Vantage Credit Union

About Vantage Credit Union

Facilitate the deceased account process by providing the point of contact for decedent’s beneficiaries as well as departments required to be involved in finalizing the estate. Perform quality control functions and data integrity functions including but not limited to ensuring information in retail documentation is accurate. Prepare and provide deed of release to third-party or member for paid home equity loans for their recording purposes. Perform other troubleshooting and research functions as requested by Management. Support and implement future department growth and enhanced responsibilities as determined by Credit Union strategic plans. Perform special tasks or project as assigned by the Central Operations and Records Manager. KNOWLEDGE General understanding of second mortgages. General understanding of requirements of collateralized loans. General understanding of credit union policies for deceased accounts. General Understanding of credit union membership requirements and account documents SKILLS The individual should have effective communication and listening skills including the ability to communicate effectively with all levels of staff and above average written communications skills. The individual should have the ability to be empathetic with members during the deceased account process. This would include working with members on account issues and coming to a satisfactory resolution that helps the members and protects credit union assets. Comfortable with Microsoft Office suite of products QUALITIES Integrity and high moral responsibility Analytical ability with the incisiveness to ask discerning questions. Strong member service skills and good empathetic skills when dealing with a deceased account situation Detail and task oriented and organized Ability to work independently EDUCATION/ EXPERIENCE High school diploma or higher. Overall knowledge of financial institution operations 2 – 5 years financial services experience with an emphasis on member/customer facing interactions A team-oriented attitude.

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Company Info

Company Type: Nonprofit

Company Size: 51 - 250

Revenue: 25 - 100 million (USD)

Job Ad Metrics

Job Ads found: 42

Job Ads per Month: 1.9

Hiring Locations: 2

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