Banking Services Operations Associate Iv - Estate Services

Mnbankandtrust

Buffalo, New York, United States of America
Base: $20.55 - $34.25 hourly (usd); bonus/equity: ...
Not specified
Review jurisdiction-specific legal documents
Process system updates for estate accounts
Ensure accurate credit bureau coding
Mnbankandtrust is seeking a Banking Services Operations Associate IV for Estate Services in Buffalo, New York. The role involves providing customer support regarding estate management, reviewing legal documents, and ensuring compliance with regulations

Job Summary

  • The role provides first-line consumer support to internal and external customers regarding deceased customer estates.
  • Employees must complete document reviews of legal instruments such as Probated Last Wills and Letters of Administration.
  • The position requires maintaining data accuracy and reporting for federal and state regulatory reviews.

Matching Summary

Match Score: 75

Mnbankandtrust is seeking a Banking Services Operations Associate IV for Estate Services in Buffalo, New York. The role involves providing customer support regarding estate management, reviewing legal documents, and ensuring compliance with regulations.

Salary

Base: $20.55 - $34.25 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Review jurisdiction-specific legal documents
  • Process system updates for estate accounts
  • Ensure accurate credit bureau coding
  • Resolve moderately complex servicing issues
  • Maintain regulatory compliance standards

Nice-to-have

  • Excellent verbal and written communication skills
  • Strong problem-solving abilities
  • Promote environment supporting belonging

Key Requirements

  • Associate's Degree or 3 years combined education/experience
  • Minimum 1 year work experience required
  • Proficiency with spreadsheet and word processing software

Work Rights

Not specified

Tailored Resume

Cover Letter