Accurate and timely creation of customer files in the ATLAS System. Creating customer profiles in ATLAS to support relocation requests from our clients. Using internal tools to make appropriate decisions to drive--client, contract, division, currency, move type, policy, products etc. in the main Cartus application, ATLAS. These decisions drive workflow, billing, service delivery, and financial drivers for Cartus.
This team member will also manage updates to customer files and stuck customer resolutions.
This role will be expected to work shift equivalent to US EST Business hours. Must be flexible and willing to work on Night Shifts - e.g. 8pm to 5am.
MAJOR DUTIES AND RESPONSIBILITIES:
Timely and accurate input of customer data in Atlas system.
Understand key financial controls and the Contract and policy setup to support customer file creation.
Stop (Stick) customer files when not all required information provided or key decisions cannot be made. Also, manage and escalate authorizations where a US Sanctioned country is involved.
Manage update requests to customer files.
Identification and communication of potential gaps in coding matrices to leadership.
Aide in training of new hires and/or temps.
Assist with new system rollouts and testing.
Assists with data integrity reports and projects.
Manage to sensitive and confidential information provided by our clients.
Perform OFAC checks on customers when required.
Other projects and tasks as required by management.
DIMENSIONS:
Attention to Detail
Ability to meet productivity goals, while maintaining accuracy
Strong Analytical Skills/Critical Thinking
Accuracy/Quality of Work
Excellent Verbal and Written Skills
Teamwork
Flexibility
Organizational Skills
Ability to Multi Task
QUALIFICATIONS:
Strong Typing Skills
Produce volume of work with accuracy
Proficient in Microsoft Word and Excel
Ability to reference multiple documents and make key decisions--and identify conflicting information
Demonstrated ability to handle sensitive/confidential materials
Demonstrated ability to take initiative
* College degree or equivalent work experiences preferred
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