Operations Representative Job Description
Operations representative
provides superior billing support and build successful long term relationships with both internal and external clients for internal workflow applications and sales tools.
Operations Representative Duties & Responsibilities
To write an effective operations representative job description, begin by listing detailed duties, responsibilities and expectations. We have included operations representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Monitors account positionsand documents
Prepares closing documents
Evaluate training needs of dealer rental operations staff and leverage existing materials and resources to satisfy those training requirements
Counsel dealers on an optimal rental rollout strategy and maximize dealer profitability
Quickly and correctly identify problems that may not be obvious and solve problems
Processes incoming mail requests including, but not limited to
Must follow company procedures following credit procedures and internal policies
Research and resolve all inquiries received via phone, urgent logs, held order queues and auto generated e-mail systems pertaining to order statuses and procedures, NSP department, merchandising and marketing, credit providers, delivery complications and shipment tracking
Approach all delivery issues by thoroughly investigating the situation to ascertain the steps necessary to fix the problem
When service failures impact customer satisfaction, provide creative alternatives to maintain customer business and avoid returns or cancellations
Operations Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Operations Representative
List any licenses or certifications required by the position: AMFI, DRS, AED, CPR, CDL, LM, MAWB, SAP, CAMS, PHR
Education for Operations Representative
Typically a job would require a certain level of education.
Employers hiring for the operations representative job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Business, Education, Finance, General Education, Associates, Technical, Accounting, Communication, Engineering, Business/Administration
Skills for Operations Representative
Desired skills for operations representative include:
Internal processing applications
Truckload market and industry trends
US Healthcare
Long term care insurance
Excel
Options
LoanSERV and Clearpar
SAP
WSO
Equity
Desired experience for operations representative includes:
Accurate and fast typing skill
Knowledge of US compliance especially OFAC and AML related regulations is preferred
Knowledge of ICC publications such UCP600, ISBP and URC522, compliance requirements is preferred
Knowledge of internal bank systems (BOSS, RQPQ, RQST, XPTRA/B)
One year of experience in the mutual fund/financial services industry
High School graduation or equivalent (GED or other certificate), some experience in shipping environment
Operations Representative Examples
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Operations Representative Job Description
Job Description Example
Our innovative and growing company is hiring for an operations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations representative
- Provide product and operational expertise to T&S, branches and other departments
- Act as liaison between various areas of T&S, branches and other departments as required to fully satisfy customer issues in a timely manner
- Assist Operations Manager with complaint investigations, resolution and responses
- Perform corrections and adjustments for client accounts within authorized transaction limits or with management approval
- Adhering to policies and procedures set out by the firm and CCRA
- Obtaining and following up on all documentation required to process transactions
- Communicating with clients, lawyers and executors both verbally and in writing regarding estate issues
- Ensuring timely and accurate follow up to enable efficient and effective processing and completion of transactions
- Investigating and researching problems
- Advising appropriate departments to make adjustments/corrections
Qualifications for operations representative
- Ensuring compliance with tax policies and procedures pertaining to tax forms
- Providing duplicate tax slips as required
- Administrative maintenance of all fees and rebates including administration fees, inactivity fees
- Provide reports and statistical information to management as required, including information to assist in continuous improvement, initiatives and to identify training gaps/non adherence to policies
- Cross-train new and existing staff, and participate in job shadowing and training sessions
- Ensure all items pertaining to error accounts and control accounts are reconciled and records are accurately maintained and filed
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Operations Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of operations representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operations representative
- Monitor inquiries related to the Security Master system and address client and vendor inquiries
- Set up of new internal codes for various types of securities and maintenance of the Security Master system
- Meet required business service level agreements
- With a strong eye for detail complete daily and month end reconciliations of internal operations accounts and ensure compliance with internal and industry regulatory requirements
- Work as part of a team to deliver exceptional service and provide issue resolution
- Maintain written documentation and procedures for assigned sales operations (order entry, customs/duties, international shipping
- Detailed understanding of customs/duties/IOR for international orders
- Perform analysis, manage inventory levels for warranty support
- Represent our client as operational contact with customs brokers to facilitate the effective importation of all materials that enter the U.S. while complying with Customs & Border Protection (CBP) and other government agency regulations
- May coordinate with Client R&D department to facilitate the entry and clearance of research and development samples entering the US
Qualifications for operations representative
- Associate’s Degree, Technical School diploma, or other two-year degree preferred
- Series 7 and 63 licenses within approved time frame
- Must be proficient in the use of personal computers and supporting software in a Windows based environment, including MS Word
- You’re an ambitious self starter with a keen interest in the sharing economy
- You are personable, highly organised, and patient
- You are great at communicating and are comfortable in dealing with people from all walks of life
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Operations Representative Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of operations representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operations representative
- Monitors and processes transaction requests incoming documents
- Be Subject Matter Expert on Pricing and Configuration
- Ensure required approvals are obtained
- Submit and manage contracts, SOWs and other agreements with legal
- Understand contract requirements, structure, business terms and identification of potential risks
- Review PO for accuracy and compliance with internal policies
- Submit Orders for Booking
- Partner with sales on customer meetings regarding large orders in "Contender or Above" status
- Liaising with all organizations involved in the agreement process
- RFP/RFI Support
Qualifications for operations representative
- CSG experience is required
- Secondary school graduate or above
- Food is your friend - you’ve got to have an appetite to work here!
- You are self-motivated and a great team player who throws himself at challenges
- You have courage of conviction and can quickly and efficiently troubleshoot problems
- The ability to learn and effectively use Echo’s proprietary technology
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Operations Representative Job Description
Job Description Example
Our company is looking for an operations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations representative
- Enter data for the KOT Valve/Inactive Services updates into the Valve App
- Survey the daily service and pave cut cards for accurate size, type, and location
- More than 8 hour day may be expected as dictated by work volume
- Fix work requests with editing errors, file device cards, meter cards/inventory
- All paving – from creating the repair wr’s to paying in Oracle
- Permits – processing and paying
- Scheduling for 5 contractors – from creating wr’s to calling customers to schedule, sending customer letters, fielding customer complaints, and customer call backs
- Perform other duties as requested (as a standard default answer)
- Monitor and process tasks and requests for Strategist Solutions
- Verify new account documents and other duties as assigned
Qualifications for operations representative
- Act with a sense of urgency while maintaining accuracy and detail
- Proven ability to establish productive internal and external relationships
- Work well under pressure and with integrity
- Ability to exude confidence and gain credibility with carriers
- Highly professional demeanor in a fast paced sales environment
- Preferably minimum one year related experience
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Operations Representative Job Description
Job Description Example
Our growing company is looking to fill the role of operations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations representative
- Training the Loan Operations staff
- Identifies issues which are beyond the scope of those handled by the Customer Operations department, or which require specialty involvement, and generates service tickets and alerts for issue resolution
- Work with colleagues from different cultural backgrounds in an international environment
- Have constant exposure to the English language
- Gain knowledge of financial markets
- Gain experience in dealing with financial transactions and administering US investor accounts
- Work with a supportive team in great atmosphere
- Take part in local and global (analytical, technology and system) projects, soft skills development and improvement trainings
- Provide first line Business Practices support to OD Alliance and Channel Sales team
- Placing trades, implementing new accounts, performing account transfer and money movement functions other account maintenance functions
Qualifications for operations representative
- Bachelors in Environmental Science or related Science
- Knowledge of EPA (TSCA/FIFRA), FDA and USDA regulations
- 1-3 Import logistics experience from regulated industry preferred
- Intermediate to advanced Salesforce.com user
- A working knowledge of current permit fees and mandates for all state, county, and municipal entities is a basic requirement
- General office abilities for computers, typewriter, copiers, and printers