Marie Daniels

Quality control of IRA accounts. Correcting errors of IRA accounts.

Assisting member/co-workers with questions relating to all services and products.

Providing training to other co-worker.

Maintain contact with branches/departments to resolve account corrections noted during the quality control process.

Complete all date of death figures for the State and attorneys.

Process PA Department of Treasury, SSA, and NTIS Decedent files according to department procedures.

Review of trust, estate, and POA documentation; perform quality control of these accounts and ensure documents are scanned immediately and properly. Confer with legal counsel, if applicable.

Process, maintain and monitor all court order, writ and levy requests.

Process insured share account claims via CUNA's online claims portal.

Review all court restricted account requests. Confer with legal counsel, if applicable.

Review and advise employees and members regarding decedent account processing.

Perform annual IRA required minimum distribution (RMD) review. Manage and resolve member RMD correspondence as requests are received.

Review and complete all reports for account accuracy and proper documentation on a daily basis (IRA Reports, etc.)

Assist management with departmental quarterly SOP procedure review; submits corrections and recommendations as deemed fit.

Assist management with project or new process implementations.

Complete all inheritance Tax filings in accordance with state requirement.