Highlights
From processing legal requests and specialty accounts to preparing audits and reviewing important documentation, your work will help ensure accurate, efficient service across FORUM Credit Union. Assist with specialty member accounts, including death claims, trusts, guardianships, representative payee accounts, powers of attorney, payable on death documentation, and other account needs.
Numbers & Facts
| Location | Fishers, Indiana |
Description
Overview:
Join Our Team as a Research & Administration Account Specialist!
Are you detail-oriented, organized, and someone who enjoys digging into information to make sure everything is handled accurately? As a Research & Administration Account Specialist, you’ll provide essential behind-the-scenes support for member accounts and internal teams. From processing legal requests and specialty accounts to preparing audits and reviewing important documentation, your work will help ensure accurate, efficient service across FORUM Credit Union.
Responsibilities:
What You’ll Do:
- Create and prepare audit reports for memberships, share certificates of deposit, business accounts, file maintenance, address changes, bankruptcies, and more.
- Provide administrative support for court holds, tax levies, and garnishments.
- Assist with specialty member accounts, including death claims, trusts, guardianships, representative payee accounts, powers of attorney, payable on death documentation, and other account needs.
- Serve as a resource for departments and branches by assisting with account-related questions and issues.
- Review and code daily return mail according to established guidelines.
- Assist with verification of deposit and Social Security verification requests.
- Process incoming faxes and Activity Manager requests.
- Perform Nautilus validation as needed to support the IT Department.
This Opportunity Is Ideal If:
- You take ownership of your work and follow through with a high level of accountability.
- You have a strong eye for detail and are committed to producing accurate, thorough work.
- You enjoy researching information, reviewing documentation, and following established guidelines.
- You are service-focused and committed to supporting both members and internal teams.
- You build positive, respectful relationships and communicate effectively with others.
- You are organized, dependable, and able to manage multiple responsibilities while meeting deadlines.
Qualifications:
What We’re Looking For:
- High School Diploma or Equivalent
- One to Three Years of Similar or Related Experience
Employee Perks:
- Competitive Pay
- Student Loan Reimbursement
- Tuition Assistance
- Wellness Programs
- Community Involvement and Paid Volunteer Time
- Professional Development and Award-Winning Training Program
- 401(k) with Match
- Comprehensive Benefits Package
- Generous Paid Time Off
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.