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Union Bank and Trust Company College Savings Operations Officer in Lincoln, Nebraska

Position Summary: The College Savings Operations Officer will serve as a point of contact for the standard procedures and daily duties of the CSP Operations area. Ability to look at processes/procedures with a critical/analytical eye and make high pressure decisions. This position will serve as support/backup to high level duties throughout the Operations area.

Essential Functions:

  • Process trade corrections and letters of indemnity including collection for losses.

  • Responsible for the high dollar transaction verification.

  • Process and monitor aggregation of accounts for continued plan compliance with Plan Trust and Internal Revenue Code 529 requirements.

  • Assist with pulling data, reports and documents for internal and external audit purposes.

  • Generate and review various monthly/quarterly department reconciliation worksheets for the bank?s monthly RCP review.

  • Assist as needed entries of daily work totals to various omnibus accounting software.

  • Serve as back-up to the CSP officers duties which include, but are not limited to, NSCC set up and processing, DST FanMail coordination, Morningstar reporting, commissions processing/reporting, rebalancing of CSP assets in trust accounting system, and write off reporting.

  • Obtain the knowledge and ability to assist all CSP Operations staff when needed.

  • Maintain Workflow system. Gain knowledge of system capabilities and implement enhanced features as needed to create/maintain a smooth, efficient workflow process.

  • Maintain system and process monthly credit card rewards amounts. Transfer rewards on a quarterly basis to the designated 529 account.

  • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.

  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.

  • Regular and reliable attendance is an essential function of this position.

  • Performs other job related duties or special projects as assigned.


  • Bachelor?s degree in a related field or equivalent experience preferred.

  • Four years of operations, college savings plan experience preferred.

  • Strong working knowledge of 529 college savings plan products and rules required.

  • Proficient in Microsoft Office and in working with other financial software.

Preferred Talents:

  • Self-directed and takes initiative

  • Strong decision making skills

  • Accurate and detailed

  • Effective communicator- both verbal and written

  • Organized, deadline driven and time efficient

  • Independent with good judgment

  • Analytical and problem solver

Working Environment:

  • Sedentary work, occasional lifting and/or carrying up to 20 pounds.

  • Indoor work not exposed to outdoor elements or hazards.

HOURS: Full Time, Hours Vary.


Equal Opportunity Employer Minorities/Women/Veterans/Disabled