Member Operations Account Specialist I

1 month ago


Santa Ana, United States Orange County's Credit Union Full time
Job DescriptionJob Description

Hybrid set-up, working in-office and remotely, may be granted after completing training and demonstrating successful performance.


Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference


In this role as a Member Operations Account Administration Specialist I, you will also contribute to the overall success of the department and CU by assisting in the handling of research requests, document and information retrievals, file maintenance requests and account adjustments in a timely and professional manner, while using problem resolution and workflow management skills. As the Member Operations Account Administration Specialist I, you are a liaison to both internal Associates and external Members and requires an expert level understanding and working knowledge of the following processes:

  • Levies
  • Deceased processes
  • Power Of Attorneys (POA)
  • Trusts
  • IRA

In addition, this position will also have a basic level of understanding and working knowledge of the following processes in order to ensure exceptional service experiences for both internal and external members:

  • Subpoenas
  • Backup Withholding
  • Escheats
  • All Vesting Account Types


QUALIFICATIONS:

  • Expert level understanding and working knowledge of the following processes: Levies, Deceased processes, Power Of Attorneys (POA), Trusts, and IRAs
  • Mastery of all the essential functions of a Teller, and Call Center positions and all associated processes. Recognized by peers and leaders as a Subject Matter Expert for knowledge and service excellence.
  • Minimum of two years of experience in a financial services front line or call center position which would provide thorough knowledge of deposit and loan account products and services and member service.
  • Working proficiency with modern office practices and procedures, including personal computer skills with core systems used to service financial accounts.
  • Ability to learn new software and systems quickly and proficiently.
  • Ability to read and decipher technical briefs and regulatory updates
  • Working knowledge of basic Federal and State regulations that impact financial institutions and account/ loan maintenance and activity.
  • Final offers are based on qualifications, internal equity, and the level of position offered. The hourly pay range for the Member Operations Account Administration Specialist I is $20.75 - $24.00.
  • Highschool Degree or GED required
  • We perform thorough background checks, credit checks and pre-employment drug screening. EOE


Generous benefits include:

  • Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.
  • Life insurance at no cost to associates.
  • 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar).
  • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
  • Sick hours – 7 days per year and rolls over year to year.
  • Paid Holidays
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities.
  • Annual discretionary bonus (2022 was over 7 %)
  • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.


  • Santa Ana, United States Orange County's Credit Union Full time

    Job DescriptionJob DescriptionExciting Opportunity at Orange County's Credit UnionCREDIT UNION’S PURPOSE: Simple Banking. For People, Not Profit.CREDIT UNION’S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and FunWorkplace Excellence. Through our associates' opinions and voices,...


  • Santa Ana, California, United States Helpmates Full time

    Job OverviewWe are looking for a dedicated Client Services Account Specialist with experience in banking operations for a long-term contract role within a well-established financial services firm.Key ResponsibilitiesThe Client Services Account Specialist will undertake the following tasks:Oversee the daily management of numerous MBS trusts, including RMBS,...


  • Santa Ana, California, United States Jobot Full time

    Senior Accounting Specialist / Hybrid Work Model / Professional Growth / Balance in Work and LifeThis opportunity is hosted by Jobot Consulting.About Us:We are a leading firm specializing in comprehensive cleaning and maintenance solutions for controlled environments, including cleanrooms. Our meticulous cleaning protocols ensure that these environments meet...


  • Santa Ana, United States Robinson Pharma Full time

    Customer Service Account Representative I (Santa Ana, CA) The Customer Service Account Representative I maintains relationships with current and potential accounts. Resolves customer issues/problems, researches, and makes recommendations for product enhancements or modifications to increase sales. Duties/Responsibilities: Processes customer orders via phone,...


  • Santa Ana, California, United States Sulzer Full time

    Job SummaryWe are seeking a highly skilled Order Management Specialist to join our team at Sulzer. As an Order Management Specialist, you will be responsible for receiving, reviewing, and processing new product orders accurately and timely. This includes confirming contact and billing information, as well as Purchase Order and Letters of Intent terms and...


  • Santa Ana, United States HMSHost at John Wayne Airport Full time

    With a career at HMSHost, you really benefit! We Offer Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay Meal and Transportation Benefits *401(k) retirement plan with company match or Pension *Company paid life insurance *Tuition reimbursement Employee assistance program Training and exciting career growth...


  • Santa Ana, California, United States Jobot Full time

    Senior Accounting Specialist / Hybrid Role / Excellent Work-Life Balance / Career AdvancementAbout Us:We are a leading provider of specialized cleaning and maintenance services tailored for cleanrooms and controlled environments. Our focus is on delivering meticulous cleaning protocols that ensure compliance with rigorous industry standards across various...


  • Santa Monica, California, United States R H I Full time

    Job SummaryWe are seeking a highly skilled Office Operations Manager to join our team at R H I. As a key member of our organization, you will be responsible for overseeing the day-to-day operations of our office, ensuring seamless execution of administrative tasks, and providing exceptional support to our clients.Key Responsibilities:Manage and maintain...


  • Santa Monica, California, United States R H I Full time

    Job SummaryWe are seeking a highly skilled and experienced Office Operations Manager to join our team at R H I. As a key member of our organization, you will be responsible for overseeing the day-to-day operations of our office, ensuring seamless execution of administrative tasks, and providing exceptional support to our clients.Key Responsibilities:Manage...


  • Santa Ana, California, United States HMSHost at John Wayne Airport Full time

    With a career at HMSHost, you really benefit We Offer Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay Meal and Transportation Benefits *401(k) retirement plan with company match or Pension *Company paid life insurance *Tuition reimbursement Employee assistance program Training and exciting career growth...


  • Santa Ana, California, United States UNIFY Talent Acquisition Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at UNIFY Talent Acquisition. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying financial needs, and recommending suitable solutions.Key ResponsibilitiesRespond to new and...


  • Santa Ana, California, United States Profit Recovery Partners Full time

    About the RoleWe are seeking a highly skilled Sales Operations Specialist to join our team at Profit Recovery Partners. As a Sales Operations Specialist, you will play a critical role in supporting our Business Development team by enhancing client interactions and optimizing sales processes.Key ResponsibilitiesVendor Payment History Reports: Prepare detailed...


  • Santa Ana, United States Financial Statement Services, Inc Full time

    Job DescriptionJob DescriptionOpening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic delivery, marketing and compliance solutions. As a vibrant, growing organization, FSSI is looking to expand our team.We are...


  • Santa Ana, United States Financial Statement Services, Inc Full time

    Job DescriptionJob DescriptionOpening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic delivery, marketing and compliance solutions. As a vibrant, growing organization, FSSI is looking to expand our team.We are...


  • Santa Ana, California, United States King's Seafood Distribution Full time

    Job SummaryThe Warehouse Operations Specialist plays a critical role in ensuring the smooth operation of our warehouse facilities. This position is responsible for receiving and storing incoming merchandise, maintaining a clean and organized work environment, and preparing outgoing shipments.Key ResponsibilitiesReceiving and Storage: Receive and inspect...


  • Santa Ana, California, United States Overair Inc. Full time

    Office Operations Specialistat OverairCompany Overview:At Overair, we are committed to advancing sustainable air transportation for all. Our innovative solution is Butterfly, an all-electric vertical takeoff and landing (VTOL) aircraft designed to transport passengers safely and affordably above traffic and congestion. With over two decades of experience in...


  • Santa Ana, California, United States Overair Inc. Full time

    Office Operations Specialistat OverairCompany Overview:At Overair, we are committed to pioneering the future of sustainable air travel. Our innovative solution, Butterfly, is an all-electric vertical takeoff and landing (VTOL) aircraft designed to transport passengers safely and efficiently, bypassing traffic and congestion. With over two decades of...


  • Santa Ana, California, United States Overair Inc. Full time

    Office Operations Specialistat OverairCompany Overview:At Overair, we are committed to pioneering sustainable air transportation solutions for all. Our innovative approach is embodied in Butterfly, an all-electric vertical takeoff and landing (VTOL) aircraft designed to provide safe and economical transport over urban congestion. With over two decades of...


  • Santa Ana, California, United States Airport Terminal Services Full time

    Position OverviewAs a Ramp Operations Specialist at Airport Terminal Services, your role is crucial in ensuring the smooth operation of aircraft movements and passenger services.Key ResponsibilitiesDirect incoming and outgoing aircraft to and from the designated gates.Efficiently transport, load, and unload passenger luggage, cargo, and mail.Maintain...

  • Payroll Specialist I

    1 month ago


    Santa Ana, United States Asure Software Full time

    Job DescriptionJob DescriptionSalary: $20.00-$25.00 HourlyWho we areOver 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology...