Operations Representative (Temporary Coverage)
Core
Full-time remote Operations Representative supporting back-office operations across multiple financial services workflows including ACH, wires, check processing, fiduciary servicing, and account maintenance.
Role type
Operations Representative (Temporary Coverage)
Builds
Accurate transaction processing, exception management, and account maintenance for financial services members.
Domain
Financial Services / Credit Union Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Transaction processing, exception management, account maintenance, regulatory compliance, documentation review, risk identification, member communication, Microsoft Office proficiency, remote work management
Preferred skills
Credit union product knowledge, Symitar (Episys) experience, 1-2 years financial institution experience
Technologies
Microsoft Office (Word, Excel, Outlook), Symitar (Episys)
Responsibilities
Process daily operational work queues accurately, perform account updates and verification, review documentation for compliance, research and resolve exceptions, follow up with members regarding account changes, apply federal and state regulations, protect sensitive member information, identify workflow challenges for improvement, participate in cross-training across operational desks
Seniority
Entry to Mid-level, hands-on IC