Specialist small business consumer operations

Country: United States of America

Your Journey Starts Here

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make

• This is a hybrid role located in Quincy, MA****
  
  

The Specialist, Small Business & Consumer Operations delivers a good quality, error free work product within the required time frames. The incumbent ensures final product complies fully with the Company's credit policies and operational requirements.

• Responsible for processing decedent department requests (date of death balances, title changes) within Small Business & Consumer Operations.
• Must be in compliance with State Probate Statutes, completing state mandated reporting, and advising branches and other bank departments on documentation requirements for specific situations in compliance with policy and procedure.
• Reviewing documentation submitted by branches for compliance with policy and procedure and advising when incomplete or inadequate.
• Research a variety of sources to determine scope of decedent account relationships and balances as of the date of death.
• Complete state reporting forms and submit to applicable state agency.
• Prepare date of death balance reports to estate attorneys and representatives on request.
• Need to understand general estate and small estate requirements, specific requirements for at least one state in the Santander footprint and the ability to apply that knowledge with the aid of policy and procedure to other states in ordinary situations.
• Responds to inquiries from branches on documentation requirements for specific situations in compliance with policy and procedure as it applies to individual accounts, joint accounts, and ITF accounts.
• Communicates (verbally and in writing) with customers, branches, attorneys, and government agencies.
• Performs data entry and filing duties.
• Reviews title change requests involving decedent accounts for proper documentation.
  
  

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree or equivalent work experience: Finance, Business or equivalent field. - Required.
• 0+ Years In same or similar role. - Required.
• Knowledge of regulatory guidelines (residential mortgage; consumer; commercial).
• Ability to initiate, develop, and implement projects and procedures.
• Basic knowledge of lending procedures and regulations.
• Ability to handle multiple tasks while maintaining strong attention to detail.
• Strong interpersonal skills (written and oral).
• Demonstrated ability to understand and interpret compliance regulations.
• Ability to deal with customers effectively.
• Ability to meet deadlines.
• Strong organizational and analytical skills.
• Ability to develop and implement goals and objectives.
• Thorough knowledge of a variety of software programs (particularly Excel, Word, and PowerPoint).
  
  

Certifications

• No Certifications listed for this job.
  
  

It Would Be Nice For You To Have

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.
  
  

What Else You Need To Know

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum

$33,000.00 USD

Maximum

$52,000.00 USD

Link To Santander Benefits

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [email protected] to discuss your needs.

Primary Location: Quincy, MA, 1 Enterprise Drive-Quincy-Corp

Other Locations: Massachusetts-Quincy

Organization: Santander Bank N.A.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO