Research and Administration Account Specialist

FORUM Credit Union•Fishers, IN

11h

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 research, account documentation, legal requests, specialty accounts, audit preparation, and administrative processing to help ensure accurate and efficient service. It is suited to someone who is detail-oriented, organized, accountable, service-focused, and able to manage multiple responsibilities while meeting deadlines.

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 when 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 areas.
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.