Inheritor Services Specialist

4 weeks ago

Portsmouth, New Hampshire, United States Service Credit Union Full time
Job Description

At Service Credit Union, we're committed to bringing passion and customer focus to our business. We're seeking a highly skilled Inheritor Services Specialist to join our team in Portsmouth, NH.

Key Responsibilities
  • Maintain thorough knowledge of Payable on Death and Revocable Trust accounts, as well as comprehensive knowledge of deceased account processes and procedures.
  • Review and understand Revocable Trust, Power of Attorney, and deceased account documents to ensure collection of complete and accurate information, as needed.
  • Perform timely and accurate processing of deceased member accounts, including but not limited to: thorough account review, account coding, records research, blocking cards, updating member diaries and memos, updating account access class, and creation of deceased member account resolution forms and pending files.
  • Provide support to member services and other departments regarding questions related to Trust, Power of Attorney inquiries, deceased accounts, and all other matters of the department.
  • Maintain timely and appropriate contact with Service CU employees, surviving family members, as well as estate or trust representatives and attorneys, as needed for this position.
  • Assist in account research and determination of deceased account heirs, joint owners, beneficiaries, or executors.
  • Perform ongoing and timely quality control reviews on Trust account setup, to include review of documentation for accuracy and completion.
  • Reviews Trust and deceased account portfolios and performs ongoing data clean-up efforts on existing accounts.
  • Use problem solving skills, research, and analytical tools to develop solutions to member service concerns regarding Revocable Trust and deceased accounts.
  • Recognize and present any identified procedural shortcomings to management, as appropriate.
  • Process mailed, emailed, and faxed items received for Inheritor Services department.
  • Assist with developing and testing enhancements to Trust account opening and deceased account processing.
Requirements
  • Demonstrates PC literacy including Microsoft operating systems and Microsoft Office.
  • Comprehensive understanding of deceased account administration, Payable on Death and Revocable Trust accounts, as well as the associated rules and regulations.
  • Ability to read and interpret governing instruments including but not limited to Trust Agreements, Wills, Death Certificates, Probate documents, etc.
  • Possess strong writing, interpersonal, and oral communication skills with ability to communicate complex terms in a clear and concise manner.
  • Established organizational and planning skills with the ability to handle multiple assignments and meet deadlines.
  • Excellent interpersonal, presentation and organizational skills.
  • Ability to communicate clearly and effectively verbally and in writing.
Education/Experience/Certifications

High School diploma or equivalent required. Associate degree preferred. Relevant work experience preferred.

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