Back Office Closing Specialist

Williston Financial group • Irvine, CA

4d • Onsite

About The Position

Job Purpose: The Back Office Closing Specialist is responsible for processing all directed orders effectively and accurately based on business rules provided.Essential Job Functions: Process order requests in ResWare within defined timelines. Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. Respond to all questions and requests associated with the transaction in a timely and helpful manner. Provide a very high level of customer service to all parties involved in the transaction. Emails returned within Client and Company service level agreements. Report issues and inconsistencies with processes provided. Knowledge, Skills and Abilities: Strong communication skills; written, in person, and by phone. Must have ability to consistently meet deadlines, demonstrate strong follow through, and to follow departmental procedures. Detail orientated. Willingness and ability to learn new process and procedures quickly, while applying feedback to improve overall company performance. Keen sense of urgency. Self-motivated. High level of time management skills. Experience working fast paced growing, high energy company.Strong typing skills with high accuracy and speed, minimum of 50 WPM. Basic Qualifications: High School Diploma or equivalent.Ability to work in a paperless environment. At least one year experience in a general clerical role that includes typing, word processing or other experience with computer applications.Strong knowledge of Microsoft Office Applications. Supervisory Responsibility:This position has no supervisory responsibilities. Work Environment:This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones. Physical Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information electronically. Position Type/Expected Hours of Work:Days and hours of full –time position are typically Monday through Friday, times may vary based upon client demands. Overtime is often required. Travel:No travel is expected for this position.

Requirements

• Strong communication skills; written, in person, and by phone.
• Must have ability to consistently meet deadlines, demonstrate strong follow through, and to follow departmental procedures.
• Detail orientated.
• Willingness and ability to learn new process and procedures quickly, while applying feedback to improve overall company performance.
• Keen sense of urgency.
• Self-motivated.
• High level of time management skills.
• Experience working fast paced growing, high energy company.
• Strong typing skills with high accuracy and speed, minimum of 50 WPM.
• High School Diploma or equivalent.
• Ability to work in a paperless environment.
• At least one year experience in a general clerical role that includes typing, word processing or other experience with computer applications.
• Strong knowledge of Microsoft Office Applications.

Responsibilities

• Process order requests in ResWare within defined timelines.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Respond to all questions and requests associated with the transaction in a timely and helpful manner.
• Provide a very high level of customer service to all parties involved in the transaction.
• Emails returned within Client and Company service level agreements.
• Report issues and inconsistencies with processes provided.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED