Support a book of business by validating, transforming, and reconciling data, managing daily processing and file audits, generating reporting outputs for outreach, creating file configuration specs, resolving discrepancies with stakeholders, and driving process improvements to ensure regulatory compliance and operational efficiency.

Partner with U100 sales to drive small-business growth by delivering analysis, reports, dashboards, and strategic sales support. Recommend process improvements, correct operational errors, lead projects, train sales on platforms, and support renewals and financial/contract evaluations.