Research Specialist I, II, III, Senior jobs in United States
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Global Credit Union · 9 hours ago

Research Specialist I, II, III, Senior

Global Credit Union is seeking a Research Specialist to handle inquiries and resolve account problems. The role involves processing account verifications, retrieving records, and providing support to branches and other departments.

BankingFinanceFinancial Services
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Culture & Values

Responsibilities

Process account verifications while ensuring proper member authorization
Process research requests and retrieve credit union records in support of credit union operations or in compliance with authorized requests
Provide account status letters and documents as required
Provide Quickshot reports to lending departments upon request
Provide support and technical assistance to branches and other departments
Perform progressively responsible duties to include, 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
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
Be familiar with credit union policies and operational procedures of other credit union departments as they apply to the situation under review
Perform transaction adjustments and complete file maintenance as appropriate to each situation
Performs other duties as assigned

Qualification

Problem solvingAttention to detailMathematical aptitudeCommunication skillsOrganizational skillsAdaptability

Required

High School graduate or equivalent
Must have the ability to clearly and effectively communicate with members and employees on complex account issues
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

Preferred

One of year experience with this credit union preferred

Benefits

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

Company

Global Credit Union

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Global Credit Union provides financial services such as e-services, debit, and credit rewards as well as offers a wide range of loans.

Funding

Current Stage
Late Stage
Total Funding
$110M
2023-04-07Debt Financing· $110M

Leadership Team

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Mary Global Credit Union
Executive Vice President/COO
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Elizabeth Pavlas
Chief Operations Officer
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Company data provided by crunchbase