Quality Assurance Specialist 1

Full-time position focused on auditing member accounts, resolving exceptions, and ensuring compliance through document review and cross-department collaboration.

Responsibilities

• Generate, monitor, and work zero-balance account reports, including manually assessing fees.
• Resolve and work exceptions for various reports:
  • Zero Balance certificate exceptions
  • Required Minimum Distributions (RMD) exceptions
  • Maturity exceptions
  • Dividend posting exceptions
  • Schedule disbursement exceptions
• Document exceptions in multiple software platforms.
• Review new member account openings for BSA and CIP regulations.
• Perform daily account change-over document reindexing.
• Monitor certificate phase-outs and post dividend corrections.
• Generate, monitor, and work various specialized Ad Hoc reports.
• Collaborate with other departments on document review for compliance.
• Review and index documents from the ticketing system.
• Receive and work Death Notification Entries (DNEs) from Payment Systems.
• Monitor multi-department workflow for bereavement account notifications.
• Retrieve IRA non-transactional documentation and perform file maintenance as needed.
• Index exceptions through the IRA administrator’s platform.
• Coordinate with the information management vendor for shred bin placement and document destruction.
• Provide support to frontline representatives and resolve tickets in the ticketing system.
• Communicate with internal and external members to research and resolve account issues.
• Create and maintain content for the team’s intranet page.
• Reach out to departments/representatives for corrections.
• Scan and index interoffice documents.
• Research check images and account information/discrepancies to resolve issues or support inquiries.
• Perform other duties as assigned.

Requirements

• Minimum 1 year of experience in a financial institution.
• Bachelor’s degree or certification in business administration or a related field, or more than 1 year of related experience.
• Successful completion of Credit Union’s Retail Basics and Accounts Academies within six months.
• Successful completion of IRA, Special Accounts, and Business Accounts Academies within two years.

Skills

• Strong interpersonal skills.
• Strong organizational skills and attention to detail.
• Proficient with Microsoft Office applications.
• Comfortable with information technology, particularly digital communication tools.
• Proficient analytical and problem-solving skills.
• Ability to handle and follow up on tasks in a timely manner.
• Basic knowledge of financial services, transactions, and regulations.
• Ability to handle multiple tasks simultaneously.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 20 pounds at times.

Pay

$23.85 - $29.81 per hour (depends on experience).