Job Description

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In this role you will:

Process and Analyze Customer Reporting items by:
  • Maintaining a complete monitoring system(s) to ensure customer reporting is completed in a timely manner;

  • Updating the monitoring system(s) with necessary information to ensure accuracy of the customer reporting requirements (this includes various data such as authorized amount, etc.);

  • Completing the Financial Analysis Worksheet (FAW), Risk Analysis (spreads), and Cash Surrender Value Analysis in an accurate and timely manner as required;

  • Ensuring that all relevant correspondence and authorizations are properly stored in the Shared Document Repository (SDR);

  • Ensuring fees, pricing, IG rating and authorized limited changes are correctly processed/resolving as required and systems as applicable are appropriately updated.
  • Providing administrative support to the team, including expense reporting, vacation ...

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