Top 12 Senior correspondence coordinator Jobs in Charlotte, Nc

Senior Correspondence Coordinator
Trellis Insurance Solutions LLC —Charlotte, NC
- $50,000 - $62,000 a year
- Part-time
- Background check
- Ability to walk for extended periods
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Correspondence Coordinator
Trellis Insurance Solutions LLC —Charlotte, NC
- $45,000 - $52,000 a year
- Part-time
- Background check
- Ability to walk for extended periods
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Administrative Coordinator
HDR —Charlotte, NC
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Senior Coordinator, People
BROAD RIVER RETAIL —Fort Mill, SC
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Opportunities for advancement
Quick Apply
Training & CLE Coordinator
Troutman Pepper Locke —Charlotte, NC
- $60,000 - $90,000 a year
- Full-time
- Mid-level
- Administrative experience
- Bachelor's degree
5d
Director of Health and Wellness
TerraBella Little Avenue —Charlotte, NC
- $80,000 - $90,000 a year
- Background check
- Nursing
- RN License
- Paid training
- Paid holidays
Quick Apply
Director of Health and Wellness
TerraBella Rock Hill —Rock Hill, SC
- $75,000 - $85,000 a year
- Background check
- Nursing
- RN License
- Paid training
- Paid holidays
Quick Apply
Account Analyst - Private Equity
Lockton, Inc. —Charlotte, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Wellness program
- Health insurance
3d
Customer Service Baking Manager
DonutNV Orlando, Florida —Charlotte, NC
- $37,500 - $42,500 a year
- Weekends as needed
- Spanish
- Inventory management
- English
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Production Coordinator - 2nd Shift (Stamping)
JEFFERSON INDUSTRIES CORPORATION —West Jefferson, OH
Verify that all tools are in place for Team Leader and Operator to complete parts checks (mics are not broken, GO/NO GO gauges are available, all pins are in…
Quick Apply
Production Coordinator - 2nd Shift (Hot Stamping)
JEFFERSON INDUSTRIES CORPORATION —West Jefferson, OH
For own and team's performance and job assignments. Develop our Team’s capability to deliver JIC’s key objectives to all our customers and.

I want to receive the latest job alert for senior correspondence coordinator in charlotte, nc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior correspondence coordinator jobs near charlotte, nc

Senior Administrative Coordinator jobs in Charlotte, NC

Customer Service Manager jobs in Charlotte, NC

Training Coordinator jobs in Charlotte, NC

Private Equity Associate jobs in Charlotte, NC

Senior Coordinator jobs in Lexington, KY

Senior Mechanical Engineer jobs in Houston, TX

Hr Coordinator jobs in Philadelphia, PA

Senior Coordinator jobs in Kennesaw, GA

Senior Coordinator jobs in Tulsa, OK

Senior Living jobs in Vacaville, CA

Senior Living jobs in San Jose, CA

Senior Administrative Coordinator jobs in Louisville, KY

Remote Administrative jobs in Houston, TX

Senior Administrative Coordinator jobs in Boston, MA

Senior Administrative Coordinator jobs in Newark, NJ

Administrative Assistant jobs in Rockford, IL

Senior Administrative Coordinator jobs in Canton, MA

School Operations Manager jobs in New York, NY

Customer Service Manager jobs in Nampa, ID

Customer Services Remote jobs in Rochester, NY

Senior Correspondence Coordinator

Trellis Insurance Solutions LLC
Charlotte, NC

Quick Apply

Job Details

Part-time
$50,000 - $62,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Life insurance
Retirement plan

Qualifications

Office supply management
Vendor relationship building
Process flow diagrams
Process design
Stock control methods
Scanning
Supplier relationship improvement
Taxonomy
High school diploma or GED
Process mapping
Process modeling
User acceptance testing
Vendor relationship management
Logistics vendor relationship management
Image quality checks
Document imaging
Productivity software
Business process modeling

Full Job Description

POSITION SUMMARY

The Senior Correspondence Coordinator is the senior partner in our two-person mailroom and the operational link between inbound mail and the Trellis Admin System (TAS). You will handle the daily intake, scanning, classification, and routing of all correspondence, and you’ll own three areas beyond day-to-day processing:

Mailroom inventory and supplies
Vendor relationships (Quadient, USPS, FedEx, UPS)
The workflow that connects scanned documents to the right TAS queue. This is a role of real financial trust — you’ll work in dual control with the Correspondence Coordinator on every check that comes through the door.

CORE RESPONSIBILITIES

Open, log, and route all inbound mail in the secure mailroom area, working in dual control with the Correspondence Coordinator
Scan documents at production quality, apply Trellis naming conventions, and route each item to the right TAS queue using the inbound mail taxonomy (i.e., New Business, Service Request, 1035, Complaint, Legal, Payment)
Endorse and stamp checks per Trellis check-handling standards; transfer all originals to the Correspondence Coordinator for storage and deposit prep before end of day
Run end-of-day reconciliation jointly with the Correspondence Coordinator and resolve any variance same-day; escalate legal files, regulatory mail, complaints, or unidentified payments immediately
Own the inventory program for mailroom supplies, scanning consumables, postage, and bonded check stock
Manage the day-to-day relationship with mailroom vendors (Quadient, USPS, FedEx, UPS, scanner service)
Own the mailroom-to-TAS workflow: classification taxonomy, routing rules, and naming standards; lead UAT for any change that affects mailroom workflows; cross-train and mentor the Correspondence Coordinator
Maintain scanner equipment, complete required compliance training, and protect the confidentiality of every piece of policyholder information that passes through the mailroom

Requirements

QUALIFICATIONS — REQUIRED

3+ years in a financial services mailroom, document processing center, bank operations, or insurance company environment, with progression into work involving inventory, vendors, or workflow design
Hands-on experience operating production document scanners, with a strong eye for image quality

Comfort owning operational inventory or supply controls in a regulated environment
Experience as the day-to-day point of contact for vendors, equipment service providers, or document/print partners
Comfort documenting workflows (process maps, decision trees, classification taxonomies) and participating in UAT or system design discussions
High school diploma or GED, proficiency in Microsoft Office, and ability to learn web-based platforms
Must pass a background check including criminal and financial screening

QUALIFICATIONS — PREFERRED

Prior experience in annuity, life insurance, or retirement plan operations

Familiarity with remote deposit capture (RDC), document management systems (DocuWare, PaperVision, Laserfiche, ImageRight), or USPS bulk mail workflows
Working knowledge of Quadient, postage meter systems, or comparable mail-processing platforms

PHYSICAL REQUIREMENTS

Ability to sit, stand, and walk for extended periods during processing shifts
Ability to lift and carry mail trays and boxes up to 30 pounds
Manual dexterity required for sorting, scanning, and operating office equipment
Ability to read fine print on checks, correspondence, and system screens

Benefits

At Trellis Financial, we strongly believe that our greatest asset is our team, and that operational excellence is the foundation of our continued success. To demonstrate our commitment to the well-being and satisfaction of our employees, we proudly offer a comprehensive and highly competitive benefits package. This exceptional package is designed not only to meet but to exceed industry standards, ensuring that even our part-time employees, who work 30 hours per week, receive valuable support and resources that contribute to their professional growth and personal well-being. As such, you will receive:

Fully employer-paid medical, dental, and vision coverage for the employee — the same coverage offered to full-time employees for part-time employees who work at least 30 hours per week, with no monthly premium deduction from your paycheck
Predictable schedule — Monday through Friday, 10:00 AM – 4:00 PM EST, with two paid 15-minute breaks and a 30-minute paid lunch
Discretionary spot bonuses awarded based on performance and contribution
Discretionary paid time off — work with your manager to take the time you need
Company-observed holidays

Specific benefit details, including coverage levels and eligibility, are described in your offer letter.

ABOUT US

At Trellis Financial, we're on a mission to change how Americans plan for retirement.

We're an annuity company built to deliver simple, competitive products through independent distribution channels. We have the fundamentals every annuity company needs (regulatory footing, capital, and decades of experience) without any of the traditional constraints. Our proprietary technology stack allows us to modernize how an annuity company operates and pursue opportunities beyond traditional retirement products.

We're hiring problem solvers and builders who thrive in a high-stakes, regulated environment. Every role at Trellis is a skill position, and every employee gets to watch their work impact policyholders, agents, and the industry in real time. If that sounds like a company you'd want to join, we'd like to hear from you.

Quick Apply

Refine Your Search

senior correspondence coordinator jobs in charlotte, nc

Senior Correspondence Coordinator

Correspondence Coordinator

Senior Administrative Coordinator

Senior Coordinator, People

Training & CLE Coordinator

Director of Health and Wellness

Director of Health and Wellness

Account Analyst - Private Equity

Customer Service Baking Manager

Explore jobs in cities nearby

I want to receive the latest job alert for senior correspondence coordinator in charlotte, nc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected