Correspondence Team Leader
Performant Financial Corporation - Livermore, CA

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The position of Team Leader requires strong management of the workload to ensure accurate & timely processing of all correspondence, to meet or exceed the deadlines as dictated by department management, company and regulatory compliance requirements.
• Leadership by example; ensure staff are adhering to department & company policies, elevate any concerns to department management for review
• Review employee requests & forward to department management for approval
• Manage workflow and staffing needs to ensure contractual compliance with, and efficient, accurate processing of all correspondence functions all portfolios as assigned
• Prepare & submit monthly and quarterly totals of team production to department management
• Prepare & submit by deadlines all monthly reporting as required for individual client(s)
• Prepare, update, maintain, company work instructions and desktop level procedural work instructions. Submit as needed/requested and/or quarterly for review & obtain approvals by department management for publication
• Ensure consistent & continual cross training of all team members to provide depth of knowledge for each task
• Provide recommendations to department management on workflow and process improvements towards efficiency, accuracy and streamlining whenever possible
• Provide timely & professional responses to questions, complaints, errors, and clarifications needed by team members, recovery/production department, compliance department, administrative & Customer Service staff and all management as needed
• Create & apply proper training practices within training program for existing & new employees
• Train and develop new team members, follow training record requirements and provide ongoing coaching, training and updates as needed or required
• Complete accurately & efficiently any and all tasks as assigned by department management
• Perform other incidental and related duties as required and assigned
Required Skills and Knowledge:
• Demonstrated experience in training employees and assessing skill levels
• High level of ability to multi-task in handling multiple projects & supervision of team
• Intermediate or Advanced MS Excel & Work skills Problem solver
• Able to work efficiently independently
• Strong communication in both verbal & written business language skills
• Responsible, dependable, conscientious, detail oriented and able to make decisions & know when to escalate to department management
Physical Requirements:
• Sit/stand/walk 8-12 hr/day
• Lift/carry/push/pull under and over 10 lbs occasionally
• Keying frequently, handling, reaching, fine manipulation
Education and Experience:
• 3-5+ years in a supervisory or lead role and supervision of 4 or more employees within an office/administration/support environment
• High School Diploma or equivalent
• AA/AS preferred
Performant Financial Corporation is an Equal Opportunity Employer.
Performant Financial Corporation is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, age, religion, gender, gender identity, sexual orientation, pregnancy, age, physical or mental disability, genetic characteristics, medical condition, marital status, citizenship status, military service status, political belief status, or any other consideration made unlawful by law.
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