Business Banking & Consumer Support Specialist II

A combined 2 years’ higher education and/or work experience, with a minimum of 1 year relevant work experience.
Strong verbal and written communication skills.
Detail oriented.
Proficient PC skills including word processing, spreadsheet and email software.

Perform data-entry of various types of information, and from multiple sources (e.g., invoices, settlements); receive and verify accuracy of documents (e.g., titles).
Prepare Reaffirmation Agreements with supporting documents and mail to attorneys.
Prepare and submit Proof of Claims (POC’s) to the court, including supporting documents.
Creates payment coupons and G/L tickets from trustee disbursements, arranging overpayments to trustee.
Review and verify ‘Summons and Complaint’ from attorneys: Obtain signature from Workout or Liaison and send back to attorney.
Prepare ad hoc reports from systems, at management’s request and reconcile/correct as needed.
Prepare attorney referrals and assign to designated attorney.
Assigns matter number to case in preparation for billing/payment. Approve payment.
Contact outside vendors (e.g., insurance companies) to gather and/or provide information on accounts.
Prepare, send and track claim forms.
Monitor and submit requests to change the status of accounts.
Perform skip tracing.
Prepare ticket work to allocate funds received, to ensure payment of expenses.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.