- Professional
- Office in Sumter
SUMMARY:
The IG Support Specialist is responsible for providing support to the various functions in the Information Governance Department including titles, deceased accounts, IRAs, and document control. Must be knowledgeable on the regulations and titling procedures for various State’s Department of Motor Vehicle (DMV) and Department of Natural Resources (DNR) on all types of vehicle and watercraft loans.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
• Serves as the primary backup to the Survivor Support Coordinator:
• Ensures deceased accounts are processed according to procedures, funds are properly disbursed, and accounts are closed in a timely manner.
• Corresponds with joints, beneficiaries, and surviving family members to ensure all necessary documentation is received while demonstrating sincerity and empathizing with their needs.
• Coordinates with various internal departments and external agencies to remediate issues and discover viable solutions for case resolution.
• Assist with processing Credit Life Insurance claims and petitioning the Probate Courts to satisfy any outstanding loan.
• Supports the Title Specialist:
• Reviews title packets to identify missing or incomplete paperwork; acts as liaison with dealers, members, LOs, MSRs, other financial institutions and agencies to proactively ensure our liens are applied in a timely manner.
• Prepares necessary documents required for titling and/or registration, to include fee checks; sends packets to appropriate DMV and DNR agencies according to established procedures.
• Maintains an accurate database in our electronic titling system, DDI. Creates detailed notes and updates status details as needed. Accepts and reviews daily title notifications.
• Responsible for processing dealer and member payoff requests and provides accurate, same-day information. Reviews payoff checks to ensure loans are paid in full prior to releasing titles. Informs dealers and other financial institutions of shortages. Release titles daily from 5-day paid-off loan report, dealer payoffs, and email/Synapsys request.
• Assist the Document Control area as needed:
• Scans incoming physical documents and teller work ensuring everything is correctly stored in our digital optical system.
• Imports all electronic documents from various departments that are saved within internal network folders and files them.
• Researches historical documents in microfilm and microfiche and converts them for storage.
• Assist other employees with searching for documents and refiles documents to clean up our digital optical system.
• Maintain a basic understanding of our IRA program to answer member and employee questions.
• Makes recommendations/suggestions on improving and streamlining processes, reducing the risk to the Credit Union, and enhancing the member experience.
• Other duties as assigned.
SUPERVISORY RESPONSIBILITIES:
No requirement.
PERFORMANCE STANDARDS:
Thorough problem-solving skills and detailed documentation are required. Must be professional in appearance and attitude and be able to utilize interpersonal skills effectively in a team environment.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be outgoing, enthusiastic, conscientious, group oriented, open to change and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Regulatory Requirements: Your position has specific procedures that must be followed to comply with Privacy Act, Office of Foreign Assets Control (OFAC), and Bank Secrecy/Patriot Act. You will receive annual training to keep you current on any changes to these policies/procedures to assure compliance. Failure to comply with procedures may cause termination of your position as well as possible monetary penalties from the federal regulatory agency.
EDUCATION and/or EXPERIENCE:
High school diploma or general education degree (GED); and preferred three years of credit union / financial institution or related experience and training; or equivalent combination of education and experience.
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