PRIMARY OBJECTIVE OF POSITION

Perform administrative tasks for Credit Union staff to ensure timely delivery of services to membership and contacts.

ESSENTIAL JOB FUNCTIONS

1. Complete and forward data, information, and documentation as requested by staff via email, phone, or other communication.

• Provide check copies upon request.

• Provide information/research on overall account and/or service inquiries.
• Statement copies.
• Provide mortgage payoffs via fax upon request

2. Process incoming mail items following proper procedures.

3. Deposit Review.

• Review items presented via remote channels (ATM, Mobile, Merchant). Review to include, but not limited to:
  • Image quality standards and proper endorsements
  • Loss prevention procedures
  • Account status and history
• Deliver compliance notices to members as required based on item review.

4. Teller Duties

• Process deposits, loan payments, and loan payoffs following proper procedures.
• Notify collectors of payments made on delinquent accounts.
• Ensure all checks are scanned, transmitted, and balanced for branch capture daily.

5. Process returned mail and address changes

6. Process Debit Cards

• Mail Debit cards

Ensure Debit card printer is loaded and unloaded each day under Dual Control. 7. Follow Current Policies and Procedures as set by the Board of Directors.

8. Comply with financial industry Rules and Regulations as required by law.

9. Other Duties as Assigned

RELATIONSHIPS AND CONTACTS

Supervise Approximately: None

Reports To: Document Administration Manager

Contacts: Extensive daily contact with credit union staff from numerous departments.

JOB REQUIREMENTS

EDUCATION

High School Diploma or GED is required.

EXPERIENCE

Incumbent must have at least 12 months of financial institution operations experience.

PHYSICAL REQUIREMENTS

Physical requirements are minimal but position involves wrist/hand manipulation and sitting for long periods of time. Must be able to speak clearly and hear effectively in order to assist credit union staff over the telephone. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents

EQUIPMENT SKILLS

Personal computer with windows environment, copy machine, calculator and scanner.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job