Statement and Mail Specialist II

About the role

This role involves reconciling customer statements and notices processed through a third-party print vendor, preparing and delivering exception statements and notices, maintaining customer accounts, balancing reports, resolving discrepancies, and performing various administrative tasks.

Responsibilities

• Reconcile the number of customer statements and notices processed through the third party print vendor.
• Prepare and deliver exception customer statements and notices according to established instructions.
• Maintain customer accounts on the core processing system and order statements for audit and special customer requests.
• Record statistics based on emails from third party vendor.
• Balance reports to pass audit inspection.
• Review, research, resolve and document discrepancies.
• Statement Commit complete form and email to Data Center.
• Adjustment Report print, review, correct and mail adjustment notices.
• Complete retail initiated workflows.
• Prepare and distribute special handling statements per established instruction.
• Update and maintain special handling log.
• Prepare, package and distribute customer CDROMs per established instructions.
• Maintain supplies envelopes, mailers, tracking labels for Post Office parcels.
• Order special cut off statements.
• Maintain file of customer requested statement cutoff dates.
• Order, monitor and mail interim customer statements per written request.
• Forward to designated Certified Public Accountant for audit.
• Operate automated equipment to render notices that are not outsourced.
• Balance all totals to meet Audit requirements.
• Keep equipment operating by following operating instructions and troubleshooting.
• Maintain supplies.
• Obtain notices from Data Center.
• Sort by affiliate, count as needed, separate by manual and machined.
• Deliver cart of notices to be machined to equipment in mailroom.
• Prepare and mail manual notices.
• Organize batches by posting date. Label batches denoting affiliate and branch. File batches in appropriate trays, transfer trays to storage shelves.
• Process branch requests for capture item return.
• Maintain tracking log.
• In conjunction with Fulton Financial Corporation Facilities, maintain item shredding schedule.
• Label and date trays of batched items, transfer trays to storage shelves.

Requirements

High school diploma or equivalent. No specific specialty required at this level of education. Six to twelve months of office experience is required.

Qualifications

None specified at this level.

Skills

Basic computer literacy, attention to detail, organizational skills, and ability to follow instructions.

Benefits

Comprehensive benefits package including medical, dental, vision, life, disability, retirement, and wellness programs.

Pay

$16.75 - $22.40 per hour.

Schedule

Full-time, onsite position based in East Petersburg, PA.