Current jobs related to Estate Account Coordinator II - Colorado Springs, Colorado - Ent Credit Union

  • Transaction Coordinator for Real Estate

    4 weeks ago

    Pagosa Springs, Colorado, United States Sherpa Real Estate Full time

    Transaction Coordinator Job DescriptionWe are seeking a highly organized and detail-oriented Transaction Coordinator to join our Sherpa Real Estate team. As a Transaction Coordinator, you will play a critical role in ensuring the smooth execution of real estate transactions from contract to close.Key Responsibilities:Manage all administrative aspects of...

  • Senior Attorney II

    2 weeks ago

    Colorado Springs, Colorado, United States Gravis Law, PLLC Full time

    Job Title: Estates & Probate Senior Attorney IIGravis Law, PLLC is seeking a highly experienced Estates & Probate Senior Attorney II to join our team. As a key member of our legal team, you will be responsible for handling complex legal matters related to estates and probate.Key Responsibilities:Mediate and resolve disputes related to estates and...

  • Transaction Coordinator

    3 weeks ago

    Colorado Springs, Colorado, United States Pinnacle Real Estate Advisors Full time

    About the RolePinnacle Real Estate Advisors is seeking a highly skilled and detail-oriented Transaction Manager to join our dynamic team. As a key member of the Thompson Group, you will play a critical role in managing the underwriting, marketing, due diligence, and closing processes for multiple transactions simultaneously.Key ResponsibilitiesWork closely...

  • Accounts Receivable Specialist

    4 weeks ago

    Colorado Springs, Colorado, United States Real Estate Personnel Full time

    Job Title: Accounts Receivable AccountantWe are seeking a highly skilled Accounts Receivable Accountant to join our team at Real Estate Personnel. As an Accounts Receivable Accountant, you will play a vital role in managing our accounts receivable processes, ensuring timely invoicing and payment collections, and maintaining strong relationships with tenants...

  • Accounts Receivable Specialist

    1 month ago

    Colorado Springs, Colorado, United States Real Estate Personnel Full time

    Job Title: Accounts Receivable AccountantWe are seeking a highly skilled Accounts Receivable Accountant to join our team at Real Estate Personnel. As a key member of our finance department, you will play a vital role in ensuring timely invoicing and payment collections, maintaining strong relationships with tenants and stakeholders, and providing excellent...

  • Accounts Receivable Specialist

    2 weeks ago

    Colorado Springs, Colorado, United States Real Estate Personnel Full time

    Accounts Receivable Accountant Job DescriptionAt Real Estate Personnel, we are seeking a highly skilled Accounts Receivable Accountant to join our team. As a key member of our finance department, you will play a vital role in ensuring timely invoicing and payment collections, maintaining strong relationships with tenants and stakeholders, and upholding our...

  • Real Estate Paralegal

    1 week ago

    Colorado Springs, Colorado, United States Colorado Housing and Finance Authority Full time

    Job DetailsJob Location: ColoradoSalary Range: $66,000.00 - $107,000.00 SalaryDescription:Position: Real Estate Paralegal or Senior Real Estate Paralegal (Level is based on applicable experience)Division/Department: Legal Operations / Legal Risk ManagementClassification: Non-exemptNature of Position:The person in this position will assist in-house attorneys...

  • Accounts Receivable Specialist

    1 month ago

    Colorado Springs, Colorado, United States Real Estate Personnel Full time

    Job SummaryWe are seeking a highly skilled Accounts Receivable Accountant to join our team. As a key member of our financial operations team, you will be responsible for managing our accounts receivable processes, ensuring timely invoicing and payment collections, and maintaining strong relationships with tenants and stakeholders.Key...

  • Transaction Coordinator

    2 weeks ago

    Pagosa Springs, Colorado, United States Sherpa Real Estate Full time

    About the RoleWe are seeking a highly organized and detail-oriented Transaction Coordinator to join our team at Sherpa Real Estate. As a key member of our growing team, you will play a crucial role in managing the administrative aspects of transactions from contract to close.Key ResponsibilitiesOrganize and manage the flow of paperwork with agents from...

  • Renovation Specialist

    2 weeks ago

    Colorado Springs, Colorado, United States Atlas Real Estate Company Full time

    About the Role:The Renovation Specialist will be a key partner of our Turn and Maintenance team at Atlas Real Estate Company. They will be responsible for completing assigned Turns and working to complete assigned work orders from our Joint Venture and 3rd Party property management teams.Responsibilities:Promote and continuously reinforce the Atlas Culture...

  • Taxation Specialist: Estate and Trust

    2 days ago

    Colorado Springs, Colorado, United States Stockman Kast Ryan + Co. Full time

    Job Title: Tax Manager: Trust & Estate Job Summary: As a Tax Manager at Stockman Kast Ryan + Co, you will manage high-net-worth client engagements, from tax planning through review of various tax returns, and coach and supervise other tax professionals. Key Responsibilities: Prepare or review complex returns for high-net-worth clients and their personal...

  • Regional Recruiter

    1 week ago

    Colorado Springs, Colorado, United States MBK Real Estate Full time

    Job Title: Regional RecruiterAt MBK Real Estate, we are seeking a highly skilled Regional Recruiter to join our Talent Acquisition team. As a Regional Recruiter, you will be responsible for building and maintaining relationships with senior leadership and cross-functional teams to understand staffing needs and deliver strategic hiring solutions.Key...

  • Real Estate Career Accelerator

    1 week ago

    Colorado Springs, Colorado, United States KW Premier Full time

    Unlock Your Potential in Luxury Real EstateAt KW Premier, we're committed to helping ambitious individuals like you succeed in the competitive world of luxury real estate. As a Showing Agent, you'll have access to a steady stream of high-quality leads, comprehensive training, and dedicated support to help you excel.Key Responsibilities:Research and gather...

  • Account Coordinator

    2 weeks ago

    Colorado Springs, Colorado, United States EPIC Insurance Brokers & Consultants Full time

    Job Summary:We are seeking a highly organized and detail-oriented Account Coordinator to join our team at EPIC Insurance Brokers & Consultants. As an Account Coordinator, you will be responsible for providing administrative support to our claims team, ensuring timely and accurate processing of all responsibilities.Key Responsibilities:Assist with office...

  • Accounting Specialist II/III/IV

    2 weeks ago

    Colorado Springs, Colorado, United States Ent Credit Union Full time

    Job SummaryEnt Credit Union is seeking a highly skilled Accounting Specialist II/III/IV to join our team. As a key member of our accounting department, you will be responsible for various general ledger posting and reconciliation processes, third-party settlement processing, and month-end closing duties.Key ResponsibilitiesPost, analyze, and reconcile...

  • Renovation Specialist

    3 weeks ago

    Colorado Springs, Colorado, United States Atlas Real Estate Company Full time

    About the Role:The 1099 Renovation Technician will be a valued partner of our Turn and Maintenance team. They will be responsible for completing assigned Turns and working to complete assigned work orders from our Joint Venture and 3rd Party property management teams.Key Responsibilities:Promote and continuously reinforce the Atlas Culture and Values:...

  • Accountant II

    2 weeks ago

    Colorado Springs, Colorado, United States Axelon Full time

    Job Title: Cost AccountantAt Axelon, we are seeking a highly skilled Cost Accountant to join our team. As a Cost Accountant, you will play a critical role in analyzing and collecting cost information associated with labor, inventory, and organizational expenses.Key Responsibilities:Analyze and collect cost information associated with labor, inventory, and...

  • Program Control Specialist II

    2 weeks ago

    Colorado Springs, Colorado, United States LinQuest Full time

    Program Control Associate IILinQuest is seeking a highly skilled Program Control Associate II to join our team in Colorado Springs, CO. The ideal candidate will have a strong background in program control, financial analysis, and contract management.Responsibilities:Provide pricing and financial support to internal and external customersCollaborate with team...

  • Accounts Payable Coordinator

    2 weeks ago

    Colorado Springs, Colorado, United States USADA Full time

    Job OverviewUSADA is seeking a highly organized and detail-oriented Accounts Payable Coordinator to support the Accounting team with various tasks, including entering bills and invoices, assisting with travel approval, and general expense tracking and reconciliation.Key ResponsibilitiesAccurately review and enter accounts payable bills, ensuring timely...

  • Construction Manager II

    1 week ago

    Colorado Springs, Colorado, United States Clayton Homes Full time

    Job SummaryAs a Construction Manager II at Clayton Homes, you will be responsible for overseeing the construction process of residential homes. This role requires strong organizational and project management skills, as well as excellent communication and problem-solving abilities.Key Responsibilities• Assist the Focused Build Team with daily supervision...

Estate Account Coordinator II

2 months ago

Colorado Springs, Colorado, United States Ent Credit Union Full time
Job Overview

At Ent Credit Union, our mission is to enhance the financial well-being of the communities we serve. We pride ourselves on being a not-for-profit organization that prioritizes people over profits, fostering a culture where our team members can thrive and make a positive impact.

Position Summary

The Deceased Account Specialist plays a crucial role in assisting members, non-members, and Ent employees with the management and resolution of accounts. This position requires a compassionate approach to guide survivors through a comprehensive and precise process to settle accounts in a respectful and timely manner. It is essential to consider all facets of the account to mitigate risks and ensure compliance with legal obligations.

Key Responsibilities
  • Manage Notification of Death Portfolios
  • Evaluate Risks Associated with Accounts
  • Documentation Management - Incoming and Outgoing
  • Handle Calls and Email Correspondence - Incoming and Outgoing
  • Provide Call Center Support
  • Update Deceased Account Policies and Procedures
  • Adhere to the Bank Secrecy Act and Ent’s policies and procedures
Qualifications

Minimum Requirements:

  • High School Diploma or G.E.D. equivalent
  • At least 2 years of experience in member or account services within a financial institution
  • Experience in processing transactions related to deceased accounts
  • Preferred experience in inbound phone communication
  • Preferred experience in new account setups

Technical Skills:

  • In-depth knowledge of account structures
  • Strong familiarity with relevant legal documents such as Death Certificates and Trusts
  • Excellent verbal and written communication skills
  • Ability to handle financial transactions with precision
  • Basic proficiency in standard banking software applications
  • Strong organizational capabilities
  • Proficient in computer applications including Microsoft Office and various databases
  • Preferred experience with Jack Henry Symitar/Episys
Work Environment

Physical and Psychological Requirements:

  • Occasional standing and walking
  • Frequent sitting
  • Rare lifting and carrying of up to 40 lbs
  • Frequent communication and repetitive motions
Compensation

The compensation for this role is competitive and based on various factors including relevant experience and skills. This position also qualifies for a corporate bonus program based on company performance.

Ent Credit Union is an Equal Opportunity Employer, committed to fostering an inclusive environment for all employees.