Description We are offering an opportunity in the Financial Services industry located in Charlotte, North Carolina, 28277, United States. The role is for an Office Manager with a focus on Credit Clerk tasks. This position will involve managing client interactions, resolving issues, and providing training where necessary. The employment type for this role is a contract.

Responsibilities:

• Efficiently process customer credit applications and maintain accurate customer credit records.

• Monitor customer credit accounts and take appropriate actions to collect delinquent payments.

• Manage client interactions and expectations for multiple or large-scale projects.

• Resolve any issues and solve problems, escalating to BPS when necessary.

• Collaborate with management to identify training needs and work with relevant partners on remediation approaches and timeframes.

• Assign ownership and tracking to identified issues for completion.

• Work creatively and analytically in a problem-solving environment.

• Document and conduct complaint investigations and reporting.

• Build processes for monitoring specific departments, processes, and vendors.

• Organize and manage the documentation of key processes across the company, building and cultivating positive working relationships across teams. Requirements • Demonstrable experience in the Financial Services industry

• Proficiency in Documentation and Reporting

• Experience with Training and Operations

• Familiarity with Procedures and Policy implementation

• Understanding of Compliance, Research, and Audit processes

• Knowledge of Insurance industry and Workstation Support

• Experience with Vendor management

• Ability to Perform Ad Hoc Financial tasks

• Understanding of Regulation and Credit processes

• Experience in Implementation of procedures and policies

• Knowledge of Deposits handling

• Excellent Communication Skills

• Proven track record in Customer Satisfaction

• Experience with Monitoring Tools

• Ability to build relationships with Partners

• Understanding of Conductivity and Time Management

• Experience in Client Relations and handling Complaints

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .