Assistant Retirement Benefits Examiner

Assistant Retirement Benefits Examiner

NYCERS is seeking two Assistant Retirement Benefits Examiners to work in the Loans and Refunds Units within the Membership and Service Division. Key responsibilities include reviewing applications, forms, and documents submitted by members for completeness and precision prior to processing. They will also review applications for membership, pension loans and refunds, ensuring eligibility in accordance with established instructions and guidelines. They will perform calculations on total years of service, review account balances, and determine required member contributions.

They will monitor and manage work items by assuming ownership, updating statuses and documenting case notes, and routing or closing items as appropriate in the systems. They will draft letters, prepare payroll certifications and verifications, confirm payments, and coordinate preparation, scanning, archiving, and attachment of documents to case files. They will enter, retrieve, and update information in the designated PROD system such as for loans, refunds, manage the daily check-mailing process, ensuring 100% accuracy in review and preparation beneficiaries, etc.

They will communicate effectively and professionally via telephone and email with members, internal business units, and other City agencies to obtain missing documentation or provide status updates. They will participate in cross-training across division functions to provide supplemental support as required.