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Administrative Assistant 2 - Lehi 0860

Lehi, Utah | Contract

Job ID: 54721 Position: Administrative/Clerical/Support Branch: Rancho Cordova

We are looking for an Administrative Associate for a team at a large, and highly reputable financial institution in Lehi.

This role will be temporary for the underwriting support team. It will provide coverage of the teams more administrative, and easily learned tasks, to free up more time to cover for their absent colleagues. The job entails handling all incoming emails and phone queue calls from our merchants. You need to ensure they understand compliance and removing holds on their accounts.

  • High School Diploma or GED required
  • Entry level - 2 years administrative/customer service related experience required

  • Verbal and written communication skills, multi-tasking, customer service skills and interpersonal skills (Required) Must be able to handle phone queue support
  • Ability to work independently and manage ones time (Required)
  • Ability to keep information organized and confidential (Required)
  • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint (Required)

Major Job Duties and Responsibilities:
  • Preparing folders for the underwriting department adding all compliance documents
  • Prepare reports, memos, letters and other documents. Updating merchant addresses in systems
  • File and retrieve corporate documents, records, and reports. Helping cancel or terminate accounts within our systems, watching alerts and reporting them
  • Open, sort and distribute incoming correspondence, including faxes and emails and answer all incoming queue calls in a timely manner

  • Prepare responses to correspondence containing routing inquiries and following up with merchants who we need information from

    Roles and Responsibilities: See JD

    Must Have Skills: 2+ years in a professional environment (office experience) / MS Office (Excel & Word)

    Nice To Have Skills: customer service support / payments experience / underwriting experience

    Preference on industry background or previous companies worked for: customer service support / payments experience / underwriting experience

    Duration of assignment and possible extensions: 6 months, possible extension or conversion

    Interview timeline and process: onsite


Linda McDougal

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