Job Description
Job Description
**Responsibilities**
+ Add/Delete internal users to client databases
+ Adjust queues for client uses
+ Work with Infosec and customers to ensure client certificates are up to date
+ Generate requested reports
+ Work with internal teams to update RPA scripts, Extraction Sets Quarterly and as needed
+ Update Document Dictionary as requested by client or internal
+ Adjust XML as per configuration requirements with tools such as Postman
+ Conduct initial smoke testing of sites after configuration and before handing site over to client for their testing
+ Work with internal teams to create testing documents for client testing scenarios
+ Contribute to an environment that encourages information sharing, team-based resolution activity, cross training and an absolute focus on doing what is best for the customer
+ Create standard templates for data export and import processes.
+ Create SOP documents and other informational documents to be shared with internal team members
+ Demonstrate strong follow-through and consistently keep commitments to internal and external customers
**Knowledge and Experience**
+ 2+ years of experience providing technical support/customer service in a B2B environment
+ Ideally 1-3 years of experience in the mortgage lending and financial services market
+ Strong written and verbal communication/presentation skills, and comfortable communicating with both technical and non-technical audiences
+ Strong meeting ownership: note-taking ability, define action items, follow-up
+ Very strong problem solving and decision-making skills
+ Excellent time management and organizational skills
+ Ability to work efficiently and independently
+ Ability to work under pressure and time constraints, handling multiple tasks simultaneously
+ Initiative and strong sense of ownership
+ Broad understanding of cloud technologies
+ Strong knowledge of Microsoft products (Windows 10, MS Office)
+ Proficient networking troubleshooting abilities
+ Ability to read and comprehend XML
+ Prior experience using a case tracking system (preferably Salesforce and/or JIRA)
**Responsibilities**
+ Add/Delete internal users to client databases
+ Adjust queues for client uses
+ Work with Infosec and customers to ensure client certificates are up to date
+ Generate requested reports
+ Work with internal teams to update RPA scripts, Extraction Sets Quarterly and as needed
+ Update Document Dictionary as requested by client or internal
+ Adjust XML as per configuration requirements with tools such as Postman
+ Conduct initial smoke testing of sites after configuration and before handing site over to client for their testing
+ Work with internal teams to create testing documents for client testing scenarios
+ Contribute to an environment that encourages information sharing, team-based resolution activity, cross training and an absolute focus on doing what is best for the customer
+ Create standard templates for data export and import processes.
+ Create SOP documents and other informational documents to be shared with internal team members
+ Demonstrate strong follow-through and consistently keep commitments to internal and external customers
**Knowledge and Experience**
+ 2+ years of experience providing technical support/customer service in a B2B environment
+ Ideally 1-3 years of experience in the mortgage lending and financial services market
+ Strong written and verbal communication/presentation skills, and comfortable communicating with both technical and non-technical audiences
+ Strong meeting ownership: note-taking ability, define action items, follow-up
+ Very strong problem solving and decision-making skills
+ Excellent time management and organizational skills
+ Ability to work efficiently and independently
+ Ability to work under pressure and time constraints, handling multiple tasks simultaneously
+ Initiative and strong sense of ownership
+ Broad understanding of cloud technologies
+ Strong knowledge of Microsoft products (Windows 10, MS Office)
+ Proficient networking troubleshooting abilities
+ Ability to read and comprehend XML
+ Prior experience using a case tracking system (preferably Salesforce and/or JIRA)
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