Job Description
The Account Onboarding Specialist II (In Office) will perform office duties including, but not limited to maintaining accurate records and organized file room(s); ship contract documents to designated custodian and communicate with each custodian to verify receipt of all contract documents; and ensure proper coding within our systems to promote securitization of loan portfolio. Complete detailed research, reporting, and reconciliation of dashboards, monthly securitizations, and document retention. Stay up to date with corporate and departmental policies, use appropriate discretion with confidential information and communication, and complete ad-hoc projects and assignments as requested by management.
Essential Job Functions
Ensure all contract documents are shipped, coded and cleared by custodian timely and accurately.
Receive, check in, and file incoming contract documents same day as received from sales sites. Research and resolve document defects to promote securitization.
Research and report daily and weekly dashboards.
Ensure document retention guidelines are adhered to utilizing Iron Mountain systems.
Maintain a well-organized and efficient in-house file room system.
Complete other duties as assigned by management.
Assist with scanning and validating of contract documents as needed.
Create outgoing shipments of miscellaneous, non-contract documents.
Research Scorecard accuracy and respond to disputes.
Minimum Requirements and Qualifications
Education
High School diploma or GED equivalent (some college preferred).
Knowledge and skills
Excellent verbal and written communication skills.
Ability to be detailed, accurate and thorough.
Ability to multitask and adapt to changes and a demanding work environment.
Must possess good time management and organizational skills.
Dedication to providing exceptional customer service.
Must exhibit problem-solving skills to resolve customer concerns and defuse escalated issues.
Deadline conscious with strong drive and initiative.
General understanding of securitization process of bundling loans to sell to investors.
Technical Skills
Intermediate PC skills, proficiency in MS Word, Excel, PowerPoint, and Outlook.
Job Experience
2 years general office experience.
Unless there is a legal requirement, experience will be accepted for the education requirement.
How You'll Be Rewarded:
We offer a diverse range of comprehensive health and welfare benefits to associates who work 30 or more hours per week to meet your needs and support you throughout your career with us. Travel + Leisure Co. benefits include:
Note: Temporary and/or seasonal associates are ineligible for Paid Time Off.
Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you’ll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what’s next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.
We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to MyCareer@travelandleisure.com , including the title and location of the position for which you are applying.
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