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Credit Union Records Specialist
| Details |
Country: USA
Location: CA Irwindale
Total applied: 3
Relevant Work Experience: 2+ to 5 Years
Career Level: Experienced (Non-Manager)
Education Level: High School or equivalent
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
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Credit Union Records Specialist
LOCAL CANDIDATES ONLY
For over 50 years, SCE Federal Credit Union, a full service $375 million financial institution, has been providing exceptional financial services and solutions to members, a professional working environment that promotes employee growth and opportunity, and actively supporting community efforts, while maintaining a strong financial position. The Credit Union has created a member-owned, not-for-profit, cooperative financial institution where all members assist each other financially and, because of this, they have built a solid reputation for stability and security. The Credit Union?s main office is in Irwindale, CA and there are branches located in San Onofre, CA., Ontario, CA, Rosemead, CA, Duarte, CA, Lynwood, CA, and Boyle Heights, CA.
This position will supervise a staff of two and oversees the control, logging, storing, filing, and retrieval of credit union records. You will also be responsible for ensuring the accuracy and access to credit union documentation.
Specific responsibilities include:
Understands record retention requirementsOperates scanning equipmentSets and modifies scan formats for different document typesAnalyzes and sorts record types and preps documentsBatches, scans, and indexes documentsAudits documents for accuracy and quality controlTracks documents in the records retention system and maintains the overall record management for the credit unionSupervises the records staff and monitors work production/performanceConsults with operations departments to define document types and to streamline document handlingRecommends and implements improvements to the record retention systemTrains inter-departmental operations staff on procedures and changes to the records maintenance systemSupports facilities management when required
Position Requirements:
High school diplomaThree to five years of related experience with a financial services institutionStrong verbal and written communication skillsAbility to use good judgment in making business decisionsBilingual (Spanish) a plusFamiliar with banking and lending terminologyComputer literate
The Credit Union offers a competitive hourly salary and excellent benefits package including a wide variety of training programs, career growth and opportunities, a supportive atmosphere and a high-tech environment.
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