Overview:
Performs a variety of clerical functions to support the Member Solutions Department.
Responsibilities:
• Distributes incoming daily mail to Member Solutions Department personnel. Processes department’s certified and return mail, and forwards incoming loan payments to appropriate department.
• Answers incoming telephone calls and e-mails. Assists caller or answers e-mail personally, or directs them to appropriate personnel.
• Prepares routine correspondence in connection with Member Solutions Accounts.
• Uses credit reporting and skip tracing services and software to obtain information to help in recovery of collateral and/or funds.
• Records and posts payments received to members’ accounts or General Ledger, as appropriate. Performs rights of offset on depository accounts and applies funds to delinquent and/or charged-off loans, within guidelines. Notes all activity on assigned accounts in Member Solutions software.
• Tracks deadlines for re-recording of judgments. Sends requests for re-recording and fees to appropriate courts.
• Compiles data and prepares daily, weekly, and monthly reports, as assigned.
• Reviews and approves invoices for the Member Solutions Department.
• Monitors Administrative work area to ensure it is kept in a neat and orderly fashion. Maintains inventory of office supplies, forms, and documents and re-orders as needed.
• Act at back up to Liquidation Administrative Associate and assists with those duties during times of heavy workload.
• Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.
Qualifications:
• High school diploma or equivalent.
• One or more years clerical experience. Previous experience in a collection environment preferred.
• Basic accounting skills in order to post payments to the General Ledger and members’ accounts.
• Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve routine problems and situations.
• Basic knowledge and understanding of Credit Union products, services, policies, and procedures pertinent to the job.
• Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
• Basic knowledge and understanding of all Credit Union computer systems and software applications required to perform job duties.
• Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to communicate routine information.
• Work is closely supervised.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.
Disclaimer
This job description is not intended to be all inclusive. Employee may perform other related duties as assigned to meet the on-going needs of the Credit Union.
Employment Type: OTHER