Compliance Services Specialist I

Posted 9 Days Ago
Be an Early Applicant
Schaumburg, IL, USA
In-Office
38K-53K Annually
Junior
Fintech • Software • Financial Services
The Role
Process and route incoming compliance mail, manage registration renewals and plate cancellations, prepare and send driver notification letters, handle returned mail, match registrations to preprinted letters, maintain Salesforce case communications, and produce daily reports to meet KPI/SLA targets. Support mailroom operations and cross-team reassignment as needed.
Summary Generated by Built In
Job Description:

JOB OVERVIEW
The Compliance Services Specialist I is responsible all incoming compliance mail routing, processing of mail, sending out trackable mail, processing returned mail, processing plate cancellations, matching all registrations to letters, researching no letter situations in order to keep the compliance department on track for monthly and weekly KPI and SLA metrics. The specialist will be well-versed and able to operate within external and internal systems and technologies to manage processing and communication. The specialist will adhere to detailed methods of processing mail to ensure fleet vehicles are on the road legally with the proper license and registration. Individuals in this role will be assigned to the mailroom and understand the role includes flexibility to be reassigned to another team to suit the business needs to optimize customer satisfaction.
KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

  • REGISTRATION RENEWALS: Mailroom Specialist
    • Process renewal mail registrations and plates using the appropriate resources
    • Organizing and sending all driver notification letters to the main mailroom to stuff and seal for USPS delivery
    • Receive and sort all mail into appropriate groups and mailboxes; i.e.. returned mail, requirements, initial registration, state change, or registrations, etc.
    • match all registrations and plates to letters that are preprinted by state, Stuff into envelopes and send via USPS
    • Determine trackable needs for registrations based on expiration date, and clients needs and wants.
    • Plate cancellation and plate send back to states processes
    • Sales Force cases for client and Account Manager communications
    • Daily Reporting

LEADERSHIP RESPONSIBILITIES

  • This position has no leadership responsibility

COMPETENCIES - SKILLS

  • Ability to speak and write clearly, confidently and succinctly in communications with dealers, tag agencies, government agencies, and clients.
  • Strong customer service skills, with the ability to interact internal/external customers with diplomacy and tact.
  • Multi-task in a fast-paced environment, while demonstrating ability to effectively prioritize tasks and maintain a high level of organization.
  • High attention to detail to ensure accuracy and ability to audit invoicing.
  • Demonstrate excellent follow up and problem-solving skills.
  • Complete basic math functions to calculate complex tax documents.
  • Experienced with Microsoft Windows and the various software it offers. (Visio, Word, Excel, Office, Etc.)
  • Proficient with web-based systems and databases and knowledgeable with navigating the internet.
  • Must be self-motivated, work well in a team environment, and demonstrate leadership qualities.

EDUCATION AND EXPERIENCE

  • High school diploma or GED required
  • 2 years of previous office or customer service experience
  • Use of Sales Force request management system to engage and respond to client / driver requests.

CORE VALUES

At Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

  • Integrity – Always act with integrity and honesty.
  • One Team – Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.
  • Innovation – Drive continuous improvement, spark creativity and embrace next generation thinking.
  • Customer Success – Ensure that customer and driver success is at the heart of everything we do.

CULTURAL ATTRIBUTES

At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

  • Discipline Drives Quality – Plan the Trip: Think proactively, hold a high bar, follow through by leveraging experience and systems. To produce quality outcomes, we must be intentional and deliberate in everything we do, from big bets to daily execution.
  • Intellectually Curious – Fuel Your Minds: Be bold, challenge assumptions, think differently, look outside the box. Strive to unlock your own thinking and create new possibilities.
  • Commit and Deliver – Own It: Take responsibility for your work, from start to finish, and be accountable for the results. Think and act like an owner of the business.
  • Relationships Matter – Share the Ride: Trust is central, both with key internal and external stakeholders. Relationships are not a side effect of work but a driver of success.

JOB SPECIFICATIONS, PHYSICAL DEMANDS AND WORK ENVIRONMENT
Work Environment: This position is Hybrid, located in Georgia or Illinois and operates in a professional office environment.
Position Type/Standard Schedule: This is a full-time position, Monday through Friday.
Travel: Travel is not required for this role.
Physical Demands: Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachments.
DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Benefits

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.

Pay Range:

$37,500-$52,500

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

EEO Statement
 
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.

Skills Required

  • High school diploma or GED
  • Minimum 2 years office or customer service experience
  • Experience using Salesforce request management system
  • Experience with Microsoft Windows and Microsoft Office suite (Visio, Word, Excel)
  • Proficient with web-based systems and databases and internet navigation
  • Strong written and verbal communication skills
  • High attention to detail and ability to audit invoicing
  • Ability to multi-task, prioritize, and work in a fast-paced environment
  • Ability to perform basic math functions for tax/document calculations
  • Self-motivated and able to work well in a team
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The Company
HQ: Des Plaines, IL
1,502 Employees

What We Do

Wheels is the power of Wheels, Donlen, and LeasePlan USA coming together as one team – all united with a passionate commitment to customer service. As one of the largest fleet management companies in North America, Wheels features a portfolio of 800,000 vehicles under management across the continent, a global alliance in 59 countries, and a client base that consists of some of the best-known businesses in the world. No matter the industry type or business size, we’re proud to work across sales and service fleets, trucks and equipment, and last mile delivery to ensure we power your potential. Your success is our success. Together let’s go far.

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