Research Processing Specialist

Research Processing Specialist,

Federal Credit Union, Anchorage, Alaska USA 

Full Job Description

Functions Supervised: None

Primary Functions: Process incoming mail transactions, MRMS, and returned mail.

Duties and Responsibilities

• Process mail share, loan transactions, and authorized maintenance, including information requests for and potential members.
• Research and resolve non-confirming mail share and loan transactions.
• Provide account status letters and documents to members as requested.
• Process account verifications while ensuring proper member authorization.
• Process MRMS requests and performs account adjustments and corrections as needed.
• Process returned mail.
• Initiate and process E-Sign documents.
• Post data entry transactions for various credit union departments.
• Provide support and technical assistance to branches and departments.
• Perform progressively responsible duties to include: a) Research specific transactions on accounts using resources from all credit union departments to resolve problems and communicate results to the member or other department personnel; b) Research accounts with incorrect addresses and accounts classified as abandoned.
• Contact members to obtain the correct address or communicate special instructions regarding the account in question; c) Be familiar with credit union policies and operations procedures of other credit union departments as they apply to the situation under review; d) Perform transaction adjustments and complete file maintenance as appropriate to each case.
• Perform other duties as assigned.

Qualifications: Education: High school graduate or equivalent.

Experience/Skills: Must clearly and effectively communicate with members and employees on complex account issues. Must be well organized and able to adapt to new policies and procedures. Must be familiar with cashiering functions and be able to process and record transactions accurately. The position requires an aptitude for math and general accounting. The ability to work with limited supervision, solve problems, display sound judgment, and pay attention to detail is also required.

Tenure: Research Processing Specialist II, category 16, requires six months of the term in the Research Processing Specialist I position with performance that meets or exceeds expectations. Research Processing Specialist III, category 15, requires six months in the Research Processing Specialist II position with performance that meets or exceeds expectations. Senior Research Processing Specialist, category 14, requires six months in the Research Processing Specialist III position with performance that meets or exceeds expectations. Directly related work experience and accelerated training may be substituted for assignments.

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