Senior Account Operations & Compliance Specialist

EverBank Financial Corp.; New York (NY); Hybrid; USD 34,000 - 45,000; Full time

Benefits offered by this job

401(k) savings

Wellness benefits

Life and Disability Insurance

Job summary

EverBank, N.A. in Islandia, NY is seeking a Senior Account Operations Specialist Sr to manage complex back-office tasks for new accounts and maintenance while ensuring regulatory compliance and high-quality service.

The role includes mentoring teammates, overseeing day-to-day operations, performing UAT and audit responses, and driving process improvements to increase operational efficiency. This position requires 3+ years in banking operations, strong analytical abilities, and proficiency in

Qualifications

• 3+ years of banking, financial services, or operations experience.
• Knowledge of consumer account operations, risk, controls, and quality standards.
• Strong analytical, problem-solving, and research skills with the ability to resolve issues independently.
• Proficiency in Microsoft 365 and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Assists in new account processing for ICS, CDAR, compromised, and employee accounts.
• Performs other duties as assigned.
• Processes account and customer level maintenance requests, such as name and account title changes, beneficiary, address and statement updates.
• Assists with complex customer support tasks, including check orders, verifications and alerts, debit card and visa check card requests, and limit increases.
• Performs advanced account research and handle escalated customer inquiries.
• Monitors compliance with regulatory requirements and banking policies.
• Identifies areas for process improvement and assists in implementation of strategies to enhance operational efficiency.
• Provides training, mentoring, and support to team members.
• Assist with overseeing the day-to-day operations, including daily report review, and performing quality oversight of completed tasks.
• Responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.

Skills

Banking experience

Operations experience

Analytical skills

Microsoft 365

Education

Vocational education

Tools

Microsoft 365

Job description

EverBank, N.A. in Islandia, NY is seeking a Senior Account Operations Specialist Sr to manage complex back-office tasks for new accounts and maintenance while ensuring regulatory compliance and high-quality service.

The role includes mentoring teammates, overseeing day-to-day operations, performing UAT and audit responses, and driving process improvements to increase operational efficiency. This position requires 3+ years in banking operations, strong analytical abilities, and proficiency in