Document Administration Specialist I
3 days ago
Application deadline is 5 days after the date the role was posted.Thank you for your interest in Bellco Credit Union We're a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You're a part of something more at Bellco—a place you can be proud of.LOCATION: Corporate DIVISION: SVP-CMXOFUNCTION DESCRIPTION: The Document Administrative Specialist I is responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit union's documents. Responsible for accurately scanning and indexing all documents. Research documentation needed for internal and external member requests. Process account deposits, loan payments, and withdrawals, as well as fee processing in accordance with SLAs set within the department. Assist in monitoring and administering the records management program.ORGANIZATIONAL RELATIONSHIPS:Reports to: Sr. Manager-Operations RelationshipSupervises: NoneContacts: Frequent contact with other credit union employees, S3 employees and some contact with service personnel.QUALIFICATIONS/REQUIREMENTS:Education: High School Diploma or equivalent.Experience: Six months experience in general office support or records management or Bellco Credit Union experience in lieu of records experience.Skills: Manual dexterity to input data on a keyboard i.e. computer, calculator, telephone Visual ability to interpret data Communicate effectively in person, and in writing to all levels of employees in the credit union and CUSO Deductive reasoning skills Extreme attention to detail to minimize risk with member and credit union data Ability to tactfully question or actively listen to employees in person or on the telephone to determine specific needs Ability to perform mathematical calculations with speed and accuracy Ability to multi task and perform with frequent interruptions Equipment: Keyboard and visual monitor, printers, multi-function copier/scanner, telephone, personal computer, and document scannerESSENTIAL FUNCTIONS:Demonstrates Bellco's Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.Work activities to fulfill consumer loan document requestsComplete and ensure accuracy of mailed in deposits, loan payments, and withdrawalsScans and/or uploads daily incoming loan documents, incoming mail, member documents and branch documents to core retention systemComplete Card Stock requests from branches; Verify card stock to ensure efficiency and accuracy in fulfilling branch requests. Proactively supports corporate and departmental goalsSort and file both Branch and ATM batch checks; shred according to established guidelinesAssembles files in member/account number order and maintains an organized file roomRegular and punctual attendanceManagement retains the discretion to add to or change the duties of the position at any time.WORKING CONDITIONS:Office environmentFrequent lifting, bending, standing, and sittingLifting up to 30 poundsBellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays. In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. Exempt branch roles may earn quarterly bonuses for production and team goals. Exempt non-branch management roles may be eligible for an annual managerial bonus. Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
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Document Administration Specialist I
2 weeks ago
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