Reporting Services Specialist I

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 time frames
• 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 W8
  
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• Request recertification for W8
  
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• 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
• 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

• High School Diploma or equivalent (preferred)
• Less than 2 years Reporting Services experience (preferred)
• 2‑6 years related banking experience (preferred)
• 2‑6 years relevant experience (preferred)
• Proven ability to analyze service of process requests
• Proficient time‑management skills
• Strong organizational, multi‑tasking, and prioritizing skills
• Team player

Stationary position, constantly traverse (move about), occasionally position objects (one person), rarely position objects (with another), N/A ascend/descend (ladders, stairs, scaffolds, etc.), N/A position self to stationary objects, rarely operate standard office equipment, constantly grasp, rarely repetitive motions, frequently ability to observe, constantly communicate, frequently travel requirements as needed for training.

As needed for training.

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.