Job Description :
PCL Cash is responsible for Transactional Maintenance on lines of credit. We process payments, payoffs, and reversals.
Job Duties :
- Process transactional maintenance on lines of credit, including payments, payoffs, reversals, and account closings.
- Ensure internal accounts are cleared within required time frames and meet strict SLAs and regulatory requirements.
- Work out of MSP to complete loan maintenance tasks and manage task queue.
- Use internal tools for research and processing :
ESS for borrower and account information.
EDR for document retrieval and imaging requests.LMR to work internal requests and update notations.CheckVision to access check and ticket images.Utilize Microsoft Teams, Outlook, and Excel for communication, scheduling, and data tracking.Track and reconcile work accurately, documenting daily production in SharePoint.Complete end-of-day balancing and month-end clearance of all items before leaving.Apply basic math skills to validate transaction accuracy.Investigate discrepancies by asking critical questions such as "What happened?" and "Why did it happen?" to resolve issues.Escalate unresolved issues to team leads or managers promptly.Collaborate with team members on group responsibilities while working independently on assigned tasks.Maintain a high level of attention to detail to ensure customer impact is minimized.Handle limited customer communication via email, primarily using prewritten responses for authorizations.Participate in weekly team meetings and complete phased training with shadowing and mentoring.