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Investment Processing Specialist


phoenix, Arizona


Investment Processing Specialist Job Opening in phoenix, Arizona - Investment Processing Specialist Fast growing retirement plan administration company seeks an organized, self-motivated, process driven investment processing professional. Thorough, accurate, and able to proficiently orchestrate a high volume of transaction paperwork to meet deadlines, the ideal candidate brings a minimum of two years experience in title company escrow with an emphasis in real estate vesting, deeds, and HUD 1s. The Investment Processing Specialist (IPS) must have solid interpersonal and relationship building skills both internally and externally with proven expertise in delivering exceptional client service. Displaying a willingness to work effectively and productively in a team environment, the IPS is coachable and knowledge-hungry. Responsible for initiating investment checklists, reviewing documents, following up on missing documents required prior to funding, and maintaining various investment logs, the IPS works alongside the IRA Transaction Specialist to ensure document quality control and timely packaging. Please send a cover letter, current resume, and three business references to . ONLY COMPLETE APPLICATIONS WILL BE CONSIDERED. No phone calls please. phoenix az arizona

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