Research Processing Specialist I, II, III, Senior

Reports To: Research Processing Officer

Functions Supervised: None

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

Duties and Responsibilities:

1. Process mail share and loan transactions and authorized maintenance, to include information requests for members and potential members.
2. Research and resolve non-confirming mail share and loan transactions.
3. Provide account status letters and documents to members as requested.
4. Process account verifications while ensuring proper member authorization.
5. Process MRMS requests and perform account adjustments and corrections as needed.
6. Process returned mail.
7. Initiate and process E-Sign documents.
8. Post data entry transactions for various credit union departments.
9. Provide support and technical assistance to branches and departments.
10. Perform progressively responsible duties to include: a) Research specific transactions on accounts using resources available 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 questions; 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 situation.
11. Perform other duties as assigned.

Education: High school graduate or equivalent.

Creditable Experience in Lieu of Education: Not applicable.

Experience/Skills: Must have the ability to clearly and effectively communicate with members and employees on complex account issues. 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 good judgment and pay attention to detail is also required. Must be well organized and able to adapt to new policies and procedures.

Tenure: Research Processing Specialist II (Category 16) requires six months tenure in the Research Processing Specialist I (Category 17) position with performance that meets or exceeds expectations. Research Processing Specialist III (Category 15) requires six months tenure in the Research Processing Specialist II (Category 16) position with performance that meets or exceeds expectations. Senior Research Processing Specialist (Category 14) requires six months tenure in the Research Processing Specialist III (Category 15) position with performance that meets or exceeds expectations. Directly related work experience and/or accelerated training may be substituted for tenure.

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer