Research Specialist-Records

Summit Credit Union•Village of Cottage Grove, WI

5d•Hybrid

About The Position

This role is responsible for processing research requests and adjustments to member accounts, handling subpoena requests, processing mail payments and deposits, managing the Operations Support Request email, verifying deposits, handling exceptions for mobile and PTM transactions, and processing address changes and returned mail.

Requirements

High school diploma or equivalent.
Professional well developed interpersonal skills essential for interacting with credit union staff, members and vendors.
Ability to work accurately with figures and ability to perform detailed work.
Ability to operate a variety of office equipment (10-key, personal computer, Microsoft office, keyboarding at 30 words per minute).
Basic knowledge in Microsoft Office Suite.
Requires judgment to solve day-to-day problems but usually within established guidelines using a member service approach.
Basic mathematical skills required.

Responsibilities

Accurately process research requests and adjustments to member accounts, ensuring all retrieved documents are accurate and complete.
Efficiently handle request subpoenas within required timeframes, maintaining professional communications with law enforcement and government officials.
Accurately process mail payments and deposits, adhering to set daily timeframes for incoming and outgoing mail.
Monitor the Operations Support Request email, promptly forward requests to appropriate staff, and provide clear responses to helpline calls.
Complete verification of deposits received in Operations Support with precision and attention to detail.
Handle exceptions for mobile and PTM transactions efficiently, ensuring all discrepancies are resolved.
Process various address changes and returned mail promptly and accurately, ensuring changes are made in the core system and other relevant systems.