Account Processing Representative

Title: Account Processing RepresentativeLocation: Baltimore, MD - HybridDuration: 12 Months- Hybrid: 3 days in office; 2 remote (first 2 weeks of training will be in-office)*** MUST HAVE 2 MONITORS AT HOME ****** BACHELOR'S REQUIREDTop 3 Skills:- Experience in a production-based role- Effective communication working with clients- Dependability – looking for someone that is motivated to work in finance and further themselves in this rolePosition SummaryThe New Account Document Processing Department serves as a center of expertise for regulatory, policy, and procedural review across the firm. The Senior Processing Representative is responsible for validating new account documentation, conducting research, resolving escalated issues, performing quality reviews, and ensuring operational activities are completed accurately and in compliance with firm and regulatory requirements.This role requires strong analytical skills, attention to detail, and the ability to apply regulatory and procedural knowledge to complex documentation and account servicing requests.Key ResponsibilitiesDocument Review & ProcessingEvaluate and validate account documentation for completeness, accuracy, and compliance.Research and determine the validity of documents and requests.Ensure downstream account actions are processed accurately and within established service levels.Support account maintenance activities, account restrictions, and related operational processes.Quality Control & EscalationsPerform quality assurance reviews of documents processed by operational teams.Identify and resolve processing exceptions and documentation issues.Manage vendor and business partner escalations.Collaborate with Branch Offices, National Operations, and other business units to resolve complex requests.Subject Matter ExpertiseDevelop expertise in department policies, procedures, and regulatory requirements.Serve as a resource for document validation and processing guidance.Support process improvements and operational excellence initiatives.QualificationsRequiredBachelor's DegreeStrong analytical, organizational, and problem-solving skillsAbility to work independently in a fast-paced, production-driven environmentExcellent written and verbal communication skillsStrong attention to detail and commitment to qualityPreferredExperience in financial services or operationsPrevious new account processing experienceFamiliarity with *** systems and workflowsProficiency with Microsoft Office SuiteSkills & CompetenciesCustomer-focused with a strong sense of urgency and accountabilityAbility to manage multiple priorities and meet service level commitmentsStrong conflict resolution and critical thinking skillsEffective collaborator with a positive, team-oriented mindsetContinuous learner with a commitment to professional developmentWhy Join UsThis role offers an opportunity to become a key contributor within a highly specialized operational team that supports critical regulatory and client service functions across the firm. Successful candidates will gain exposure to complex operational processes, regulatory requirements, and cross-functional business partnerships.ET_PB01