Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

High School Diploma

Travel Percentage :

0%

Job Description

About This Job

Review, analyze, and interpret loan documents and correspondence to ensure system accuracy and compliance with regulatory requirements. Update accounts and follow up on missing information. Research and resolve clients’ deposit-related and loan-related questions and problems.

Schedule:

6am-2:30pm Monday – Friday Rotating Saturdays as OT

What you will be doing

Review and update customer account documentation (e.g., address, phone, ID, name changes).

Investigate and resolve cases in the Case Management Application.

Process account closures and fee dispute cases per client requests.

Manage opt-out forms and checkbook orders.

Open and route cases received via email to the appropriate department.

Provide cross-functional support within the department.

Issue reference letters as requested by customers or officers.

Prepare FTM entries and update W-8 forms in compliance with IRS regulations.

Upload new account documentation and related files to the Image Center.

Assist the supervisor with special projects and perform other duties as assigned.

Educational Requirements

High school diploma required; college coursework preferred.

What you bring

1–3 years of experience in CIS maintenance or a related field.

Knowledge of banking regulations and documentation standards.

Bilingual in English and Spanish (required).

Strong attention to detail and organizational skills.

Excellent written and verbal communication abilities.

Ability to work independently and collaboratively across departments.

Proficiency in Microsoft Office and case management systems.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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