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Operations Associate in Scripps Ranch at Vaco

Date Posted: 8/23/2018

Job Snapshot

Job Description

Operations Associate

Job Summary: Review and analyze contracts, applications, and supporting documentation using identified policy and procedures. Use Salesforce, record and document compliance steps for each identified requirement. Contact potential customers for clarification or questions resulting from the customer's application or from compliance verifications. Represent company in a professional manner to the potential customer. Make decisions to Pass or Fail compliance based on established policy and procedures. Communicate the compliance status of the potential customer to our Sales team or with the customer directly. Notify Sales team or customer of any issues that prevent potential customer from successfully on-boarding.

Primary Responsibilities:

* Review and Analyze on-boarding contracts, application and supporting information provided by a potential customer
* Ensure that the proper paperwork has been received and documents are valid
* Communicate with Sales team or the customer any clarification items or additional compliance requirements needed that customer did not supply
* Make decision as to whether potential customer will pass our compliance requirements.
* Ensure Compliance with the documented policy and procedures.
* Use Salesforce to record and document outcome of credentialing requirements
* Internal and External Customer Communication
* Contact potential customer for questions about their application or to request additional information for compliance review.
* Keep sales team informed of potential customer's compliance status. Notify when decision has been made to pass or fail the customer's compliance review.
* Maintain minimum Production and Quality Control scores
* Support at least 1 business unit.

Independence/ Decision Making: Works under limited supervision and is competent to perform most aspects of the job independently
§ Follows guidelines and procedures.
§ Errors may result in the company being out of compliance with credit repositories and/or regulatory entities.


  • Must possess ability to work efficiently with multiple applications and databases.
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Products, Word, Excel and Outlook
  • Ability to make informed decisions based on a specific set of guidelines
  • Must be detail oriented

Education:HS Diploma/GED required; some college preferred