Digital Workflow Services Associate | Southfield, MI

Job Description Summary

Hybrid

Schedule:

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.

Training:
You’ll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training. After that initial training period, then you’ll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week.

Hours/

Schedule:

Monday-Friday from 9am-6pm EST. The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month.

The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks.

Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.

The Digital Workflow Services Associate operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks.

Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence.

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

• Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.

• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

• Maintain files and records.

• Ensure a positive experience for internal clients by having courteous interactions with them.

• Assess compliance with established standards and protocols for routine inquiries.

• Support others by carrying out basic data management tasks.

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.

• Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

• Works with guidance (but not constant supervision) to plan,…