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Bereavement Services Coordinator

2 months ago

Waterloo, Iowa, United States Veridian Credit Union Full time
Job Overview

This position operates in a hybrid model, requiring the individual to work from designated locations a couple of days each week.

Become part of a recognized and esteemed organization.

Explore our comprehensive benefits package.

Summary

The Bereavement Services Coordinator is tasked with managing inquiries from families, executors, and administrators concerning the administration of deceased individuals' deposit accounts and consumer loans, either through video conferencing or face-to-face interactions. This role also involves overseeing probate submissions, processing insurance claims, and establishing estate accounts as necessary.

Key Responsibilities

  • Deliver exceptional service experiences that enhance the Veridian brand.
  • Possess a thorough understanding of credit union policies and relevant laws governing various Specialty Accounts.
  • Examine deposit accounts and loan connections for deceased members, including both individual and joint ownerships, to ascertain the appropriate management of each account type for tax reporting.
  • Execute required updates and documentation in the credit union's data processing system for all accounts and loans associated with the deceased.
  • Collaborate with legal representatives, trustees, and executors to address outstanding loan balances, including payoffs, claims assistance, refinancing options, settlements, and repossessions until the account is resolved.
  • Assess the ongoing eligibility of remaining borrowers or those wishing to assume any outstanding debts on consumer loans, referring mortgage and commercial loans to the appropriate departments for eligibility verification.
  • File probate claims against decedent estates and monitor the process as needed.
  • Contribute positively to team objectives by consistently meeting established goals.
  • Actively promote credit union services.
  • Maintain necessary departmental records, updating member information as required.

Essential Attributes

  • Strong oral and written communication skills.
  • Focus on member service.
  • Attention to detail and precision.
  • Positive demeanor that fosters a collaborative environment.
  • Reliable and punctual; adaptable during peak periods.
  • High degree of confidentiality.
  • Organizational capabilities.
  • Self-driven; able to work independently.
  • Problem-solving and analytical skills.

Physical Requirements

The physical demands outlined here are representative of those that must be met by an employee to effectively perform the essential functions of this role:

  • Occasionally lift and/or move items exceeding 10 pounds.
  • Remain seated for extended durations.

Work Environment

This role is situated in a professional office setting and routinely utilizes standard office equipment.

Travel Requirements

Minimal travel is anticipated.

Required Qualifications

  • High School Diploma.
  • 2+ years of experience in Member Service Representation.
  • 1+ years of experience in Consumer Lending/Processing.
  • Proficient computer skills in a Microsoft Windows environment, including Word and Excel.

Additional Responsibilities

Veridian Credit Union adheres to PCI compliance standards to safeguard member information. All employees are expected to implement and comply with security measures related to PCI and other sensitive data compliance requirements.

Please note that this job description is not intended to be an exhaustive list of activities, duties, or responsibilities required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice.