Trellis Financial is hiring Producer Services Specialists—the front line of our producer experience and a critical part... Trellis again and again. This is a service-oriented role at its core, requiring strong product knowledge, a commitment...
Trellis Financial is hiring Producer Services Specialists—the front line of our producer experience and a critical part... Trellis again and again. This is a service-oriented role at its core, requiring strong product knowledge, a commitment...
operational link between inbound mail and the Trellis Admin System (TAS). You will handle the daily intake, scanning... area, working in dual control with the Correspondence Coordinator Scan documents at production quality, apply Trellis...
, and post the deposit confirmation back to the Trellis Admin System (TAS) Prepare and meter all Trellis outbound mail through... QUALIFICATIONS — PREFERRED Prior experience in annuity, life insurance, or retirement plan operations Familiarity...