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Archwell Capital Linkedin · Posted 1mo ago

Customer Care Admin

Orange County, California, United States

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Indexed description

Summary

The Customer Care Admin ( Administrator) position is responsible for answering incoming calls, opening, scanning and uploading all incoming mail to case management system. Document control and delivery. Monitor front entrance for visitors and contact Senior Trustee Sale officer before allowing entrance into office.

Essential Job Functions

  • Open, review, scan mail into case management system and forward to appropriate personnel timely based on mail type.
  • Answer incoming calls and forward to appropriate personnel.
  • Scan all original documents and immediately deliver to trustee sale clerk for retention in fireproof safe and/or cabinet.
  • Deliver all third party funds to SVP of Accounting Services for direction.
  • Data entry.
  • Maintain regular and punctual attendance.

Other Related Duties

Performs other related duties as assigned.

Supervisory Responsibilities

This position is an individual contributor with no direct reports and has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty based on timelines with an emphasis on customer service. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education And/or Experience

High School Diploma.

Certificates, Licenses, Registrations

None required.

Language Skills

Ability to read and write English. Ability to respond to common inquiries from clients and borrowers.

Mathematical Skills

Ability to work with mathematical concepts such as adding, subtracting, multiplication, division. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to define problems, collect data, establishes facts, and draw valid conclusions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Equal Employment Opportunity

Archwell is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans With Disabilities Act

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Archwell may change the specific job duties with or without prior notice based on the needs of the organization.

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