Research Exceptions Document Management Specialist I

S & T Bank • Indiana, PA • 3d ago

Reference #: R-1005 Location: 324 N . Fourth Street Indiana, PA 15701

Hours: Monday - Friday: 8AM-5PM (Additional hours as necessary to meet the objectives of the department)

Function: Performs various duties in the Bank's Operations- Research Exceptions area.

Duties and Responsibilities: Document Management Responsibilities would assume direct responsibility for one of the following: Stop Payments Verifies all stop payments added to the system, Reviews required documentation for accuracy. Identifies items to be returned. Decedent Reporting Responsibilities include the following: Reviews decedent accounts when notified of the death of a customer (by branch staff, obituaries, OnBase Report- ACH Death Notification, PA State Revenue report, etc.) to determine the @types of deposits made to the account (federal benefits, pension payments, etc.). Determines what items need to be returned and initiates this process by collaborating with member of the Returns department. Adds the appropriate deceased codes and restriction codes to deposit accounts. Prepares all decedent account documentation to be imaged into OnBase. Reports applicable accounts to the appropriate State Inheritance Tax Bureau according to state law. Will contribute weekly to at least one the following: Money Garnishments Writs Levy Domestic Relations Court Orders are acted upon according to regulation and PA law. Reconcile general ledgers to include the following: GL 11-25010 Non-Post GL 11-14612 Return Items Clearing GL 11-25090 Safe Deposit Box GL 147-79340 Proof Difference Verify scanned work in Optima. Stop Payment Maintenance Report Responds to attorney inquiries on accounts owned by deceased customers. All personnel will: Maintain a good working relationship with bank employees. Demonstrate strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. Compile data for monthly productivity reporting. Perform additional duties as required. Assist various Deposit Operations Supervisors with implementing annual Business Plan projects as needed. Education: Requires a high school diploma or equivalent basic academic education.

Experience: Requires up to one-year general experience.

Physical Demands: Operates a keypad device, operates office equipment. Possess the ability to focus visually at a close distance of 18"-20" for a period of up to 75% of the business day. Must be able to occasionally lift and/or move up to 10 lbs, stand, walk, and reach with hand and/or arm throughout the business day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range:

$15.00 - $21.15

EEO/AA Minority/Female/Disability/Veteran

Similar Jobs

Industrial Maintenance Electrician

Aerotek • Latrobe, PA • 5d ago

Legal & Paralegal

Job Title: Industrial Maintenance Electrician Job Description We are seeking a skilled Industrial Maintenance Electrician to perform high voltage electrical troubleshooting, repair, and preventative maintenance on indust...

5d ago

Go to Apply

Associate Vice President - Assistant General Patent Counsel - IP Litigation

Lilly • Indiana, Indiana • 3w ago

Legal & Paralegal

At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and brin...

3w ago

Go to Apply

Retail Mortgage Junior Processor

S & T Bank • Indiana, PA • 1h ago

Retail & Hospitality

Reference #: R-949 Work Location: 355 North Fifth Street Indiana, Pa 15701 Work Hours: Monday - Friday 8:00am - 5:00pm Additional hours as needed to fulfill the needs of the department. Function: Performs set up, trackin...

1h ago

Go to Apply

Supply Chain Associate

Fastenal Company • Homer City, PA • 4h ago

Manufacturing & Warehouse

Reference #: 608737 Job Description Supply Chain Associate 2681 Old US 119 Hwy S, Homer City, PA 15748 PAIND Public Store Part-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm 10 - 28 hours/week OVERVIEW: Embark on a d...

4h ago

Go to Apply

SAP FINANCE (FICO) PRINCIPAL

Cummins Inc. • Indiana, Indiana • 6h ago

Finance, Accounting & Banking

DESCRIPTION We are looking for a talented (Hybrid) SAP Finance (FICO) Principal to join our team for our Business Transformation Unit in Indianapolis, IN. In this role, you will make an impact in the following ways: Arch...

6h ago

Go to Apply

Lead Data Scientist - Agentic AI & Decision Intelligence

CVS Health • Indiana, Indiana • 14h ago

IT & Engineering

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions compan...

14h ago

Go to Apply

.Net Technical Consultant M2

Alight • Indiana, Indiana • 15h ago

Management & Administrative

Job Description: Major Opportunities and Decisions: (Describe the more difficult and/or complex challenges or opportunities and decisions faced in doing work, improving processes or meeting customer needs.) Requirements...

15h ago

Go to Apply

Financial Solutions Specialist

First Commonwealth Bank • New Alexandria, PA • 22h ago

Finance, Accounting & Banking

**Financial Solutions Specialist I Job Category:** Retail Banking Requisition Number: FINAN007531 Full-Time **Locations: New Alexandria, PA 15670, USA Travel Required: Yes Description:** As a First Commonwealth Financial...

22h ago

Go to Apply

Diesel and Construction Equipment Mechanic

Commonwealth of Pennsylvania • Punxsutawney, PA • 1d ago

Trucking & Construction

THE POSITION The Jefferson County Maintenance Organization, part of the Pennsylvania Department of Transportation, is on the lookout for enthusiastic individuals to take on the role of Diesel and Construction Equipment M...

1d ago

Go to Apply

Administrative Assistant III

First Commonwealth Bank • Indiana, PA • 1d ago

Management & Administrative

We are seeking a detail-oriented and proactive Administrative Assistant to join our Operations team. This entry-level role is ideal for candidates looking to start a career in financial services. The successful candidate...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.