Case Mgmt. Specialist - Unclaimed Property Ops - L2

Unclaimed Property Case Management

This role is an operations and case-management focused position supporting unclaimed property related to bank accounts and checks. The work is primarily analytical, documentation-driven, and correspondence-based, with no phone interaction.

End-to-End Case Management

• Own cases from initial customer inquiry to final resolution
• Interpret incoming emails where customers may:
• Be unclear
• Use incorrect banking terms
• Not fully understand what they're requesting
• Determine the true customer need and next steps
• Identify the correct property (check or account)
• Send customers the appropriate documentation or instructions
• Review customer-submitted documents for completeness and accuracy
• Ensure cases are fully closed with a final confirmation email

Research & Documentation Review

• Research account history, checks, and ownership details
• Review and validate documents such as:
• Power of Attorney
• Beneficiary documentation
• Estate-related paperwork
• Understand how cashier checks and bank accounts function
• Ensure documentation meets compliance and internal requirements

Written Communication

• All communication is via email and formal letters
• No inbound or outbound phone calls
• Strong written communication and reading comprehension are critical
• Ability to clearly explain complex banking concepts to customers in writing

Task & Workflow Management

• Handle multiple cases per day
• Frequently switch between tasks and cases
• Track follow-ups manually - some tasks do not trigger automatic system alerts
• Maintain strong organization to ensure nothing is missed

Required / Highly Valued

• Strong soft skills, especially:
• Reading comprehension
• Attention to detail
• Written communication
• Case management experience (even if not explicitly titled on the resume)
• Research-driven mindset
• Ability to independently manage work from start to finish

EEO:

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of –Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.