\*Contact potential accounts ie, builders, contractors, realtors, interior designers, property managers, restoration companies, insurance adjusters, carpet

3+ years of experience in finance services analyzing and/or overseeing teams for transactions, reconciliations and risk mitigation.*.

Eligible to take or has successfully completed the NBCOT entry-level certification examination for occupational therapists.

Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls.

Collaborates across functional areas to implement needed improvements (tools, equipment, procedures, forms, training materials, etc.).