We are looking for a detail-oriented Sr. Data Entry Clerk to support submission processing activities within a fast-moving financial services environment in Bethesda, Maryland. This Long-term Contract position focuses on maintaining accurate records, coordinating communication with internal partners and external companies, and ensuring timely updates across key tracking systems. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple priorities while keeping data quality and turnaround times at a high standard.
Responsibilities:
- Maintain precise records of where submissions are sent so tracking information remains current and reliable.
- Share decline and incomplete file notifications from partner companies with the appropriate business associates in a timely manner.
- Enter and update declined submissions in Salesforce Marble or other designated systems with a high level of accuracy.
- Log quote activity, including partner offers, into Salesforce Marble or any future platform used by the team.
- Review partner quote details, organize the information clearly, and distribute updates to business associates for follow-up.
- Collect stipulation requests from external partners and communicate those requirements to the appropriate internal contacts.
- Forward or upload supplemental documentation to partner companies to help move submissions through the process.
- Confirm status updates in Marble and related systems to support accurate pipeline visibility for business associates.
- Proven experience in data entry with strong speed and accuracy, including numeric and computer-based entry tasks.
- Advanced working knowledge of Microsoft Outlook and Microsoft Excel in a detail-focused setting.
- Strong analytical thinking skills with the ability to evaluate information and make fact-based decisions.
- Clear and effective communication skills, both in individual conversations and small group settings.
- Ability to balance competing priorities, respond to changing deadlines, and work effectively in a fast-paced environment.
- Experience using Salesforce is preferred.
- Prior exposure to financial services or a related regulated industry is preferred.
- Demonstrated problem-solving ability and a process-focused mindset aimed at improving operational efficiency.