State of New Mexico
Santa Fe, New Mexico

Senior Retirement Coordinator - Refunds (ERB #10110887)

Onsite$47,050 - $70,574/yrPosted Oct 5, 2026

Job details

Location
Santa Fe, New Mexico
Work type
Onsite
Compensation
$47,050 - $70,574/yr
Posted
Oct 5, 2026
Apply on
careers.share.nm.gov

About this role

Salary

 

$22.62 - $33.93 Hourly

$47,050 - $70,575 Annually

This position is a Pay Band C5

Posting Details

 
THIS POSTING WILL BE USED FOR ONGOING RECRUITMENT AND MAY CLOSE AT ANY TIME. APPLICANT LISTS MAY BE SCREENED MORE THAN ONCE.

Why does the job exist?

 
The primary purpose of this position is to contact members nearing the Required Minimum Distribution (RMD) age and inform them of their IRS obligation to withdraw their benefits. Additionally, the role involves auditing records of inactive/deferred NMERB members with remaining contributions and using a contracted location service to verify membership viability. This includes researching returned mail, making follow-up efforts, and documenting all due diligence in the software application.

How does it get done?

 
The incumbent will be responsible for auditing records of inactive/deferred NMERB members who still have contributions on account. They will utilize a contracted location service to verify the viability of these memberships. Additionally, the role involves making complex processing decisions that require interpreting relevant laws and regulations. The incumbent will handle mail merge mail-outs, provide counseling to members regarding their benefit options, perform daily data entry, and audit and process refund applications. Continuous collaboration with both Albuquerque and Santa Fe staff will be essential.

Who are the customers?

 
NMERB internal and external members, beneficiaries, estate representatives, other state entities, and contractors

Ideal Candidate

 
The ideal candidate will have:
-Experience providing exceptional customer service
-Ability to multi-task to meet strict deadlines in a high-volume office environment
-Ability to deal with difficult situations

Minimum Qualification

 
High School Diploma or Equivalency and three (3) years of direct experience in bookkeeping, retirement processing, benefits administration, and/or auditing. Any combination of education from an accredited college or university in a related field and/or direct experience in this occupation totaling three (3) years may substitute for the required experience.

Employment Requirements

 
Must maintain a valid driver's license, complete a defensive driving training course and obtain a defensive driving certificate within 30 days of employment

Working Conditions

 
Work is usually performed in an office setting, with extensive exposure to Visual/Video Display Terminal (VDT), personal computer and telephone usage. This position also requires the employee to use a copy machine, printer, fax machine and 10 key calculator. Sitting for long periods of time, bending, stooping to file, and occasionally lifting a minimum of 25 pounds.

Supplemental Information

 
p>Benefits:</p><p>Do you know what Total Compensation is?  <a href="http://www.spo.state.nm.us/total-compensation.aspx" target="_new">Click here</a></p>
<p>Agency Contact Information: Melinda Garcia.  <a href="mailto:[email protected]">Email</a></p>

<p>For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.<p>

Bargaining Unit Position

 
This position is not covered by a collective bargaining agreement.
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About State of New Mexico

State of New Mexico
Santa Fe, New Mexico
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