Access Dubuque
Member Service Estate Specialist
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.
#DupacoDifference. https://www.youtube...
**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.
#DupacoDifference. https://www.youtube...