Guaynabo, PR, 00968, USA
1 day ago
Technical Assistant
Date: Mar 7, 2025 Location: Guaynabo, PR Company: Popular Workplace Type: On-site Technical Assistant Job Type General Description We are seeking a motivated, highly organized and detail-oriented Technical Assistant to join our team. The ideal candidate will be responsible for accurate data entry, custodianship of received payments, deposit preparation for the bank and archiving various types of documentation while ensuring the integrity and confidentiality of the information. Essential Duties and Responsibilities + Receive and register customers’ payments and insurance commissions according to the unit’s service level agreements. + Keep detailed records of all payments received, including electronic and physical payments. Ensure that all records are organized and easily accessible for future reference and audits. + Contact insurance companies and/or agencies to gather information related to electronic payments. + Organize and digitize documents according to Popular’s Electronic Recordkeeping Guideline. + Address any inquiries related to payments, including discrepancies, missing payments and other issues. Work with customers, insurance companies and internal departments to resolve any payment-related issues promptly. + Prepare electronic and physical deposits for the bank. + Process payments for customers who come in person or call over the phone. + Refer unidentified credit notices as applicable and follow procedures to ensure payments are recorded within the established time frame. + Convert cases with many records to Excel tables and upload them through the Payment Management System Upload. + Collaborate in the implementation of application enhancements by performing testing and providing ideas for innovation or improvements to current processes. Education 60 approved credits or equivalent combination of education and experience. Experience Two years of experience in customer services, administrative work experience or related experience. Other Qualifications + Proficiency in MS office specifically in Excel. + Strong attention to detail and accuracy in work. + Effective communication skills and ability to work in a team. + Ability to handle confidential information with discretion. + Ability to communicate effectively both verbally and in writing in English and Spanish. + Ability to work under pressure and handle high volumes of data entry. + Effective time management. + Customer service skills. Region Locations Corporate Office Park, Guaynabo Values Passion for People Succeed Together Own Every Moment Build the Future Additional Requirements The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation. Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary. ABOUT US Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events. If you have a disability or need more information about requesting an accommodation, please contact us atasesorialaboral@popular.com.This email inbox is monitored for such types of requestsonly. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response. Are you ready for a rewarding career? Popular is an Equal Opportunity Employer Learn more about us at www.popular.com and keep updated with our latest job postings atwww.jobs.popular.com. Connect with us! LinkedIn (http://www.linkedin.com/company/banco-popular-de-puerto-rico) | Facebook (http://www.facebook.com/popular/) | Twitter (http://twitter.com/popular?lang=es) | Instagram (http://www.instagram.com/popular.pr?igshid=ykmhge270ti5communitybank/) If you are a California resident, pleaseclick hereto learn more about your privacy rights.
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