Probate Specialist-Onsite Grand Rapids

Fifth Third

United States

On-site

USD 42,000 - 62,000

Full time

4 days ago
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Job summary

Fifth Third Bank seeks a Probate Specialist to manage bankruptcy and probate accounts onsite in Grand Rapids, MI. The role involves initiating bankruptcy filings, coordinating with successors and attorneys, and submitting claims for estate processing.

Candidates should exhibit strong analytical and organizational skills and solid knowledge of Microsoft Office. Responsibilities include ensuring regulatory compliance, managing multiple tasks, and maintaining accurate client data.

Qualifications

  • High School Diploma required; minimum one year in customer service, bankruptcy, or probate in a call center.
  • Strong analytical, organizational, and detail orientation.
  • Ability to prioritize and manage multiple tasks in a fast-paced team environment.
  • Strong oral and written communication skills.
  • Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

  • Initiates internal bankruptcy processes and procedures for new bankruptcy filings.
  • Contact with successor in interest, client, executor, or attorney to obtain cooperation and/or commitment.
  • Submit claims to courts for inclusion in the estate and probate process.
  • Assigns accounts to outside vendor for Bankruptcy representation and related tasks.
  • Ensure both internal and vendor compliance on regulatory requirements, bank policies and bankruptcy laws.
  • Identify and elevate complaints and/or accounts to leadership as outlined by the bank’s program.
  • Enter client information and account status updates in bank systems to ensure accuracy.
  • Process tickets for physical payments including trustee checks and vendor remittances.

Skills

Customer service
Analytical
Organizational
Detail oriented
Communication skills
Multitasking
Microsoft Office

Education

High School Diploma

Tools

Microsoft Office

Job description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Please note: This position is onsite in Grand Rapids, Michigan CANNOT be Remote.

#LI-EG1 Probate Specialist--Onsite Grand Rapids

GENERAL FUNCTION

Under moderate supervision, collects and documents accounts involving: Bankruptcy, Deceased Estates, non-probated Deceased Estates, and Life or Disability Insurance claims. Reviews, monitors, and ensures timely handling of all consumer loans, lines, and credit cards in a chapter 7, 11, 12 or 13 bankruptcy status from receipt of notice through final court clearance. In accordance with departmental and legal guidelines, meets deadlines ensuring attainment of company goals. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, ensuring that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Initiates internal bankruptcy processes and procedures for new bankruptcy filings
  • Contact with successor in interest, client, executor, or attorney to obtain cooperation and/or commitment
  • Submit claims to courts for inclusion in the estate and probate process
  • Assigns accounts to outside vendor for Bankruptcy representation such as adequate plan treatment, reaffirmation agreements, proofs of claim, and adversaries
  • Ensure both internal and vendor compliance on all regulatory requirements, bank policies and procedures, and bankruptcy and probate laws including unique requirements at the federal, state, and district level
  • Identify and elevate complaints and/or accounts with unique circumstances to leadership as outlined by the bank’s complaint management program
  • Conducts research including but not limited to: title searches, , statements, contracts, credit applications, lien verifications, customer files, payment copies and other miscellaneous research functions
  • Responsible for entering client information and account status updates via the appropriate Bank systems to ensure accuracy of information and bank compliance with bankruptcy regulations
  • Processes tickets for physical payments including trustee checks, vendor remittances, Life/Health Insurance carriers and other proceeds checks
  • Advises outside vendor to proceed with litigation on escalated issues, when evidenced necessary
  • Additional responsibilities as assigned
SUPERVISORY RESPONSIBILITIES

None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
  • High School Diploma required. Minimum one year customer service, bankruptcy, or probate related field in a call center
  • Strong analytical, organizational, and detail orientation
  • Ability to prioritize and manage multiple tasks in a fast-paced team environment
  • Strong experience with Microsoft office products, such as Word, Excel, PowerPoint, and Outlook
  • Proficient with computer systems and keyboarding / data entry skills with moderate speed and accuracy
  • Strong oral and written communication skills
  • Ability to meet department commitments with regard to job knowledge, quality, efficiency, initiative, teamwork, customer service, and overall job performance
LOCATION

Grand Rapids, Michigan 49546

BENEFITS

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Grand Rapids, Michigan 49546

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step? Fifth Third is a bank that is as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.

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