Operations Analyst - Estate Processing

Regular Full Time Opportunity

Job Type

The Analyst processes requests for information of banking relationships and/or liquidation of deceased customer accounts. Documents are analyzed to determine the relationship of the requestor with the deceased customer.

General Description

Receives applications and ensures that all required documentation is included in the requested procedure. Investigates and analyzes deceased customer accounts across various systems spanning a period of up to seven years. Notifies the appropriate department to request maintenance on accounts and credit cards. Issue letters containing requests for information or complete instructions to authorize the settlement of funds from deposit accounts. Generate calls and/or letters to the estate to coordinate the disbursement of funds in a branch. Manage calls from internal/external customers daily as needed.

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