Financial Services Lead in Boca Raton, FL by Bluegreen Vacations

Date Posted: 6/14/2018

Job Snapshot

Job Description


The Financial Services Lead monitors the day-to-day operations of the Upgrades team. The Upgrades Team provides research and administrative support for owner upgrades and reload purchases, conversions, policy waivers, and management of the Upgrade Sales Force Case Management escalations/inquiries and emails.

The Lead will provide prompt reporting of all these projects, identifying production, servicing, trends, patterns; maximizing efficiencies within the division and focused on proactive servicing to owners. In addition, the Lead is responsible for the quality assurance tracking of all tasks within the Upgrades Team.


• Monitors and analyzes the activities of the Upgrades team, ensuring the volume of work produced meets service standards and exceeds quality standards. Administratively monitors both team and individual associate performance
• Informs Manager promptly and fully of issues with associate performance, progress of processes, and unusual matters of significance with suggested alternatives to ensure prompt corrective action can be completed
• Maintains daily contact with the team members to review obstacles and questions by providing guidance on how to proceed with the task at hand
• Performs administrative duties as assigned, including but not limited to the maintenance of various reports capturing year over year volume, performance benchmarks, quality assurance and turnaround time
• Monitors and audit internal/external inquiries through escalation channels to ensure prompt resolution
• Ensures that transactions, billings, and administrative tasks within the Upgrades teams follow the appropriate procedural methodologies
• Identifies and provides process improvements to gain productivity and efficiencies within the back-support processes to focus on proactive servicing
• Participates and assists with system testing for current processes and new programs
• Formulates and maintains training manuals to capture process changes and assist with future training. Assists Manager with the creation, implementation, management of incentives and recognition programs

“We are an equal opportunity employer and drug-free workplace. If offered employment, applicant must be willing to submit to a background check/drug test.”

Job Requirements

Associates’ Degree or equivalent experience
2+ years billing, processing and administrative experience. Leadership experience preferred. Sales contract processing experience a plus.
Strong MS Office skills, specifically in Excel. Experience with AS400 a plus.
Aptitude for strong customer service.

Extraordinary attention to detail with strong analytical and problem-solving skills
Strong interpersonal communication skills to work effectively with all levels of the organization
Ability to lead by example and take active ownership and accountability with projects and apply received knowledge
Ability to multi-task high priority projects with competing deadlines.
Must be motivated, reliable, resourceful and innovative.