Operations Analyst - Estate Processing

Regular Full Time Opportunity

Job Type

The Analyst processes requests for information of banking relationships and / or liquidation of deceased customer accounts. Documents are analyzed to determine the relationship of the requestor with the deceased customer.

General Description

Receives applications and ensures that all required documentation is included in the requested procedure. Investigates and analyzes deceased customer accounts across various systems spanning a period of up to seven years. Notifies the appropriate department to request maintenance on accounts and credit cards. Issue letters containing requests for information or complete instructions to authorize the settlement of funds from deposit accounts. Generate calls and / or letters to the estate to coordinate the disbursement of funds in a branch. Manage calls from internal / external customers daily as needed.

Education

Completed bachelor’s degree required.

Experience

At least two-year of relevant retail, banking operations, paralegal or legal case handling experience is preferred.

Other Qualifications

• Strong research and analytical skills
• Excellent customer service skills, including telephone skills and etiquette.
• Detail oriented, able to identify situations, look for alternatives and make good decisions.
• High level of organization to establish priorities, simultaneously work with multiple tasks, and meet deadlines.
• High degree of commitment, and ability to adapt to new situations.
• Ability to work under pressure and with minimum supervision.
• Manage different computer systems including Windows Microsoft Office applications (Word, Excel, Outlook, Banco Popular systems, etc.).
• Effective communication and writing skills in both English and Spanish.

Region Locations

Señorial Center SJ, PR.

Work Schedule

Monday to Friday | 8 : 00am to 5 : 00pm

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

Important : The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and / or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com . This email inbox is monitored for such types of requests only . All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com .

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