Life Events - Decedents Processing Specialist - MA

Life Events - Decedents Processing Specialist - MACountry: United States of AmericaLife Events - Decedents Processing Specialist• Responsible for processing decedent department requests (date of death balances, title changes) within Small Business & Consumer Operations.• Must be in compliance with State Probate Statutes, completing state mandated reporting, and advising branches and other bank departments on documentation requirements for specific situations in compliance with policy and procedure.Primary Duties & Responsibilities:• Reviewing documentation submitted by branches for compliance with policy and procedure and advising when incomplete or inadequate.• Research a variety of sources to determine scope of decedent account relationships and balances as of the date of death.• Complete state reporting forms and submit to applicable state agency.• Prepare date of death balance reports to estate attorneys and representatives on request.• Need to understand general estate and small estate requirements, specific requirements for at least one state in the Santander footprint and the ability to apply that knowledge with the aid of policy and procedure to other states in ordinary situations.• Responds to telephone inquiries from branches on documentation requirements for specific situations in compliance with policy and procedure as it applies to individual accounts, joint accounts, and ITF accounts.• Communicates (verbally and in writing) with customers, branches, attorneys, and government agencies.• Performs data entry and filing duties.• Reviews title change requests involving decedent accounts for proper documentation.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.Education:• Bachelor's Degree or equivalent work experience in Finance, Business or equivalent field.Work Experience:• In same or similar role., 0-3 years.Specialized Knowledge:• Basic understanding of common personal account titling relationships (individual, joint, beneficiary).• Ability to adapt to ever-changing work environment due to change in workflow, legal requirements, and policy and procedure modifications.• Ability to be meticulous and detail orientated.• Ability to strictly adhere to confidentiality and privacy requirements.• Strong organizational and time management skills.• Strong communications skills, ability to interact effectively with all levels.• PC experience, proficient in Word, Excel, and Access.• views data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.Diversity & EEO Statements:• At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams.• We actively encourage everyone to apply.• Santander is an equal opportunity employer.• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.Working Conditions:• Frequent Minimal physical effort such as sitting, standing and walking.• Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.• Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.Employer Rights: Employer Rights:• This job description does not list all of the job duties of the job.• You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description.• The employer has the right to revise this job description at any time.• This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.Base Pay RangeMinimum:$42,300.00 USDMaximum:$58,000.00 USD