoming research and adjustment inquiries, Resolving differences and determining accounting entries, Handling complex and escalated cases with large monetary value, Maintaining high-volume portfolios, Documenting actions taken on behalf of the client
Seniority
Mid-level, process-driven environment
