Member & IRA Operations Specialist

Credit Union of Texas; Town of Bethany (NY); On-site; USD 50,000 - 75,000; Full time

Job summary

The Account Services Support Specialist at Credit Union of Texas provides back-office support across multiple functions, including IRAs, Real Estate, and Loan Maintenance. You will resolve documentation errors, post transactions, and assist front-line staff and members with account questions.

You will work with Salesforce cases in Support Services, ensure compliance with CIP/CDD and regulatory requirements, and leverage AI-assisted tools to improve accuracy and throughput in a high-volume

Qualifications

• Minimum two years of customer service experience in a credit union or financial institution.
• Minimum two years of IRA administration experience.
• Experience with deceased account processing, IRA processing, or loan maintenance preferred.

Responsibilities

• Process Salesforce cases across IRAs, Real Estate, Collections, Sales and Service, Digital Services, Deceased Accounts, and Loan Maintenance.
• Resolve membership applications and documentation errors by updating systems and routing forms for signature as needed.
• Post transactions and balance assigned general ledger accounts; research and resolve out-of-balance conditions.
• Open memberships and assist with account questions for the Texas Mortgage Lending Department in CIP/CDD compliance.
• Audit IRA and deceased accounts for accuracy and regulatory compliance; review documentation for accuracy.
• Research transaction issues and account history to support internal departments and members.

Skills

Customer service

IRA administration

Account maintenance

Education

High school diploma or GED

Associate or bachelor's degree preferred

Tools

Microsoft Office

Job description

The Account Services Support Specialist at Credit Union of Texas provides back-office support across multiple functions, including IRAs, Real Estate, and Loan Maintenance. You will resolve documentation errors, post transactions, and assist front-line staff and members with account questions.

You will work with Salesforce cases in Support Services, ensure compliance with CIP/CDD and regulatory requirements, and leverage AI-assisted tools to improve accuracy and throughput in a high-volume