Case Mgmt. Specialist - Unclaimed Property Ops - L2

This role is an operations and case-management focused position supporting unclaimed property related to bank accounts and checks.

The work is primarily analytical, documentation-driven, and correspondence-based, with no phone interaction.



End-to-End Case Management

• Own cases from initial customer inquiry to final resolution


• Interpret incoming emails where customers may:
  
  
  
  • Be unclear
  
  
  • Use incorrect banking terms
  
  
  • Not fully understand what they re requesting
  
  
  
  


• Determine the true customer need and next steps


• Identify the correct property (check or account)


• Send customers the appropriate documentation or instructions


• Review customer-submitted documents for completeness and accuracy
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