Offline File Resolution Clerk (Administrative)

SUMMARY

An offline file clerk is responsible for verifying, creating, applying, and balancing error files. They resolve issues related to these files and prepare client documents for storage.

ESSENTIAL FUNCTIONS

• Maintains confidentiality of CDS Global and its clients' proprietary information.
• Balances all incoming transactions.
• Runs attended or unattended mode according to size.
• Analyzes error notices and corrects errors.
• Communicates with Account Team via email or phone for error resolution.
• Deletes, corrects, or re-batches incorrect orders using Serv or Serv PF systems.
• Notifies managers of finder numbers not loaded and keys numbers.
• Interacts in cooperative and professional manner, with all levels of employees, vendors and/or clients, in a team environment.
• Organizes tasks and resources to complete work and meet deadlines according to established departmental procedures.
• Follows CDS Global ergonomic and safety policies.
• Works with other departments (Depositing, etc.) when necessary.

EDUCATION AND/OR CERTIFICATION, SKILLS AND LICENSING

• High School or equivalent. Education and/or experience may be substituted for the minimum education requirement.
• Typing minimum 25 wpm with the ability to use a calculator.
• Ability to convey clear, concise information to others using verbal, written, or other appropriate communication techniques.
• Ability to analyze data and make decisions based upon specific written or verbal guidelines.
• Ability to compare data and edit information on the PC.
• Ability to work cooperatively with others.
• Ability to organize tasks and resources in such a way as to complete work in a reasonable time frame.
• Ability to react to change and remain productive.
• Intermediate PC Knowledge/Skills.
• Routinely uses electronic mail.
• Routinely creates and modifies Microsoft Excel documents, Microsoft Word documents, or related software.
• Routinely uses the Internet to find and do basic research for business purposes.
• Moves FTP files.
• Intermediate verbal and written communication skills.
• Intermediate math skills.
  The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  They are not intended to be a complete list of all responsibilities, duties and skills required of personnel assigned to this job.

WORK SCHEDULE

• Monday - Friday 8am-6pm (8 hour shift within this timeframe)