Account Operations Specialist Sr

We need to output HTML fragment with sections: About the role? The posting includes description: "The Senior Account Operations Specialist is responsible for processing complex back-office functions related to new accounts, account maintenance and provides enhanced customer support. The role ensures compliance and supports the training and development of team members. Additionally, the Senior Specialist will assist in mentoring and training associates under the supervision of management." That's about the role. Then "Key Responsibilities And Duties" list. Then "Educational Requirements". Then "Minimum Qualifications". Then "Preferred Qualifications". Then "Role Specific Work Experience". Then "Physical Requirements". Then "Career Level". Then maybe "Pay" (they have "$25 - $33" after Career Level line). Also "Schedule"? Not present. Benefits: they list benefits after "Total Rewards package". So we need Benefits section. We must not repeat job title as heading. No Job ID. Remove boilerplate: "Posting end date: 9/26/2026" maybe considered metadata; we can fold into short p or drop. Probably drop as minor metadata. We must not include sections with filler like "commensurate with experience". Benefits: they list actual benefits: Medical, dental, vision & HSA/FSA, 401(k) savings, Paid holidays & generous PTO, Additional wellness & voluntary benefits, Additional Company-provided Benefit Options (subject To Plan Terms) Tuition reimbursement, Commuter Benefits, Life and Disability Insurance. So we can include Benefits section with ul. Pay: "$25 - $33". That's a range. So we can include Pay section with p. Schedule: not present, so omit. Career Level: "Career Level 4IC". That's maybe a heading? Could be part of About? Might be its own section? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Career Level not in list; maybe we can incorporate into About or drop as minor metadata. Probably drop. Physical Requirements: "Physical Requirements: Sedentary Work". That's a specific content; we could include a section? Not in list but could be under Requirements? Might be its own section? The instruction says use those headings only; but we can also create other headings if needed? It says "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies those are the allowed headings; we should stick to those. So we need to map content to those sections. Thus we need sections: About the role, Responsibilities, Requirements (maybe educational?), Qualifications (maybe minimum/preferred?), Skills, Benefits, Pay, Schedule (if present). We have no Schedule. We need to preserve all substantive info. Let's decide: - About the role: paragraph describing role. - Responsibilities: ul of duties from "Key Responsibilities And Duties". - Requirements: maybe combine Educational Requirements and Physical Requirements? But Physical Requirements is not in list; maybe we can put under Requirements as a bullet? Or we could create a separate section "Requirements" for educational and physical. - Qualifications: maybe Minimum Qualifications and Preferred Qualifications combined? Could be under Qualifications. - Skills: maybe we can extract skills from qualifications: Strong analytical, problem-solving, research skills, proficiency in Microsoft 365, ability to manage multiple priorities, etc. Could be a Skills section. - Benefits: ul. - Pay: p with "$25 - $33". We must not invent or summarize away detail. Must preserve all substantive info. So we need to include all details from the posting. Let's extract details: About the role paragraph: "The Senior Account Operations Specialist is responsible for processing complex back-office functions related to new accounts, account maintenance and provides enhanced customer support. The role ensures compliance and supports the training and development of team members. Additionally, the Senior Specialist will assist in mentoring and training associates under the supervision of management." Responsibilities list (from "Key Responsibilities And Duties"): - Assists in new account processing for Insured Cash Sweep (ICS), Certificate of Deposit Account Registry Service (CDAR), compromised, and employee accounts. - Performs other duties as assigned. - Processes account and customer level maintenance requests, such as name and account title changes, beneficiary, address and statement updates. - Assists with complex customer support tasks, including check orders, verifications and alerts, debit card and visa check card requests, and limit increases. - Performs advanced account research and handle escalated customer inquiries. - Monitors compliance with regulatory requirements and banking policies. - Identifies areas for process improvement and assists in implementation of strategies to enhance operational efficiency. - Provides training, mentoring, and support to team members. - Assist with overseeing the day-to-day operations, including daily report review, and performing quality oversight of completed tasks. - Responsible for user acceptance testing (UAT), audit responses, and transformational initiatives. Note: there is a typo "verfications" but we keep as is? Should we preserve exactly? Probably keep as given. Educational Requirements: "Vocational and/or Technical Education Preferred" Minimum Qualifications: - 3+ years of banking, financial services, or operations experience. - Knowledge of consumer account operations, risk, controls, and quality standards. - Strong analytical, problem-solving, and research skills with the ability to resolve issues independently. - Proficiency in Microsoft 365 and the ability to manage multiple priorities in a fast-paced environment. Preferred Qualifications: - 5+ years of banking operations experience, preferably within Deposit, Consumer, or Account Operations. - Experience serving as a subject matter expert (SME), team lead, or mentor. - Experience with audit support, quality control, operational risk, reconciliations, or data integrity reviews. - Experience supporting training, documentation, UAT testing, or process improvement initiatives. Role Specific Work Experience: "3+ Years Required; 5+ Years Preferred" (maybe duplicate of above). We'll include as part of Qualifications. Physical Requirements: "Physical Requirements: Sedentary Work" Career Level: "Career Level 4IC $25 - $33 , EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers" We need to extract company description maybe for About the role? Could be part of About the role? But we already have About the role paragraph. The company description could be extra but maybe we can include in About the role as additional paragraph? The instruction: preserve ALL substantive information. So we should include company description somewhere. Could be part of About the role or a separate section like "About the Company". But not in allowed headings. Could fold into About the role as additional paragraph. Benefits: list: - Medical, dental, vision & HSA/FSA - 401(k) savings - Paid holidays & generous PTO - Additional wellness & voluntary benefits - Additional Company-provided Benefit Options (subject To Plan Terms) - Tuition reimbursement - Commuter Benefits - Life and Disability Insurance We need to preserve all. Pay: "$25 - $33". Also maybe note that it's hourly? Not specified. We'll just put that. Schedule: none. We must not include boilerplate like "Posting end date: 9/26/2026", "VEVRAA Federal Contractor Member FDIC Notice to Job Seekers", "EEO/equal-opportunity/scam-warning". Remove those. We also need to remove duplicated lines. Now construct HTML. We'll have:

About the role

The Senior Account Operations Specialist is responsible for processing complex back-office functions related to new accounts, account maintenance and provides enhanced customer support. The role ensures compliance and supports the training and development of team members. Additionally, the Senior Specialist will assist in mentoring and training associates under the supervision of management. EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

Responsibilities

• Assists in new account processing for Insured Cash Sweep (ICS), Certificate of Deposit Account Registry Service (CDAR), compromised, and employee accounts.
• Performs other duties as assigned.
• Processes account and customer level maintenance requests, such as name and account title changes, beneficiary, address and statement updates.
• Assists with complex customer support tasks, including check orders, verfications and alerts, debit card and visa check card requests, and limit increases.
• Performs advanced account research and handle escalated customer inquiries.
• Monitors compliance with regulatory requirements and banking policies.
• Identifies areas for process improvement and assists in implementation of strategies to enhance operational efficiency.
• Provides training, mentoring, and support to team members.
• Assist with overseeing the day-to-day operations, including daily report review, and performing quality oversight of completed tasks.
• Responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.

Requirements

• Vocational and/or Technical Education Preferred
• Physical Requirements: Sedentary Work

Qualifications

• Minimum Qualifications:
  • 3+ years of banking, financial services, or operations experience.
  • Knowledge of consumer account operations, risk, controls, and quality standards.
  • Strong analytical, problem-solving, and research skills with the ability to resolve issues independently.
  • Proficiency in Microsoft 365 and the ability to manage multiple priorities in a fast-paced environment.
• Preferred Qualifications:
  • 5+ years of banking operations experience, preferably within Deposit, Consumer, or Account Operations.
  • Experience serving as a subject matter expert (SME), team lead, or mentor.
  • Experience with audit support, quality control, operational risk, reconciliations, or data integrity reviews.
  • Experience supporting training, documentation, UAT testing, or process improvement initiatives.
• Role Specific Work Experience: 3+ Years Required; 5+ Years Preferred

Maybe we need a Skills section: we could extract skills from qualifications: Strong analytical, problem-solving, research skills; proficiency in Microsoft 365; ability to manage multiple priorities; etc. But we already have them in Qualifications. The instruction says prefer a few substantive sections over many thin ones. So we could keep Qualifications and not separate Skills. Benefits:

Benefits

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits
• Additional Company-provided Benefit Options (subject To Plan Terms)
  • Tuition reimbursement
  • Commuter Benefits
  • Life and Disability Insurance