SBS Wholesale Implementation Resource Coordinator I

Reviews complete sales orders - including forms, codes, required data, and approvals - ensuring they meet requirements for order entry and roll call.
Ensures that client balances are up to-to-date and performs calculations to check for accuracy if balances are submitted at time of sale.
Note discrepancies on client folders for the Back Office Analysts or QCs.

Reviews complete sales orders - including forms, codes, required data, and approvals - ensuring they meet requirements for order entry and roll call.
Ensures that client balances are up to-to-date and performs calculations to check for accuracy if balances are submitted at time of sale.
Note discrepancies on client folders for the Back Office Analysts or QCs.

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