Retrieve and analyze client and account lists from creditors to determine necessary updates or corrections, then process them through Data Loader per SOP.
Analyze reports to identify product update needs or processing issues. Collaborate with internal partners to determine error causes and potential solutions.
Write Excel macros and formulas to enhance the efficiency of list processing within the system.
Conduct quality checks to ensure the accuracy and currency of all received and submitted information.
Communicate with internal/external partners and leadership at all levels in person, via email, or through conference calls.
Update process documentation and perform data gathering/analysis.
Document and refine data exchange processes, promoting standardization, scalability, and continuous improvement.
Use technical knowledge to discern best practices for updating templates and creditor lists
Support high-impact projects and initiatives focused on operational efficiency
Act as a subject matter expert for assigned creditor list exchange processes Develop and implement data validation checks to ensure data integrity throughout the processing workflow
Monitor key performance indicators (KPIs) to track progress and identify areas for improvement
Analyze data trends and patterns to proactively address potential issues and bottlenecks
Collaborate with cross-functional teams to streamline processes and improve overall operational efficiency
Exercises independent judgment in analyzing and interpreting data to identify trends, patterns, and insights.
Makes recommendations to stakeholders based on analysis of creditor processes, providing actionable insights to drive business decisions.
Develops and implements data processing procedures and protocols to ensure data accuracy, consistency, and integrity
Troubleshoots and resolves data-related issues promptly and efficiently, ensuring minimal disruption to business operations
Serve as the main point of contact for external business partners, facilitating day to day data exchange, resolving escalated issues and coordinating support from other workgroups as needed.
Previous experience with Inventory Control in the debt settlement industry highly preferred
Experience working with advanced Excel concepts including but not limited to v-lookups, countifs, conditional formatting, and VBA Macros
2 years' experience in a financial services environment
Strong organization skills with the ability to multitask effectively and work independently
Strong level of attention to detail
Ability to draft professional emails and to clearly and effectively communicate information to all audiences
Experience with Salesforce and Data Loader preferred
Data driven with some knowledge of Data Analysis
Achieve well-being with:
Hybrid and work-from-home opportunities
401 (k) with employer match
Medical, dental, and vision with HSA and FSA
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect with other employees through our six employee resource groups
Benefits
Dental insuranceVision insurancePaid time off
Additional Information
As an Inventory Control Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. The Inventory Control Analyst acts as a liaison between Settlement Operations and our creditors that we utilize a data list exchange process to obtain settlements.
Achieve1 · Tempe, AZ