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Research Specialist Records

SUMMIT CREDIT UNION

COTTAGE GROVE, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
COTTAGE GROVE, WI
Work Authorization
Not specified

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Job overview

The Research Specialist Records processes research requests and account adjustments, subpoenas, mail payments and deposits, deposit verifications, transaction exceptions, address changes, and returned mail. The role also monitors Operations Support requests, routes inquiries, and responds to helpline calls. It requires a high school diploma or equivalent, interpersonal skills, accuracy with figures, detailed work, basic mathematics, and familiarity with office equipment and Microsoft Office.

Skills & qualifications

RequiredNice to have

Skills

Interpersonal SkillsAccuracy With FiguresDetailed Work10-KeyPersonal ComputerMicrosoft OfficeKeyboardingBasic MathematicsProblem Solving

Qualifications

High School Diploma or Equivalent30 Wpm Keyboarding

Benefits

Medical Insurance
401(k) Match
Paid Time Off

Full job description

JOB REQUIREMENTS: Description Expected Outcomes Accurate Research and Adjustments:Successfully process research requests and adjustments to member accounts, ensuring all retrieved documents are accurate and complete. Timely Subpoena Processing:Efficiently handle request subpoenas within required timeframes, maintaining professional communications with law enforcement and government officials. Efficient Mail Processing:Accurately process mail payments and deposits, adhering to set daily timeframes for incoming and outgoing mail. Effective Communication:Monitor the Operations Support Request email, promptly forward requests to appropriate staff, and provide clear responses to helpline calls. Verification of Deposits:Complete verification of deposits received in Operations Support with precision and attention to detail. Exception Processing:Handle exceptions for mobile and PTM transactions efficiently, ensuring all discrepancies are resolved. Address Changes and Returned Mail:Process various address changes and returned mail promptly and accurately, ensuring changes are made in the core system and other relevant systems. Capability Requirements High school diploma or equivalent. Professional well developed interpersonal skills essential for interacting with credit union staff, members and vendors. Ability to work accurately with figures and ability to perform detailed work. Ability to operate a variety of office equipment (10-key, personal computer, Microsoft office, keyboarding at 30 words per minute). Basic knowledge in Microsoft Office Suite. Requires judgment to solve day-to-day problems but usually within established guidelines using a member service approach. Basic mathematical skills required. Why Join Us? At Summit Credit Union, we value innovation, teamwork, and growth. As a Research Specialist Records, you'll have the opportunity to: Develop Your Skills:Gain hands-on experience in the financial sector and enhance your research and analytical skills. Make an Impact:Play a vital role in ensuring our member accounts are accurate and up-to-date. Grow Your Career:Take advantage of opportunities for professional development and career advancement within the credit union. Comprehensive Benefits:Enjoy a competitive salary, health insurance, retirement plans, and paid time off. Supportive Work Environment:Be part of a collaborative team that values your contributions and supports your professional journey. Work-Life Balance:Benefit from flexible working hours and a healthy work-life balance. Community Engagement:Participate in community service initiatives and make a positive impact beyond the workplace. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this... For full info follow application link. Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/4276AD3DC1894FAD

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