Reports to: Operations Support Officer
Functions Supervised: None
Primary Functions: Administer the credit union's specialty accounts to include IRA, HSA, business, trust and fiduciary accounts.
Manage the Notary, Medallion Signature Guarantee, and Signature Validation programs. Process declaration of loss requests and replacement check orders. Coordinate and process all deceased member claims for the credit union including establishing Estate accounts. Assume increasing responsibilities as experience, tenure and training demonstrates.
Duties and Responsibilities:
Provide support and administration of special account types such as IRA, HSA, trust, business, guardian/conservator and representative payee accounts.
Administer the Notary, Medallion Guarantee, and Signature Validation programs; provide support and answer questions.
Maintain and process declaration of loss requests, returned check orders, and safe deposit box leases.
Research, collect, and process information for deceased member claims.
Coordinate and communicate with designated representatives and family members of the decedents.
Coordinate and communicate with branch staff and appropriate business units and vendors regarding deceased claims.
Establish new account relationships, Estate accounts, and Fiduciary accounts and transfer assets as required.
Reconcile assigned department general ledgers.
Perform other duties as assigned.
Education: High school graduate or equivalent.
Creditable Experience in Lieu of Education: Not applicable.
Excellent verbal and written communication skills.
General account knowledge or balancing experience. Strong organizational skills with a strict attention to detail. Ability to work independently, handle a variety of tasks, and self-proof work.
Proficient in computer skills with office software. Must be able to directly communicate with members in a compassionate and professional manner.
Tenure: Operations Specialist II, category 14, requires six months tenure in the Operations Specialist I, category 15, position and performance that meets or exceeds expectations.
Operations Specialist III, category 13, requires six months tenure in the Operations Specialist II, category 14, position and performance that meets or exceeds expectations. Senior Operations Specialist, category 12, requires six months tenure in the Operations Specialist III, category 13, position and performance that meets or exceeds expectations. Directly related work experience and/or accelerated training completion may be substituted for tenure.
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Alaskausa Mortgage Company