Imaging and Mail Associate 2

Position Summary: The College Savings Operations Mail and Imaging Services Associate 2 will be responsible for ensuring mailings are in proper order for distribution. This professional processes all daily work from the queue for the Imaging and Mail Team and the Operations Administrators.

Hours: Full-Time (40 Hours), Monday - Friday 7:00am to 3:30pm

Essential Functions:

• Generate, print, and mail distribution checks. Have all checks ready for pickup in the outgoing mailroom by 11:30 p.m.
• Edit and print all account welcome letters, coupons, and account update letters for mailing.
• Scan and index distribution checks, reissued stop pay checks, and coupons.
• Categorize and process triage items in workflow.
• Sort, open, prepare, and scan incoming mail for processing.
• Prepare and input all enrollment forms, additionals, along with other account updates for our 529 programs with 99% accuracy.
• Follow up with the Pending Team when paperwork is incomplete.
• Balance all checks processed for our 529 programs with 100% accuracy.
• Demonstrate thorough understanding of all department policies, government regulations, and compliance requirements involving Section 529 College Savings Plans.
• Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training, follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.

• Perform other job-related duties or special projects as assigned.

Qualifications:

• Strong input accuracy skills -applicant is required to achieve a minimum score of a 90% with minimum keystrokes of 8500 on the Union Bank data input test to be considered.
• Two years of database and operations experience preferred.
• Knowledge of spreadsheet, word processing and database management software.

Preferred Talents:

• Accurate and detailed
• Organized
• Positive and reliable
• Effective communicator - written and verbal
• Deadline driven
• Self-motivated and takes initiative
• Team Player

Working Environment:

Indoor work - not exposed to outdoor elements or hazards.

Sedentary work, occasional lifting and/or carrying up to 20 pounds.