Responsibilities
- Resolves clients’ problems by identifying the problem, explaining procedures, and escalating to Relationship Manager when required.
- Prepare documents such as New Contracts, Renewal Notices, Renewal Contracts
- Verifies integrity of data by comparing it to source documents.
- Reviews data for errors, missing pages, or missing information
- Verifies entered customer and account data by reviewing, correcting, deleting, or re-entering data.
- Co-ordinate contract closings with RM, ensuring all required documents and flow of information to the relevant documents.
- Prepare Termination Replies, Joint Inspection Notices and Scheduling for RM.
- Monthly tallying of contracts verses invoices for Finance.
- Maintains operation by following policies and procedures and reporting needed changes.
- Maintains customer confidence and protects operations by keeping information confidential.
- Maintain and updates customer database.
Requirements
- Able to communicate well verbally and active listening skills.
- Organized, meticulous, a team player with positive work attitude & good interpersonal skills.
- Ability to multitask effectively with thoroughness.
- Experience with Microsoft Office (Microsoft Excel, Microsoft Word)
- Comfortable working independently with minimal supervision
- 3 to 5 years of administrative experience
