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Specialist, Business Process Management

Apply Req ID: Req1043864 Date posted 02/07/2023
Specialist, Business Process Management

Country: United States of America


Pipeline Processing Position job description      

Responsible to engage all our customers and prospects once they submitted their loan application to us for processing.

Send the Good News Email or Good News Call

Follow-up with each application in the timeline specified in the procedures

Upload documents from the generic mailbox in the rare instance the applicant cannot self-serve

Maintain the daily pipeline report to ensure all applicants are being kept informed and engaged, with a strong focus on prospects as they require more documentation and don’t have a local branch to visit

Complete outreach to applicants that are ready to close but haven’t esigned their documents

Monitor the queues along with reports that are sent out each day

Update the system with all activity for each application for audit purposes and to account for the daily production performance standards

Complete the required outreach by phone to have a reasonable sample size for the quality review scorecards

Complete the quality review of document submissions before they go to the underwriter for an analysis

Adhere to all regulatory and compliance requirements, including completing the requiring annual training 10 days prior to the due date

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor's Degree or equivalent work experience in Business, Finance, Economics, Mathematics or equivalent field. (Req)

Work Experience:
Experience in Project management, integration of business processes, systems, and/or products., 0-3 years (Req)
Experience with a CRM system (i.e. and Business Intelligence tools., 0-3 years (Req)

Skills and Abilities:
Ability to multi-task and keep initiatives on track simultaneously
Excellent communication and organization skills
Excellent analytical capabilities including SQL, Excel and relational database skills
Detail oriented, organized and analytical
Must relate well to all kinds of people, listens and builds constructive relationships, uses diplomacy and tact
Shows creativity and innovation in presenting ideas
Demonstrated ability to operate independently with broad general guidance against a framework of defined business objectives
Ability to drive projects and activities to successful conclusion, operating with a high sense of urgency
Demonstrated proficiency in Microsoft Excel, Project, PowerPoint and SharePoint
Conscientious with strict attention to detail

Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.


Primary Location: East Providence, RI, East Providence

Other Locations: Rhode Island-East Providence


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