Operations Analyst | Unclaimed Property Processing (San Juan, PR) bei Banco Popular - Financial Services in Puerto Rico
Banco Popular - Financial Services in Puerto Rico · San Juan, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in San Juan
Job Type
Full Time - Non Exempt
General Description
Responsible for the management of the escheatment process of unclaimed property to ensure compliance with applicable laws and regulations.
Essential Duties and Responsibilities
• Analyze and research unclaimed property accounts on the system.
• Analyze and research outstanding checks per guidelines.
• Analyze and research existing balances in files and communicate with internal customers to resolve.
• Create and present deliverables to both internal teams and business units.
• Perform due diligence to determine if the owner can be located and paid.
• Reconcile and balance files detailing property to be reported.
• Prepares and remits the unclaimed property reports.
• Determine issues to escalate to management for review and direction.
• Assist claimants and holders on all unclaimed property accounts, answers owner and holder related questions via in person, telephone, or written correspondence.
• Investigate claims and reports findings of the inquiry via requested method.
• Creates and prepares correspondence to customers regarding inquiries, questions, additional documentation needed, procedures to follow, or any other information that needs to be relayed to them.
• Update statistics log daily. This log is reviewed by Management monthly.
• Assist with training of new team members.
Education
Bachelor's Degree or equivalent combination of education and related experience
Note: Related experience refers to the professional background related to the responsibilities and skills required for the position.
Experience
One to two years of related experience.
Additional Requirements
• Excellent oral and written communication skills in English and Spanish, both at an advanced level.
• Excellent interpersonal skills to maintain a professional, effective relationship with co-workers, claimants, holders, and service providers.
• Demonstrated ability to process, interpret and analyze financial and technical information to resolve problems in a quick paced environment.
• Ability to adapt quickly and easily to changing regulations, procedures and policies; and to perform tasks independently.
• Knowledge and experience with Microsoft Office Suite. Proficiency in MS Excel is required.
• Ability to plan, organize, make decisions, set priorities, and to meet deadlines in a fast-paced environment.
• Ability to work independently with minimal supervision.
• Must be available to temporarily relocate to New Jersey in case of an emergency to guarantee business operations continuity.
Region Locations
Señorial Center Building, 3rd floor
San Juan, PR
Work Schedule
Hybrid work schedule
Monday to Friday, with shifts scheduled between 8:00 AM and 6:00 PM.
Availability to work extended hours, holidays and weekends.
Values
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at [email protected]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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