Reporting Services Specialist

Northwest Bank • Warren, PA • 2d ago

The Reporting Services Specialist I is responsible to oversee the overall day-to-day operational functions of the Reporting Services department and investigate and process all Writs, Levies, Restraints, Attachments, Garnishments, and child support orders while ensuring privacy of confidential bank information.

Essential Functions

Ensure total document and data integrity

Maximize technology tools available

Prepare departmental reports

Identify and resolve Customer Service issues

Analyze legal requests to understand and determine scope of request and ensure necessary (Federal and State) requirements are met

Communicate and negotiate with serving attorney or agency to clarify documentation scope and required due date, and with customer that legal process was received and any additional information as applicable

Process payment upon receipt of order or judgement

Complete research and inquiries on several Northwest systems with customer information to identify @type of relationship

Respond to legal paper within designated timeframes

Monitor records of legal process that was received without judgement

Maintain records of all pertinent information related to the legal paper for audit purposes, following up as needed to keep serving agency and internal departments informed of progress

Log all incoming requests when received for tracking and control purposes

Process any release received promptly

Evaluate records, perform due diligence and the submission for all states that require unclaimed property reporting

Review IRS B Notice reports for further action, perform due diligence and initiate withholding when required, while ensuring compliance with IRA requirements, and nonresident alien records for recertification of W8Ben

Request recertification for W8Ben

Track and monitor requested forms

Review daily all IOLTA/IOLAs for compliance with each state's IOLTA/IOLA program and report when necessary

Submit monthly reports and interest to each IOLTA/IOLA Board

Review new IOLTA/IOLAs for notification to applicable states and indicate status in applicable systems

Process any restitution check received

Perform quality control review on dormant accounts

Maintain appropriate departmental records and reports

Recommend improvements to procedures

Recommend quality control enhancements

Additional Essential Functions

Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Additional Responsibilities

Complete special projects as assigned

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Education High School Diploma or equivalent

Preferred Work Experience Less than 2 years Reporting Services experience 2 - 6 yearsrelated banking experience 2 - 6 yearsrelevant experience

General Employee Knowledge, Skills, and Abilities

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge, Skills and Abilities

-Proven ability to analyze service of process requests -Proficient time management skills -Strong organizational, multi-tasking, and prioritizing skills -Team player

The pay range for this position is generally $17-19.00 hourly. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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