This is an in-office position in Tigard, OR The Audit Support is responsible to answer all customer and carrier...
, accidents, and audit findings, through detailed and timely reporting. Conduct operational audits and complete assigned Asset... Protection tasks as directed. Partner closely with store teams to promote a safe environment and support a culture of excellent...
, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch... that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts...
team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely... with preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals...