• Operations Service Center (OSC) Specialist

    Job Locations US-TX-Allen
    Req No.
    Operations Service Center
    Regular Full-Time
  • Overview

    UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.

    At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

    Locations: Allen, TX 


    The Operations Service Center (OSC) Specialist works closely with department management on a range of departmental projects and organizational initiatives; is responsible for performing User Acceptance Testing of assigned projects; works with minimal supervision to complete assigned tasks. The OSC Specialist is also responsible for processing transactions and supports delivery of service on share, money market, checking, certificate, member trust, deceased and IRA accounts, within prescribed, legal and regulatory deadlines.  The Specialist responsibilities also include, understanding regulatory requirements, researches complex account issues and acts as support for the OSC Department and organization.


    • Tests new products and services, such as new promotional share certificate types. 
    • Will be required to perform User Acceptance Testing for various departmental or organizational initiatives.
    • Assists OSC Management with all phases of the annual tax reporting project. This includes, but it not limited to testing of 1099-INTs, 1099-Rs and 5498s for accuracy and processing all tax reporting corrections. 
    • Assists Management with all phases of the annual Escheat process. 
    • Validates month end reports and monthly member account statement validation. 
    • Researches and resolves complex and/or escalated account related issues. 
    • Perform monthly audit of work produced by the department staff to ensure accuracy and integrity of completed work.
    • Assists management with projects, such as merger share validation, data mapping, conversion and testing.
    • Supports delivery of service on share, money market, certificate, trust, deceased and IRA accounts. 
    • Assists with daily support activities relative to processing levies, subpoenas, research products and services as well as complex share corrections.
    • Ability to interface with various departments in a professional and positive manner in response to member account issues.
    • Ability to resolve complex member account issues and directs member issues to appropriate staff person.
    • Conduct testing, validation and a variety of department functions as the primary job duties.
    • Performs other duties as assigned.



    High School Diploma and two + years related experience required.


    Operations Knowledge:

    Thorough knowledge of all frontline operational work flows, system scripts, product knowledge and promotional offerings to assist team members with immediate support.


    Legal Knowledge:

    Understands the various account vesting options including but not limited to Trusts, Fiduciary accounts, Assignment accounts; POD accounts, Knowledge of rules and regulations specifically related to Account Vesting; NCUA insurance of accounts; Court Ordered Accounts; Fiduciary Accounts: Regulation E, Regulation D, Back-up withholding, 1099-MISC, California Unclaimed Property Laws, California Probate Code, Dormant, Levies and Deceased accounts to ensure compliance.


    ​See the UNIFY Difference!


    At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.


    Competitive Compensation and Excellent Benefits Package* Includes:

    Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
    Dependent and Medical Care - Flexible Spending Accounts
    Vacation, Sick, Personal and Holiday Pay
    401(K) Plan with employer match
    Education reimbursement for approved programs
    UNIFY banking privileges for you and your family

    *All programs subject to review and change

    UNIFY is proud to be a drug-free, equal-opportunity employer. For more information on UNIFY, visit us at www.unifyfcu.com


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