PRIMARY OBJECTIVE OF POSITION
Complete clerical tasks for credit union staff to ensure timely delivery of services to membership and contacts.
ESSENTIAL JOB FUNCTIONS Issue cashier's checks according to loan funding instructions. Maintain department spreadsheets and follow up with Consumer Lending staff on pending items. Assist with assigning pending loan applications to Consumer Lending staff. Monitor Glia queue and transfer pending engagements to Consumer Lending staff. Monitor department voicemail and assign to Consumer Lending staff. Monitor department shared mailbox and assign to Consumer Lending staff. Perform general file maintenance and research transactions. Receive and distribute all incoming faxes and mail to Consumer Lending staff. Assist with submitting Akcelerant workflows for loan and account maintenance. Review title work and funded loans for accuracy and route to the title department. Place department supply orders. Foster a teamwork attitude to ensure all credit union goals and objectives are achieved. All other duties as assigned. Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors. Ensure the protection of the credit union's interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets. Adherence to security, internal control procedures, policies and applicable laws and regulations. Adhere to mandatory compliance, product, and credit union training. Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Responsible for completing BSA/AML compliance training annually. RELATIONSHIPS AND CONTACTS
Supervise Approximately:
None
Reports To:
Consumer Lending Assistant Manager
Contacts:
Contact with representatives and officers from department and other departments.
EDUCATION
High school diploma or equivalent EXPERIENCE
6 months reception or data entry experience. Credit union or financial experience preferred. Most important to this position are accuracy, and attention to detail. PHYSICAL REQUIREMENTS
Position involves wrist/hand manipulation and restriction to workstation for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. MENTAL REQUIREMENTS
Must be able to perform job junctions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. EQUIPMENT REQUIREMENTS
Personal computer with Windows environment, calculator, copy machine, fax machine, and scanner.
I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.
Complete clerical tasks for credit union staff to ensure timely delivery of services to membership and contacts.
ESSENTIAL JOB FUNCTIONS Issue cashier's checks according to loan funding instructions. Maintain department spreadsheets and follow up with Consumer Lending staff on pending items. Assist with assigning pending loan applications to Consumer Lending staff. Monitor Glia queue and transfer pending engagements to Consumer Lending staff. Monitor department voicemail and assign to Consumer Lending staff. Monitor department shared mailbox and assign to Consumer Lending staff. Perform general file maintenance and research transactions. Receive and distribute all incoming faxes and mail to Consumer Lending staff. Assist with submitting Akcelerant workflows for loan and account maintenance. Review title work and funded loans for accuracy and route to the title department. Place department supply orders. Foster a teamwork attitude to ensure all credit union goals and objectives are achieved. All other duties as assigned. Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors. Ensure the protection of the credit union's interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets. Adherence to security, internal control procedures, policies and applicable laws and regulations. Adhere to mandatory compliance, product, and credit union training. Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Responsible for completing BSA/AML compliance training annually. RELATIONSHIPS AND CONTACTS
Supervise Approximately:
None
Reports To:
Consumer Lending Assistant Manager
Contacts:
Contact with representatives and officers from department and other departments.
EDUCATION
High school diploma or equivalent EXPERIENCE
6 months reception or data entry experience. Credit union or financial experience preferred. Most important to this position are accuracy, and attention to detail. PHYSICAL REQUIREMENTS
Position involves wrist/hand manipulation and restriction to workstation for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. MENTAL REQUIREMENTS
Must be able to perform job junctions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. EQUIPMENT REQUIREMENTS
Personal computer with Windows environment, calculator, copy machine, fax machine, and scanner.
I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.