Shared Service Specialist Team Lead

Job Purpose

Provide a summary of the job’s purpose and objectives

This job is responsible for team work flow and ensuring client standards are met. Responsible for training, coaching, motivation and direction to team members while creating an environment which encourages teamwork, commitment, increased productivity and superior quality.

Primary Job Accountabilities/Responsibilities

• May require on site in office work environment that may vary between hybrid to 100% on site. 
• Applies expert problem-solving skills on complex issues for researching and resolving exception items that have been initiated via various channels.
• Analyzes problems, make recommendations, and make decisions impacting team.
• Monitor and manage daily workflow.
• Ensures that all deadlines are met, and that daily work is distributed appropriately and that client standards are met on a daily, weekly, and monthly basis.
• Provides training, coaching, motivation, and direction to team members while creating an environment which encourages teamwork, commitment, increased productivity and superior quality.
• Responsible for performing job requirements including processing checks, payments, maintenance, basic analysis, research, or communicating with the vendor’s technical team.
• May perform monetary functional transactions such as balancing and sending wire requests to the clients.
• Use multiple systems for printing, notating, tracking, information gathering and / or trouble shooting the items raised by the client / insurance company / customer.
• Communicate with internal and external clients.
• Create daily and monthly reports for use by auditors and internal tracking.
• Participates in regularly scheduled conference calls with clients designed to obtain feedback on the performance of the Unit, and to provide an opportunity to implement any necessary procedural changes.  
• The Team Lead partners with the manager on process improvements and workflow to ensure business objectives are met.
• Follows standard procedures and policies with more senior levels using greater latitude and judgment in responding to inquiries.
• Provides a high level of accuracy in check handling.
• Maintain secure check handling environment, if applicable.
• Validate accuracy of payees for specific clients.

Basic Qualifications Required - Experience, Skills, and Knowledge

• Education: List the minimum level of education required in order for someone to perform this job)    
• Previous Experience: List the minimum number of years and type of experience required to perform the essential functions of the job.  For example Customer Care Position:  1 year experience in a customer service function.
• Knowledge and Skills: List the minimum level of knowledge & skills required for someone to perform the job

Other Requirements

• High School diploma or GED    
• 3-year experience in insurance, banking, finance, mortgage servicing or related experience/education

Preferred Experience, Skills, and Knowledge

• Education: For example: If minimum requirement is AA the preferred could be a BA/BS
• Knowledge and Skills: Additional relevant skillsets that would enable an individual to perform at a higher level
• Previous Experience: For example - Customer Care:  1-year experience in a customer service function is the minimum requirement however 3+ years is the preferred
• Proficient with MS Excel, MS Word and web based applications
• Good verbal/written communication skills
• Solid work quality, accuracy and proficiency
• Sound analytical skills
• Solid internal and external communication skills
• General system application and processing knowledge
• Solid customer service skills
• Ability to adapt well to change
• Applies expert problem solving and analytical skills to resolve complex issues

DISCLAIMER

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Pay Range:

$20.49 - $33.81

Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

Expected application deadline is

10/01/2025

If date is blank then this is a pi