Operations Specialist at Steel Partners

, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Feb, 26

Salary

0.0

Posted On

13 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Loan Processing, Account Management, Communication Skills, Attention To Detail, Analytical Skills, Problem-Solving, Multitasking, Relationship Management, Fraud Detection, Microsoft Word, Microsoft Excel, Microsoft Outlook, Bilingual Spanish/English

Industry

Financial Services

Description

WebBank WebBank (the “Bank”) is headquartered in Salt Lake City, Utah, and is an FDIC-insured, Utah state-chartered bank. WebBank is a leading national provider of online consumer and small business loans made in partnership with finance companies, OEMs, retailers, and financial technology companies. The team at WebBank supports the lending platforms across the nation’s tech hubs, driving innovation and financial inclusion. At WebBank, we are looking for a team member who wants to share their experience and insight in a company with a strong risk management culture. Working with a portfolio of more than fifteen lending platforms, including VC-backed startups to Fortune 50 digital pioneers, every day is different. In this position, you will be a key team member to our business, by leveraging your experience to develop positive working relationships with leading FinTech companies to execute the Bank’s strategic initiatives. National Partners National Partners is a wholly owned subsidiary of WebBank, acquired in April 2019. National Partners provides commercial premium finance loans to businesses nationwide and is one of the fastest-growing premium finance companies in the US. Job Summary Serves customers by providing account information, assisting with billing and payment questions, relaying information regarding cancellations and reinstatement requests, and resolving general customer concerns. The Operations Specialists incorporate numerous methods of organizing quote approval packages, assisting customers, including a call center environment and electronic or written correspondence. Provides support on additional daily operations (loan processing, posting payments, mailing notices). Primary Responsibilities (Job Duties) * Gathering additional borrower and/or insurance documentation from various sources and organizing quote approval packages to present to Management Executives when required. * Maintain and update the Quote Exception Tracker to ensure accurate tracking of special approvals and non-standard quotes. * Monitor and update the Missing Policy Number Report to ensure all accounts are accurately documented and complete. * Maintain and regularly update the Agent Business Entity database to ensure accurate and current information. * Loan processing when required. * Performing within company standards for accuracy, service quality, and turnaround time. * Recognizing new business opportunities, pain points, and competitive advantages, adding value to existing relationships, and growing our customer base. * Actively participating in the company’s efforts to detect and prevent fraud, mitigating losses * Answer inbound calls from insurance agents, insurance companies, and insureds * Provide premium finance account-related information to customers via phone, email, and fax, and document accounts with all communication details. * Follow up with insureds to collect late charges and ensure timely payments are applied correctly. * Maintain and update customer accounts by processing payments, reissuing notices, managing correspondence, providing payoff balance information, assisting with phone and online payments, and making outbound courtesy calls and email reminders as needed. * Monitor and respond to the shared team inbox as needed, ensuring timely and professional communication * Assist in other daily operations or projects as needed Company Perks: You Get: * Paid Time Off (PTO) - Generous paid time off plus paid parental leave * Health insurance – Plans include an employer-paid medical option, dental and vision coverage, plus we offer health savings accounts * 401(k) – WebBank matches up to the first 6 percent of employee contributions, and both the employee’s contributions and WebBank’s match are fully vested immediately * Life and Disability Insurance – Life insurance and long and short-term disability insurance plans are 100% employer-paid * Tuition Reimbursement – WebBank provides reimbursement for classes needed to obtain certain degrees, up to $5,250 per academic year Qualifications Qualifications You Have: * Previous experience in the insurance or finance-related industry * Working knowledge of Microsoft Word, Excel, Outlook, and the Internet Even Better * Strong oral and written communication skills to correspond with internal and external parties at various levels * Ability to multitask on a variety of projects while meeting deadlines and maintaining quality * Proven internal sales performance and relationship management via account or territory management * Knowledge and experience in either the financial/banking industry or the insurance industry * Attention to detail and accuracy when relaying and recording information * Quick-thinking, with developed analytical, mathematics, and problem-solving skills * Bilingual Spanish/English

Responsibilities

The Operations Specialist serves customers by providing account information, assisting with billing and payment questions, and resolving general customer concerns. They also gather documentation, maintain databases, and support daily operations related to loan processing and customer accounts.