Member Service Estate Specialist

Access Dubuque
Full-time Dubuque, IA other-general
Posted:
June 15, 2026
Location:
Dubuque, IA, United States

Job Description

Member Service Estate Specialist

**Dupaco Community Credit Union**

1 Positions

ID: MEMBE003029

Posted On 06/01/2026

**Job Overview**

The Member Service Estate Specialist serves as the primary point of contact for managing all account-related matters following a member’s passing. This role requires a high level of empathy, professionalism, and technical knowledge to guide surviving family members, beneficiaries, and authorized representatives through the process of settling accounts. Responsibilities include verifying legal authority, processing deceased member accounts, handling Beneficiary IRAs, addressing outstanding loans and credit obligations, and ensuring full compliance with legal and regulatory requirements. The specialist collaborates closely with internal departments and external parties to ensure accurate, timely, and compassionate service delivery during a sensitive time.

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Job Overview

Job Type: Full-time
Location: Dubuque, United States
Posted: June 15, 2026
Deadline: June 20, 2026