Job Description

Description

Job Description

  • Prepare and present monthly performance dashboards covering volumes, SLA metrics, and exceptions.
  • Collaborate with Business Units (CBGS, FIG, CMBS, CBS), Compliance, Risk, Legal, IT, Products Leads on operational matters.
  • Collaborate with and support iCIMB on new product/systems, projects and process improvements matters related to account opening (AO) and account maintenance (AM).
  • Maintain oversight of control checks, exception logs, and audit documentation for account servicing and document handling.
  • Support internal and external audit reviews, ensuring readiness and compliance.
  • Serve as the operational contact for law enforcement requests (e.g., freezing and production orders), ensuring timely and compliant response in coordination with Legal and Compliance.
  • Approve maintenance tasks (e.g., Hold codes), support cross-departmental queries, and provide coverage for leadership roles.

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