[Remote] Disbursement Analyst (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. The Disbursement Analyst position involves processing disbursement related transactions, reviewing documents for accuracy, and ensuring compliance with federal and state requirements while collaborating with an offshore team.

Responsibilities

• Utilize multiple mainframe systems to process disbursement related transactions
• Review AWD to confirm paperwork has been completed timely and is in order
• Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up
• Validate original Medallion Signature Guarantee, if available
• Review power of attorney documents and trust documents for signature compliance
• Review disbursement transaction for company financial controls
• Ensure all company federal and state compliance requirements are met
• Work on Ad hoc projects as needed

Skills

• 1+ years of experience in financial services industry or customer service
• Knowledge of the Disbursement process
• Ability to handle multiple processes and prioritize workload and be organized and detail oriented
• Ability to think creatively, communicate effectively both written and verbal, and work collaboratively
• Self-starter; ability to work independently with little supervision while contributing as a team member
• Sound analytical, problem solving and decision making skills
• Reliable with the ability to meet attendance and punctuality standards
• Ability to handle sedentary nature of job
• Demonstrated accountability and sense of urgency

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview

Company H1B Sponsorship