Reporting Services Specialist

Job Description

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.