Trust Processor

Trust Processor

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Carriage Services is an equal opportunity employer.

Maintain the File Room : review and prepare contract files. Resolve questions / complaints from the field locations.

Compensation : $55,000+ per year (depending on overall experience)

Job Type : Full-Time

Location : 3040 Post Oak Blvd. Houston, TX 77056

Responsibilities

• Review customer contracts to ensure they are completed in accordance with state regulatory requirements
• Analyze and prepare withdrawal documentation
• Analyze cancellation requests and prepare cancellation documentation (covers multiple states)
• Prepare refund requests related to cancellations
• Cancel or deliver contracts in the subsystem as needed
• Process customer payments in subsystem
• Research field location inquiries about preneed contracts across multiple systems / vendor's
• Code miscellaneous vendor invoices for payment
• Interact with field locations on withdrawal issues
• Interact with accounting department to resolve GL issues
• Assist in compiling and reviewing documentation for outside auditors
• Adhere closely to procedures designed to ensure regulatory compliance
• Adhere to processing deadlines

Requirements

Benefits