Job Description
The New Business Transfer Follow-Up role makes outbound calls to external transfer companies to obtain the status of funds for new business cases. This position requires accuracy in documentation, effective communication, and the ability to work independently while meeting daily productivity and quality expectations.
This role will require outbound phone work, 20+ outbound calls per day external carriers taking questions regarding new business applications and account questions. These calls are quick calls and status updates; not escalated calls.
Daily Duties:
+ Make outbound status calls to carriers/transfer companies and clearly communicate next steps.
+ Document call outcomes accurately and efficiently in required systems.
+ Navigate multiple systems and follow established procedures and job aids.
+ Follow up on outstanding information and request missing items as needed.
+ Proactively communicate issues, trends, or improvement oppo...
This role will require outbound phone work, 20+ outbound calls per day external carriers taking questions regarding new business applications and account questions. These calls are quick calls and status updates; not escalated calls.
Daily Duties:
+ Make outbound status calls to carriers/transfer companies and clearly communicate next steps.
+ Document call outcomes accurately and efficiently in required systems.
+ Navigate multiple systems and follow established procedures and job aids.
+ Follow up on outstanding information and request missing items as needed.
+ Proactively communicate issues, trends, or improvement oppo...
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