Risk Management Clerk

Job Responsibilities

Assists both the Compliance and Quality Control divisions of Risk Management and does projects as needed.

New Membership Onboarding

Allocation of new applications as they come in, to include but not limited to:

  • Monitor email notifications from the application portal
  • Review online applications
  • Make initial applicant contact by phone within 2 business hours of application receipt
  • Create a profile in Customer Relationship Management software
  • Enter data into various spreadsheets
  • Ensure applications are allocated evenly among Application Processors

    • Other tasks:

  • UWM liaison and status tracking regarding “UWM Referred” Broker applicants
  • Monitor applications tatus general email inbox and voicemail; assign to Compliance Specialists or New Membership Specialists as appropriate for response
  • Application volume tracking and communication to Executive Admin weekly
  • NCRA 3rd party tracking and reporting

    • Internal Audit

    Allocation and tracking of audits for Internal Audit-CV team, to include but not be limited to storing past audits, and updating Excel spreadsheet of audit completions that contains:
    Full list of CVS employees, their current manager, their start date and their current ‘category’.
    Date of last audit

    Frequency is related to experience/category:

    1. Super Newbie (brand new hire-4 weeks)
      • Audits to be done weekly
    2. Newbie (5 weeks to 6 months)
      • Audits to be done weekly
    3. Established (7 months +)
      • Audits to be done monthly at minimum but ideally no less than every 2 weeks
    4. Expert (designated based on quality of work, not time in role)
      • Audits to be done every 6 months

    Required Experience and Skills

  • Attention to detail
  • Ability to multi-task
  • Ability to prioritize team member workloads to assign additional applications effectively and proactively
  • Professional verbal and written communication skills with excellent grammar
  • Skilled in MS Office Suite (Word, Excel, Outlook, PowerPoint)
  • Familiar with and comfortable navigating computers in general
  • Good to excellent typing speed and accuracy

    • The ideal candidate is a self-starter with the ability to work independently, is comfortable on the phone, is a good communicator, adapts well to change, has a cheerful disposition, is able to make routine (not sensitive) decisions as necessary to complete the job and conversely is willing to ask for guidance when appropriate. Must have a sense of urgency as the job tasks are time sensitive. This is not a call center job.

    This is a remote position which requires you to work Mountain Time (MT) 7am-4pm or (MT) 8am to 5pm. You may live in any time zone as long as you’re able to work the MT shift needed.

    This position requires no background noise (dogs, neighborhood, family members, roommates etc.) because of the amount of time spent on the phone. A dedicated home office is required; you must provide a room, internet, a desk and a chair. This is a great entry-level job for someone with an eagerness to learn.

    THIS JOB REQUIRES THAT YOU WORK AT A DESK, USING A COMPUTER AND HEADSET FOR AS MUCH AS 8 HOURS A DAY, ENTERING DATA AND CONVERSING WITH INTERNAL AND EXTERNAL CLIENTS BY PHONE AND COMPUTER IN A TIMELY MANNER.

    Because we are a highly regulated industry, you will need to pass a background check, including but not limited to credit, drug, criminal and also a review of your home office.

    We will provide training remotely for this job. No FCRA, Compliance, Credit or Mortgage experience required, though that would be a plus.

    Company software includes: Microsoft Suite, Meridianlink, DocuWare, Ring Central, Salesforce

    This position does allow room for advancement and the opportunity to learn about the Reseller industry and specifically Reseller Compliance.

    Bilingual not required.

    HS diploma or GED minimum. This position pays $16 an hour.

    To apply, send your Cover Letter and Resume to Lisa Posteraro at lposteraro@advcredit.com