Account Settlement Specialist

3 weeks ago


Miami, United States Educational Federal Credit Union Full time
Job Summary:

As an Account Settlement Specialist at Educational Federal Credit Union, you will play a crucial role in processing deceased accountholder claims in a timely and compassionate manner. Your primary responsibility will be to ensure that survivors are treated with dignity and supported throughout the account settlement process.

You will work closely with our Lending and Credit Solutions staff to settle loans where the borrower is deceased, gathering appropriate documentation as needed and conducting research related to insurances such as Life Savings Benefit and Credit Life & Disability. Your attention to detail and organizational skills will be essential in maintaining a thorough working knowledge of Florida statutes and applicable federal regulations.

Key Responsibilities:

  • Process deceased accountholder claims in a timely manner
  • Coordinate with Lending and Credit Solutions staff to settle loans
  • Gather documentation and conduct research related to insurances
  • Maintain a working knowledge of Florida statutes and federal regulations

Requirements:

  • Associate's degree or equivalent combination of experience
  • 1-3 years of Credit Union or Banking experience

At Educational Federal Credit Union, we offer a range of benefits to our employees, including paid holidays, sick and personal days, vacation time, and a retirement/401K plan with matching contributions.



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