11 FINANCIAL SERVICES SPECIALIST Jobs in Durham, NC
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Duke University is Hiring a FINANCIAL SERVICES SPECIALIST Near Durham, NC
- Performs duties in the Call Center, Lending Area or Operations Department as assigned.
- Provide accurate and detailed information to credit union members concerning credit union services and policies to include: shares, audio express, share drafts, certificates, IRA's, payroll deduction, loans, Visa, and automated teller machine cards.
- Receive members in person or by telephone and greet members, and in turn, handle the transaction requested or direct them to the proper person. Insure that all requests for services by members are processed in a timely manner in accordance with credit union policies and procedures.
- Responsible for marketing credit unions products and services by cross-selling.
- Operate and maintain a working knowledge of the data processing system as it relates to the daily operations of the credit union. This includes the ability to enter all transactions, deposits, withdrawals, and maintain accounts.
- Act as the "personal image" of the credit union by greeting members, either in person or by telephone, in a warm, courteous manner so as to promote good will among them.
- Conduct loan interviews and, as authorized, approve and process loan applications in a timely manner in accordance with credit union policies and procedures and all applicable laws.
- Provides in person or by telephone, detailed information concerning credit union services or policies.
- Answer member questions and resolve account problems; assist members in reconciling account balances; waive fees when indicated or refer to higher level personnel if unable to resolve problem.
- Assist loan officer in obtaining information from members on applications; assist loan department with processing loan requests, pulling files and credit reports, preparation of loan documents and all functions necessary for loan approval.
- Prepare bi-weekly and monthly payroll change report (including setting up payroll group and/or allocation to various credit union accounts).
- Approve loan requests within authorized limits.
- Quote accurate loan pay-off information.
- Recommends exception approval to Director of Lending or designee.
- Oversee follow-up system of loan documentation, locate missing documents or information, take appropriate action to protect Credit Union’s interest.
- Return titles or deeds of trust to members when loans are paid.
- Perform other duties as may be required or requested by the Financial Guidance Counselor.
- Obtain information from members for Consumer and Mortgage Applications. Process loan requests, analyze credit reports, prepare loan documents, disburse loan funds, and perform all other duties that are needed to assist in the loan approval process.
- Responsible for verifying and insuring that all mortgage requests are within credit union policy and procedures, and that each mortgage request is properly prepared, documented and approved.
- Perform borrower prequalification assessment and analysis of financial condition; carefully assess and evaluate the risk of financing requests within the framework of the credit union’s culture and current economic and industry trends.
- Coordinate process of approved loans; ensures mortgages are processed according to agreement, member needs and conform to credit union lending policies; obtain sufficient information and/or documentation from members; solve problems relative to processing and servicing of loans within portfolio; approve loan disbursements in accordance with agreements.
- Underwrite and approve loans submitted through Credit Union Direct Lending (CUDL) and perform all other duties that are needed to assist in the loan approval process.
- Approve loan requests within authorized limits.
- Recommend exception approval to Director of Lending.
- Responsible for follow up system of loan documentation, obtain missing documents and information on a timely basis and take appropriate action to protect the credit union’s interest.
- Ensure that lien and title information is properly recorded.
- Return titles or deeds of trust to members as needed.
- Assist in collection of bad checks, POS disputes and charged-off accounts.
- Assist in member contacts (by phone, in person, or in writing), in collection of delinquent accounts.
- Keep current and be knowledgeable of credit union collection and loan policies and procedures, and all applicable laws and regulations.
- Prepare and maintain accurate records of all member contact, including loan documentation, spending and repayment plans, legal documentation, written correspondence, including the credit union’s mortgage programs.
- Responsible for administration of the Collateral Protection Program.
OPERATIONS
- Oversee Credit Union support programs including, ACH, ATM, payrolls, EFT, or Visa program and/or administer share draft program.
- Ensure programs are in accordance with generally accepted accounting principles (GAAP) and credit union policy.
- Ensure that data processing for support programs is efficient and effective and reporting of activities is in compliance with applicable laws.
- Process Automated Clearing House items as they relate to the credit union and member accounts.
- Process payroll postings that are received from Duke University.
- Process requests for Visa program and the related general ledger accounting for this program as it relates to the credit union. Inform staff of any changes in the program.
- Process items and requests for the ATM and ARU program, issuing cards, transmitting information on accounts for deposits or withdrawals.
- Process items for Share Draft program, including clearing, returning, and processing of member share drafts as well as overdraft protection.
- Respond to reporting requirements of programs as prescribed by applicable laws.
- Maintain and file reports of the support programs for examination of later.
- Cross-trains on and performs routine duties of all other programs coordinators in the department in the absence of one of the other coordinators.
- Communicates to other Program Coordinators and Supervisor all significant changes in area responsibility.
- Performs all duties of the Data Processing Coordinator as assigned, or backs up the Data Processing Coordinator as assigned.
- Administers member check order billing and coordinates with vendor.
- Respond to routine items not requiring supervisor’s attention in accordance with specific instruments and standard procedure.
- Perform daily reconciliation of Visa payments and advances to the appropriate GL account.
- Process payroll deductions and make available to Duke University Payroll department in a timely manner.
- Research check copy and statement requests.
- Prepare Accounting department mailings, including NSF notices from ACH, ATM and drafts.
- File weekly Visa and Debit card reports from Visa and Debit Card processor.
- Maintain monthly ATM re-issue list and mail to ATM processor.
- Retrieve folders for Debit card applications and enter debit card numbers into the system.
- Provide backup of posting and balancing of daily ACH, ATM, Debit card and Share Draft files.
- Process and reconcile Deposit Returns.
- Enter Pay Point information of Duke Credit Union members to identify where they work at Duke.
- Perform other duties as requested by Operations Supervisor.
Essential FunctionsSpeech, Sight, Hearing, Dexterity, Mobility, Stooping, Bending, Sitting. Must be able to lift up to 30lbs.
Working ConditionsMust be willing to work overtime during peak periods. Limited
Minimum QualificationsEducation
Work requires skills and knowledge normally acquired through a high school diploma or equivalent. Completing of all STAR courses required.
ExperienceWork requires two years of experience in a financial institution with OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE one year being credit union experience.
Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
Job Summary
Full Time
Colleges & Universities
$71k-88k (estimate)
07/27/2024
08/08/2024
duke.edu
DURHAM, NC
7,500 - 15,000
1938
RICHARD BRODHEAD
$3B - $5B
Colleges & Universities
Related Companies
About Duke University
The Nicholas School of the Environment at Duke University is one of the worlds leading graduate and professional schools for the interdisciplinary study of the environment. The Nicholas School creates knowledge and leaders of consequence for a sustainable future through a new paradigm in research and education: one that attempts to understand the Earth, the environment, and people and human institutions as an integrated whole, and to use that understanding to foster and spread the ethic of environmental stewardship. Located in the heart of the Duke campus, the school provides a comprehensive m...ultidisciplinary program focused on the relationship of the environment and society to prepare scientists, managers and policymakers to promote the sustainable use of Earths resources. The Nicholas Schools program is enhanced by strong collaborations with Dukes Nicholas Institute for Environmental Policy Solutions and Dukes eight other graduate and professional schools. The Nicholas School has produced alumni who are leaders in conservation management, industry, government, environmental consulting, and academia. Students emerge from our program as multi-talented problem solvers who are poised in a corporate boardroom, confident on Capitol Hill, and comfortable in natural surroundings.
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The job skills required for FINANCIAL SERVICES SPECIALIST include Accounting, Products and Services, Economics, Collaboration, Communicates Effectively, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be a FINANCIAL SERVICES SPECIALIST. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by FINANCIAL SERVICES SPECIALIST. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for FINANCIAL SERVICES SPECIALIST positions, which can be used as a reference in future career path planning. As a FINANCIAL SERVICES SPECIALIST, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary FINANCIAL SERVICES SPECIALIST. You can explore the career advancement for a FINANCIAL SERVICES SPECIALIST below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Specialist job description and responsibilities
Analyze customer requirement to recommend suitable and customize financial products and solutions as per client’s financial status.
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Administer and perform various activities such as opening personal and business accounts, preparing and completing saving and other financial certificates and checking of accounts.
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May also assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables.
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They also prepare and submit financial paperwork to government regulators.
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Evaluate and discuss options to assist clients to meet their financial and lifestyle goals as may be applicable.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Specialist jobs
But learning about the work of financial specialists begins with understanding the way their work has changed.
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Because of the complexity of their work, financial specialists usually need at least a bachelor’s degree to get an entry-level job.
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Knowledge of governmental financial processes and systems would give you advantage.
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Knowledge of methods for locating, compiling, organizing, and analyzing financial data are needed for this position.
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Understanding of financial and accounting principles are highly needed for this role.
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Step 3: View the best colleges and universities for Financial Services Specialist.
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