Direct Mail Specialist manages all direct mail programs, processes, and materials to insure effective and on-time results. Oversees warehouse inventory and reorders items as needed. Being a Direct Mail Specialist works with Marketing campaign team to select and manage vendors. Tracks and evaluates direct mail program effectiveness and makes recommendations for improvements. Additionally, Direct Mail Specialist may require a bachelor's degree. Typically reports to a manager. The Direct Mail Specialist gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Direct Mail Specialist typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Position requires availability Monday through Friday from 8 am to 5 pm with the ability to work additional hours as needed.
Location: 921 W Monroe Ave, Lowell, AR
Exempt: No
Salary Grade: Grade 11
SUMMARY: Under the direction of the IAS Manager or IAS Supervisor, the IAS Records Management Specialist 2 is responsible for completing the daily activities of the physical records management process. The incumbent will coordinate a physical records process to ensure the proper handling and timely processing of physical documents. The IAS Records Management Specialist 2 must perform all functions in an accurate and reliable manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
1. Evaluate and process a large volume of mail, loan documentation and payments. Open, sort, file, retrieve, distribute, and/or store inbound documentation according to specific bank group retention policies. Maintain the complete filing system for the entire bank lending division.
2. Analyze incoming documents within complex functional support areas and communicate with internal departments to clarify information for both accuracy and to ensure alignment with business needs.
3. Identify documents specific to loans, to include collateral, insurance and/or flood claim documents, that may require special handling or processing. Determine appropriate action(s) or partner with the appropriate teams for handling. Ensure all documents are properly imaged prior to distribution or storing.
4. Review and process various complex digital/physical documents and requests received via workflow queues, emails, and telephone inquiries. Review and understand complex attorney prepared documents to ensure proper handling and routing. Review and verify legal documents and corresponding system data to ensure that loan and/or deposit accounts are properly set up and include the appropriate documentation per state and federal regulations and Arvest policy.
5. Process returned mail by validating customers address with our internal systems and make necessary revisions or flag the account as having a bad address by applying the bad mail code indicator.
6. Track and process returned debit cards by validating customers address with our internal systems and make necessary revisions or flag the account(s) as having a bad address by applying the bad mail code indicator. Work with bank associates to send returned debit card to branch locations for pickup and/or destroy the returned card per the timeframes outlined by bank policy.
7. Manage daily pull reports to purge the physical storage of documents based on bank group retention schedule .Track and monitor the release or transfer of original documentation from file room to designated internal or external customer.
8. Research and retrieve various digital/physical documents (i.e., accounts payable, cash letters, paid loans), as necessary for bank personnel. Research missing and/or incorrect items, working with all parties to correct issues, and to ensure resolution in a timely fashion.
9. Collaborate with Deposit Servicing to process deposits/payments for deposit or loan accounts. Provide information and knowledgeable assistance efficiently and professionally. Establish and maintain a good working relationship with all shared services teams to understand which areas complete specific tasks to ensure the proper delivery of inbound documentation.
10. Monitor exception queues, assess issues, and resolve root cause. Maintain personal and confidential business files in an efficient and accurate manner.
11. Complete reporting to ensure the accurate document collection and storage of all digital/physical documentation to updates to managers, lenders, and other applicable associates. Extract, print, copy, and mail various segments of files as requested.
12. Perform special projects as required by the department.
13. Train new team members and serve as a mentor and trainer for junior associates.
14. Accurately follow physical records management processes pertaining to all data, documents, recorded security instruments, title policies and promissory notes, limiting the company risk due to lost notes and/or documents and data. Ensure data integrity and accuracy of information on accounts is maintained. Quality Control functions are required to ensure quality and accuracy.
15. Consistently ensure the delivery of high-quality customer service via all channels. As appropriate, resolve external and internal customer questions and/or concerns, escalating as needed.
16. Develop and maintain current knowledge of applicable banking policies, operational procedures, loan documents, state and federal laws and regulation, products and services, systems and technologies, bank structure/organization and account documentation by attending continuing education training, both internal and external.
17. Diligently execute on daily takes with in the given functional area to ensure the company is in the best possible position to serve the customer and protect the shareholder.
18. Maintain SLAs to ensure all processes are performed in accordance with standard metrics with an expectation of exceptional customer service.
19. Preserve efficient workflow, accuracy of functions and timely and consistent communication with the frontline staff, support areas and other shared services divisions.
20. Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
TEAM ACCOUNTABILITIES:
Responsibilities:
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
OTHER SKILLS AND ABILITIES:
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Clear All
0 Direct Mail Specialist jobs found in Fayetteville, AR area