Sr Spec, Member Operations

BCU•Vernon Hills, IL

1d•Hybrid

About The Position

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth. Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU Watch this video to learn more about life at BCU!

Requirements

Minimum of 5 years general business experience with a minimum of 3 years of operational experience in the financial industry.
Meticulous attention to detail, conscientious, concise and accurate
Highly motivated, able to prioritize work and perform well in a high-volume environment.
Excellent written and oral communication skills.
Results oriented and ability to manage multiple initiatives simultaneously.
Sensitivity to confidential information is required.

Nice To Haves

Bachelor’s Degree or equivalent in business or related field preferred.

Responsibilities

Review submitted legal documentation to interpret requirements, determine eligibility, and assess BCU’s ability to support provisions in compliance with internal policies and legal standards.
Open and maintain Trust and Specialty accounts, including Power of Attorney (POA), Representative Payee, Court-Ordered Accounts, UTMA, and Trust Accounts.
Process approved accounts within the new member platform, applying manual modifications as needed based on documentation.
Ensure collection and retention of all required documentation in accordance with BCU’s retention policy.
Review deceased member accounts, identify required documentation, and send follow-up requests to notifying parties.
Communicate professionally with members by sending follow-up requests for additional documentation and providing written updates on account status and next steps.
Clarify documentation requirements and account procedures for members as needed.
Provide support for new account and account maintenance inquiries related to Specialty account types, and deceased accounts, and offer guidance on setup, documentation, and policy alignment.
Collaborate with internal representatives to resolve account-related issues.
Follow up on submitted requests to ensure timely processing and resolution.
Recommend and implement process improvements to enhance efficiency and member experience.
Manage departmental escalations effectively.
Conduct regular quality assurance reviews in collaboration with management, communicate results, and ensure adherence to policy and procedure.
Provide support to the Member Operations department as needed via phone queue, Teams chats and email.
Present business updates to management as scheduled.
Resolve complex issues independently with minimal supervision.
Support additional functions and responsibilities as directed.