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Securities Quality of Business Specialist

Securities Quality of Business Specialist

CompanyPrimerica
LocationDuluth, GA, USA
Salary$35000 – $40000
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Minimum High School Diploma or GED
  • Familiarity with PFSI internal/external systems
  • Excellent verbal and written communication skills
  • Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
  • Self-starter with the ability to work in a team environment
  • Ability to work overtime as needed
  • Excellent proof reading and analytic skills

Responsibilities

  • Communicate with our field force via telephone, e-mail, and/or fax
  • Return applications that cannot be processed to the writing Representative
  • Track outgoing mail to ensure proper delivery
  • Perform quality control check on processed work
  • Conduct daily reconciliation to ensure all trades have been processed correctly within department standards
  • Review trades for deficiencies (Not In Good Order or NIGO)
  • Communicate deficiencies to the writing agent
  • Correct trades, append corrections to the application image, and route image to appropriate queue
  • Run daily monitor reports and work quality control queues
  • Mail applications that are not in good order to the appropriate agent and track UPS packages daily to ensure that they are received
  • Review agent license status and work Bad Sales reports
  • Provide training to new employees within the processing area

Preferred Qualifications

    No preferred qualifications provided.