Pensacola, FL30+ days ago
Maintain & apply the laws and regulations of certificate, IRA, ESA, POD , Trust, Estate planning and settlement, and probate knowledge of processes, procedures, systems, and regulations of the Internal Revenue Service Code and National Credit Union Association Administration (NCUA) along with Navy Federal policies and procedures. To research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), Education Savings (ESA), Payable on Death (POD) and Trust exceptions, errors, returned and fraudulent checks, money movement, and regulatory account activity.