Estate Account Specialist Summary PenFed is hiring an Estate Account Specialist in Papillion, Nebraska. The primary purpose of this job is to process all steps and paperwork necessary to close-out and transfer the deceased members accounts. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned . Assists phone operations, branch operations and family members of the decedent via telephone and written correspondence. Maintains confidentiality of deceased member information, only giving out information to authorized parties Disburses funds to beneficiaries and estate executors according to regulations and within established time parameters while maintaining a log of transactions. Counsels surviving joint owners/beneficiaries on PenFed products and services and ensures that they are made aware of their entitlement to continued membership. Notifies claimants and/or attorneys of the closing of accounts and disbursal of funds; obtains proper documentation, prior to disbursing funds to claimant, i.e. Letters of Administration, for account file. Opens new accounts for joint owners/beneficiaries and transfers all funds, including but not limited to, Share, Access America, Pencheck, Certificate, IRA and outstanding loan balances, ensuring that funds from IRAs are released only to the beneficiary or into the beneficiary's account. Notifies the Direct Deposit Section to return direct deposits received after date of death. Notifies survivors of return of direct deposited funds as needed. Consults with General Counsel on situations of concern which may occur. Assists with maintaining PenFeds compliance with all applicable federal, state and local laws, regulations and ordinances by abiding by PenFed compliance program and all policies, procedures, rules and regulations. Education and Experience Equivalent combination of education and experience is considered. Associates Degree in a related field is preferred. Minimum of 2 years of experience in banking or financial services, preferably in PenFed operations, is required. Strong oral and written skills required. Supervisory Responsibility This position will not supervise employees. Licenses and Certifications There are no additional certifications required. Work Environment While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Travel Limited travel to various worksites is required. About Us Established in 1935, PenFed today is one of the countrys strongest and most stable financial institutions with over 1.6 million members and over $23 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, Okinawa, and Portugal. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. Our mission isnt simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, and to encourage. We exist to usher their dreams into the land of reality. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 571-289-4710. Back Email Apply Now