Research and Administration Account Specialist

Forum Credit Union•Fishers, IN

About The Position

The Research and Administration Account Specialist provides behind-the-scenes support for member accounts and internal teams at FORUM Credit Union. The role handles account research and documentation, prepares audits, processes legal and specialty-account requests, and helps ensure accurate and efficient service. It also supports other departments and branches with account-related questions and requests.

Requirements

High school diploma or equivalent.
One to three years of similar or related experience.
Strong attention to detail and commitment to accurate, thorough work.
Ability to research information, review documentation, and follow established guidelines.
Service-focused approach and commitment to supporting members and internal teams.
Effective communication and ability to build positive, respectful relationships.
Organization, dependability, accountability, and ability to manage multiple responsibilities and meet deadlines.

Responsibilities

Create and prepare audit reports for memberships, share certificates of deposit, business accounts, file maintenance, address changes, bankruptcies, and other matters.
Provide administrative support for court holds, tax levies, and garnishments.
Assist with specialty member accounts, including death claims, trusts, guardianships, representative payee accounts, powers of attorney, payable-on-death documentation, and other account needs.
Assist departments and branches with account-related questions and issues.
Review and code daily return mail according to established guidelines.
Assist with verification of deposit and Social Security verification requests.
Process incoming faxes and Activity Manager requests.
Perform Nautilus validation as needed to support the IT Department.