Account & Payment Specialist - Part Time

CASE Credit Union•Okemos, MI

just now

About The Position

The Account & Payment Specialist Part Time role will work 20-25 hours per week. POSITION PURPOSE Responsible for processing and maintaining all IRA, Trusts, Power of Attorney, Personal Representative and Decedent accounts. This position will also assist in processing of various payments on behalf of members such as wire transfers, ACH, remote deposits, etc.

Requirements

High school graduate or equivalent, and pursuing business related or management coursework. Work experience will be taken into consideration.
Knowledge of financial institution services, products, and policies.
Understanding of related legal and regulatory requirements.
Familiarity with Branch functions, policies, and procedures.
Ability to speak and write effectively.
Well organized and able to handle multiple projects.
Ability to operate related computer applications and related business equipment.
Effective problem solving skills.
Attention to detail.
Ability to maintain an effective and efficient work flow.

Nice To Haves

Familiar with a variety of concepts in the IRA, Trust, exception accounts, and payment processing fields.

Responsibilities

Acts as an Administrator for exception accounts.
Completes reports on a monthly and annual basis.
Reviews all IRA related tax forms for accuracy and compliance.
Approves transmission to the IRS after verification.
Researches all disputed IRA transactions.
Posts adjustments to member’s accounts or explains transaction postings to members.
Prepares any adjusting tax form submission, as needed
Assists with opening process and maintaining of exception accounts such as Trusts, Power of Attorneys, and Personal Representatives, when needed.
Adhere to CASE Credit Union policies and procedures regarding exception accounts.
Understands compliance with applicable statutes and regulations and participates in related trainings.
Process various member payment transactions such as wire transfer, ACH, mail payments, and remote deposits in conjunction with the accounting department.