Trust Contract Specialist


Validates that documents provided by field locations to support bank withdrawal compliance with state law and Company policies and procedures

Interprets and evaluates documentation to verify information on all service and merchandise deliveries or cancellations is completed with accuracy and consistency and submits for approval before processing by the trustees

Demonstrates quick response to document inquiries and directs locations with clear instructions on incomplete, missing or corrections needed

Follows up on outstanding open contracts to obtain resolution.  Researches availability of other potential documents to substantiate the withdrawals

Trains field locations on documentation requirements and proper completion

Assists in maintaining database for state regulatory requirements and coordinates with state-specific specialist when changes are needed

Assist in processing of trust withdrawals as needed

Maintains professional and cooperative relationships with all field locations

MINIMUM Requirements


High School Diploma or equivalent


Two (2) years of business office experience specializing in using/supporting business systems

Knowledge, Skills and Abilities

Well organized and ability to prioritize high traffic emails and workload

Proficient with PC software such as Excel, other Microsoft Office applications

Ability to express ideas clearly and effectively in both written and oral communications

Ability to work well under pressure and multitask


When considering the work hours associated with this job, the following factors may apply:

Work Environment

Potential for limited amount of local and/or multiple location traveling required

Standard business dress required

Work Postures

Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

Working a number of evenings each month to clear backlog

Trust Contract Specialist


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