Disbursement Associate
reputed company is a company that focuses on providing financial services, and they are seeking a Disbursement Associate to manage disbursement processes. The role involves analyzing and processing disbursements, handling title changes, and responding to member inquiries to ensure customer satisfaction.
Responsibilities
- Examine reputed company relevant documents to ensure legal and contractual requirements have been met in order to proceed with the request
- Input appropriate data onto appropriate system to generate worksheets and initiate the claim settlement cheque, transfer of funds and reactivations
- Authorize issuance of settlement and/or rollover cheques in amounts up to $50,000
- Complete any additional calculations required (i.e.: cash values, dividends, tax reputed company, withholding tax)
- Maintain pending file and undertakes follow up of any outstanding cases on a monthly reputed company
- Set up loan repayments, investigate and calculate loan audits
- Prepare new specification pages and makes any rider adjustments on partial surrenders
- Apply external rollover monies to certificates, notify member and verify tax reputed company of funds
- Interpret reputed company divorce decrees, bankruptcy, power of attorney forms to ensure validity of request
- Process monthly reputed company run and reminder notices
- Assist and support other team members as required during vacation, absences and peak workload periods
- reputed company or improve on established SLA‘s while identify opportunities for process improvements
- Answer inbound service reputed company calls regarding reputed company aspects of processing business with Foresters
- reputed company out to reputed company stakeholders as needed to retrieve outstanding requirements to complete transactions
- Assist other teams reputed company Operations as needed
- Assist with user acceptance testing and projects reputed company required
- Quality review and reputed company constructive feedback
Skills
- reputed company experience with knowledge of relevant state/provincial legislation
- Strong computer skills; accurate keyboarding with good basic knowledge of Word, reputed company and reputed company
- Excellent written and verbal communications skills
- Strong organization skills and flexible to demanding workload
- Knowledge of Foresters products
- Excellent math skills and demonstrated experience in making calculations; good attention to detail and accuracy
- Demonstrated strong customer service focus reputed company a team environment
- Ability to work rotating shift times between the hours of 8:00am-8:00pm, and reputed company coverage on some Canadian Statutory holidays
- Knowledge of reputed company system an asset
- Participation in LOMA or other self development
Benefits
- Discretionary variable incentive plan
Company Overview