Specialist File Setup

JOB TITLE:

DEPARTMENT: File Set Up

PRIMARY FUNCTION:

Accurate and timely creation of customer files in the ATLAS System. Creating customer profiles in ATLAS to support relocation requests from our clients. Using internal tools to make appropriate decisions to drive client, contract, division, currency, move type, policy, products etc. in the main Cartus application, ATLAS. These decisions drive workflow, billing, service delivery, and financial drivers for Cartus.

This team member will also manage updates to customer files and stuck customer resolutions.

MAJOR DUTIES AND RESPONSIBILITIES:

• Timely and accurate input of customer data in Atlas system.
• Understand key financial controls and the Contract and policy setup to support customer file creation.
• Stop (Stick) customer files when not all required information provided or key decisions cannot be made. Also, manage and escalate authorizations where a US Sanctioned country is involved.
• Manage update requests to customer files.
• Identification and communication of potential gaps in coding matrices to leadership.
• Aide in training of new hires and/or temps.
• Assist with new system rollouts and testing.
• Assists with data integrity reports and projects.
• Manage to sensitive and confidential information provided by our clients.
• Perform OFAC checks on customers when required.
• Other projects and tasks as required by management.

DIMENSIONS:

• Attention to Detail
• Ability to meet productivity goals, while maintaining accuracy
• Strong Analytical Skills/Critical Thinking
• Accuracy/Quality of Work
• Excellent Verbal and Written Skills
• Teamwork
• Flexibility
• Organizational Skills
• Ability to Multi Task

QUALIFICATIONS:

• Strong Typing Skills
• Produce volume of work with accuracy
• Proficient in Microsoft Word and Excel
• Ability to reference multiple documents and make key decisions and identify conflicting information
• Demonstrated ability to handle sensitive/confidential materials
• Demonstrated ability to take initiative
• College degree or equivalent work experiences preferred