Records & Purchasing Coordinator

3 weeks ago

Wilmington, United States DEXSTA FEDERAL CREDIT UNION Full time
Job DescriptionJob Description

About Us

DEXSTA Federal Credit Union is a not-for-profit full service financial institution that exists to serve its members. “Since 1937, our credit union has maintained our commitment of ‘people helping people.’ If our members have a need, we find the solution. Be sure to visit any of our branches and see the difference a credit union makes.”

Jerry King | PRESIDENT, CEO

Our Communities

Fulfilling the credit union movement’s mission of “people helping people” is always at the heart of DEXSTA Federal Credit Union’s community efforts. We lean upon the old adage of “actions speak louder than words” to bring that philosophy to life in our communities. DEXSTA has been a long-time supporter of Children’s Miracle Network (CMN) Hospitals, Ronald McDonald House, and Sunday Breakfast Mission. We also support the Boys & Girls Clubs of Delaware and are always looking for new ways to get involved Any time the DEXSTA team comes together for a good cause, some fun and laughs always seem to follow

DEXSTA Federal Credit Union is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. DEXSTA Federal Credit Union makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Our full time positions come with the following benefits that are paid by the company for employees:

• Medical and prescription plan

• Vision Plan

• Life Insurance

• AD&D Insurance

• Money Purchase Plan(Pension plan)

• Short Term Disability

• Long Term Disability

• Paid Time Off

Additional Benefits:

• Dental Insurance

• AFLAC Insurance

• 401k Plan with company match

• Incentive plans for certain positions

• Membership to the Credit Union


Position Summary:

Responsible for imaging, scanning and record retrieval operations. Maintain records of all imaged and destroyed documents. Purchase all office supplies, paper products, and general merchandise. Purchase and manage supplies to meet the needs of the organization.

Duties/Responsibilities:

• Follow all credit union policies, procedures, and requirements in addition to all state and federal laws and regulations, including Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act/Customer Identification Act (CIP). Educate members on various credit union policies, procedures and related laws and regulations where applicable.
• Purchase and manage supplies through direct shipment or courier runs to branch locations.
• Negotiate pricing with vendors for purchases. Ensure all items and services purchased are of acceptable quality and at the least cost.
• Be accountable for the usage of all supplies to ensure supply needs are met. Research and review new vendor opportunities when applicable.
• Ensure all custom printed documents are in compliance, updated, and free of mistakes before authorizing proofs.
• Prepare and scan all credit union documents as necessary. Verifying imaged documents for completeness, validity and accuracy of the image captured.
• Maintain log of all imaged and destroyed items for compliance.
• Shred all imaged/scanned documents once image backup is authenticated.
• Maintain stored, non-scanned documents in an organized and safe environment.
• Keep imaging system operational, to ensure the highest quality image is captured.
• Complete requested research items and forward in a timely manner.
• Maintain and monitor various subsidiary ledgers. Research and correct any general ledger out of balance conditions.
• Print review and process daily notices as needed.
• Complete applicable month end procedures.
• Assist other accounting team members as directed.
• Other duties as assigned.


Essential Functions:

• Lifting up to 20 pounds may be frequently required.
• Lifting up to 50 pounds may be occasionally required.
• Twisting and kneeling are frequently required.
• Bending, climbing, and reaching above and below shoulder level is occasionally required.
• Some exposure to dust and/or extreme noise levels may occasionally apply.
• Excellent organizational skills and attention to details.
• Excellent oral and written communication skills.
• Negotiation and problem-solving skills.
• Must be bondable.


Education, Training and Experience:

• High school diploma or the equivalent.
• Two years experience as a buyer or in a purchasing environment preferred.
• Ability to use computer software and office equipment.


DISCLAIMER

The information in this position description has been designed to illustrate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties and responsibilities and/or qualifications required of any employee assigned to this position.


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