Lead Operations Representative Job Description

Lead Operations Representative Job Description

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Lead operations representative provides interface with the Process Teams for managing project work to improve the company end to end processes.

Lead Operations Representative Duties & Responsibilities

To write an effective lead operations representative job description, begin by listing detailed duties, responsibilities and expectations. We have included lead operations representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Regulatory reporting as required by FEMA, CBDT, FEDAI
Issuance of drafts, cheques
Partner with dedicated internal service teams (billing, customer service, claims, ) on actions necessary to ensure timely issue resolution
Provide coordination, analysis and implementation on operational projects around business processes, technology upgrades, management reporting
Leads Accelerated Image Capture (AIC) extraction team work including weekends
Assists with development and implementation new processes/procedures to improve operating efficiency and to ensure timeliness and accuracy of workflow
Processes transactions in wholesale bank businesses or services functions in a fast paced production environment to meet strict deadlines
Prioritizes and distributes daily work to meet goals, deadlines and quality & productivity standards and adherence to procedures
Basic level reporting, customer service support, reviewing and processing transactions for item processing
Modifies existing procedures and analyzes and resolves non-routine and/or moderately complex operational problems often requiring research

Lead Operations Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Lead Operations Representative

Typically a job would require a certain level of education.

Employers hiring for the lead operations representative job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Business, Education, Accounting, Health Care, Undergraduate College, Associates, Healthcare, Engineering, Business/Administration, Management

Skills for Lead Operations Representative

Desired skills for lead operations representative include:

Microsoft software
SharePoint
End-to-end workflow process
End to end mortgage fulfillment process
Banking regulations and Mainframe Applications
Debit/credit
Wire Transfer/Swift messaging
Message Switch/Middleware environments for message routing repair an advantage
Particular to managing spreadsheets
Ability to work on SDS / SLS applications

Desired experience for lead operations representative includes:

Must display organizational and problem solving skills
And standard treatments
Knowledge of internal bank and bank policies and procedure are a must
Must be able to be on the phone for extensive periods of time as required
Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities
May participate in additional project work and workforce management

Lead Operations Representative Examples

1

Lead Operations Representative Job Description

Job Description Example
Our company is looking for a lead operations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for lead operations representative
  • Authorized 3rd party servicing, Letter of Guarantee requests, title research, collections, and Insurance fulfillment (manual processing)
  • Contacts delinquent customers and Insurance companies regarding status of their settlement payment
  • Responsible for managing the work load balance of the team
  • Ensures the team is properly evaluating repair orders and accurately coding work orders to reflect financial, warranty, work scope, contract and regulatory requirements
  • Performs root cause analysis on coding errors and creates appropriate corrective action plan
  • Acts as a liaison for the Operations Support team to interface with Quality Assurance, Production, Finance, Warranty, OBS and Information Systems on continuous improvement and issues of concern as they arise
  • Responsible for the accurate management of the SAP database for matters under the control of the Operations Support team
  • Oversees and participates in the management and utilization of exchange stock
  • Supports targeted performance of TAT through the use of available exchange stock when TAT will not be met by the repair center (in-house or subcontracted)
  • Increases acceptance rate of exchange offers by managing the configuration, amendment levels, and age of our stock
Qualifications for lead operations representative
  • Must have demonstrated leadership skills to lead
  • Prior lockbox experience would be a plus
  • Knowledge of internal bank and bank policies and procedure is desired
  • Previous retail banking or operational experience a plus
  • PC skills - Excel and Access is a plus-The ability to manage multiple-site workflows and meet customer output deadlines for several Image Processing sites
  • Must be able to strategize and make sound accurate decisions
2

Lead Operations Representative Job Description

Job Description Example
Our innovative and growing company is hiring for a lead operations representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for lead operations representative
  • Ensures the issuance of adequate reports to measure the performance and activity of team as per MOC objectives
  • Evaluates existing systems and processes, initiates changes and improvements, and makes suggestions to management
  • Perform duties associated with transit scheduling, organizing, and operating conferences, seminars and conferences, seminars and events, including recommending vendors for charter services, overseeing the production and distribution of materials, coordinating logistics, and serving as liaison with internal and external vendors
  • May plan and schedule calendar based on consultation, resolve calendaring conflicts, arrange travel in compliance with unit, university, and sponsor policies
  • May maintain office supplies and equipment
  • May maintain approved content on websites
  • May perform human resources transactional support, time cards, I9s, and/or faculty affairs support
  • Supports the development and documentation of workflows and systems/process improvements for assigned business units
  • Assists with training, support and audit for core business application users
  • Partners with Corporate Services business units
Qualifications for lead operations representative
  • Must have 1 year of GBAL Review or Expert Balancer Experience
  • Must have Leadership qualities and lead by example
  • Must work well with others and be able to deescalate situations
  • Must be able to operate in a high volume, high intensity call center
  • Must have good organizational and problem resolution skills, accustomed to multi-tasking and time management, good verbal and written communication skills, must have great customer service skills and the ability to continuously learn and adapt
  • Must pay close attention to accuracy and attention to detail and be a team player and self-motivated
3

Lead Operations Representative Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of lead operations representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for lead operations representative
  • Lead by example through achieving excellent performance results, compliance, attendance and behavior
  • Provides answers and handles escalation from team members
  • Proactively supports research, analysis and resolution of questions and issues that arise or as assigned by management
  • Assist management in developing tools and/or communicating changes in requirements, systems, processes and procedures, supports transition and adaptation by the team in a positive and effective manner
  • Review team and individual productivity and established metrics and identify potential issues and recommendations to applicable in-line supervisory or management staff
  • Support client audits and other projects as assigned by management
  • Follows and complies with company policies, processes and procedures
  • Demonstrates Performant core values in performance of job duties and all interactions
  • Successfully completes, retains, applies and adheres to content in required training as assigned including, but not limited to, information security, anti-harassment and other compliance and policy/ procedure trainings applicable for position
  • Internal support to the sales office allowing Account Executives to spend their time in the field building relationships
Qualifications for lead operations representative
  • Must be flexible in scheduling and willing to work on off shift hours and days off when needed
  • Ability to communicate clearly and effectively with the insurance agents/business partners this position supports
  • May provide support to internal business partners or take calls from agencies and/or attorneys
  • Previous mortgage experience or knowledge of mortgage product and systems is highly desirable
  • Must be able to work schedule of Mon-Fri 7am-330pm
  • Ability to build and sustain relationships lead by influence
4

Lead Operations Representative Job Description

Job Description Example
Our growing company is looking to fill the role of lead operations representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for lead operations representative
  • Responsible for specific Account Management including external face to face meeting with brokers and group administrators
  • Provide field support (enrollment and renewal meetings) as required
  • Suggest and recommend Process Improvement strategies
  • Completing secondary reviews of exceptions (UEX, Research/Supervisory Trays)
  • Completing Large Dollar Notifications
  • Exceptions – Processing items, both checks and electronic transactions that fail to post, R&E researches items, repairs them for posting or returns them to their source
  • Processing IDS transactions which require a series of manual process steps to ensure transactions are posted or returned appropriately
  • Primary focus is on medium to high complexity types or trays
  • Responsible for adherence to deadlines, policies and procedures, regulatory requirements and maintaining quality standards
  • Works closely with internal and external partners to resolve issues related to Returns and Exceptions
Qualifications for lead operations representative
  • Minimum 1 to 2 years check processing background
  • Minimum 1 to 2 years Financial Center or Operations experience
  • Experience with applications PEGA/Cash Manager/BOSS/FIRST preferred
  • Strong communication skills (verbal, email)
  • Homeowners Insurance
  • Must have attention to detail and accuracy & be able to meet pre-established deadlines
5

Lead Operations Representative Job Description

Job Description Example
Our company is growing rapidly and is looking for a lead operations representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for lead operations representative
  • Project manages critical HR projects and processes
  • Guides the work of the HR Coordinator and provides backup to manage the volume of work
  • Leads the preparation of documents, reports, spreadsheets and presentations for HR leader
  • Leads and serves as the project manager for the coordination of work to support organizational change projects, in partnership with HR Operations and the HR Business Partner team
  • Partners with HR Leader to assess reporting needs for Division/Function and oversees the coordination of the reporting (that is not produced by HR Operations) including creating divisional reports and the coordination of reports received from HR Operations for the use in updating local scorecards, leader dashboards and business reviews
  • Collates department highlights and tracks progress against workplans and objectives for Divisional/Functional HR Projects
  • In alignment with COE guidelines, oversees the management of the divisional/geography Q12 process
  • In partnership with the HR Coordinator, supports the assigned business unit with regards to the Gallup administration including registering employees for StrengthsFinder, creating Team Blends, pulling StrengthFinder results, requesting missing profiles, interfacing to receive and monitor congruency reports as volume warrants
  • Leads projects to enhance existing local processes and structures to streamline and be more effective identifying initiatives that could better support our customers in a more efficient manner
  • Processes and validates year-end bonus planning and payout for Division/Function
Qualifications for lead operations representative
  • High school graduate or equivalent with solid math skills
  • WTX account set ups database updates
  • Wire transfer knowledge preferred
  • Wire knowledge a plus
  • Minimum 12 months of experience in mortgage loan production environment
  • Certification/Associates Degree or equivalent work experience required

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