Operations/Collateral Analyst Seminar Outline

1. Importance of operations area

2. Functions of the operations department

  • Verifications
  • Reconciliations
  • Reviewing Agings
  • Reviewing Invoices/Shipping Documentation
  • Reviewing Remittance Reports
  • Reviewing Accounts Payable Agings
  • Reviewing Inventory Reports
  • Ineligible Calculations

3. Set up and maintenance of statistic data

4. Interfacing with support groups

5. Case Work

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