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Account Specialist

Brea, California

Job Description:

Reviews and processes legal and title documents.  Responsibilities include: investigates daily incoming inquiries received from business partners; reviews to determine the best course of action for the account; validates and signs and or notarizes the legal and title documents. May be responsible for working with the business partners and legal counsel to address any concerns and handle daily correspondence regarding the process and for performing quality reviews of the completed signed documents, these quality reviews require extensive research of accounts and processing steps.  Review to determine the best course of action for the account; ensure all previous validation and signature steps were completed properly.  Additional responsibilities could also include: review of legal templates, including direct communication with Internal Legal Counsel; Title Vendors, and Department of Motor Vehicles. Understanding and development of inline process reporting; procedure reviews and updates. Working knowledge of general bank policies, programs and procedures and financial/accounting practices.

Role requires employee to work onsite at our Brea, CA location due to signing function, employee has to be able to work in the building.

Required Skills:

• Notary license required

• Ability to manage multiple tasks and proven track record of working independently

• Demonstrated ability to identify and escalate issues and opportunities within a process

• Demonstrated ability to be resourceful in resolving issues

• Ability and eagerness to learn

• Ability to navigate between multiple systems and tasks

Role requires employee to work onsite due to signing function, employee has to be able to work onsite.

Desired Skills:

  • Strong analytical and problem solving skills
  • Strong evidence of leveraging analytics to drive business results
  • Quality Review experience
  • College degree preferred
  • Leadership Experience

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Reviews and processes legal and title documents.  Responsibilities include: investigates daily incoming inquiries received from business partners; reviews to determine the best course of action for the account; validates and signs and or notarizes the legal and title documents. May be responsible for working with the business partners and legal counsel to address any concerns and handle daily correspondence regarding the process and for performing quality reviews of the completed signed documents, these quality reviews require extensive research of accounts and processing steps.  Review to determine the best course of action for the account; ensure all previous validation and signature steps were completed properly.  Additional responsibilities could also include: review of legal templates, including direct communication with Internal Legal Counsel; Title Vendors, and Department of Motor Vehicles. Understanding and development of inline process reporting; procedure reviews and updates. Working knowledge of general bank policies, programs and procedures and financial/accounting practices.

Role requires employee to work onsite at our Brea, CA location due to signing function, employee has to be able to work in the building.

Required Skills:

• Notary license required

• Ability to manage multiple tasks and proven track record of working independently

• Demonstrated ability to identify and escalate issues and opportunities within a process

• Demonstrated ability to be resourceful in resolving issues

• Ability and eagerness to learn

• Ability to navigate between multiple systems and tasks

Role requires employee to work onsite due to signing function, employee has to be able to work onsite.

Desired Skills:

  • Strong analytical and problem solving skills
  • Strong evidence of leveraging analytics to drive business results
  • Quality Review experience
  • College degree preferred
  • Leadership Experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21049019

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Loren Granger

Referral Bonus:

0

Street Address

Primary Location:
275 Valencia Ave, CA, Brea, 92823