Records Specialist I

OP CENTER
Department
RECORDS
Ogden
1344 West 4675 South
Position Status
40 HR
Schedule
Mon – Sat
Schedule Details
Weekdays 10:00 am to 7:00 pm/ Saturdays 9:00 am to 4:00 pm

Overview

Researches the payoff letters for paid off collateralized loans. Maintains and updates files. Indexes different documents to help in retrieving the documents in Imaging. Scans member documents. Responsible for performing a variety of records' support and payoff functions. Responsible for preparing loan documents to be scanned and quality review of scanned loan documents.  Completes miscellaneous functions as required.

Responsibilities

1. Assumes responsibility for the effective and timely performance of assigned payoff and Records' functions.

 

a. Performs payoff support duties. Prepares, researches and pulls titles for payoff report daily to identify collateral on paid off loans.  Responsible for sending out completed payoff letters.

 

b. Scans member documents ensuring quality

 

c. Completes daily Quality Control and indexing of scanned member documents to ensure that information is accessible to Credit Union personnel promptly.

 

d. Prepares member documents for scanning, daily.

e. Attention to detail is mandatory to prevent losses of documents or titles released by mistake.

 

f. Assumes responsibility for AFCU mandatory training and adherence to AFCU Core Values.

 

g. Meets requirements to ensure that AFCU required training are completed in a timely manner through the Development Center.

 

h. Will participate in Anti-Money Laundering (AML) Bank Secrecy Act (BSA) and Office of Foreign Asset Control (OFAC) training that has been tailored to the employee's specific responsibilities.   Will be held accountable for performance as it relates to BSA / AML / OFAC requirements and processes.

 

2. Assumes responsibility for maintaining professional working relations with members and business contacts.

 

a. Obtains and conveys information as needed.

 

b. Answers questions and resolves problems promptly and courteously.

 

c. Maintains and projects the Credit Union's professional reputation. Oversees storage of all documents in Operations Center Vault. Able to research on older documents media.

 

3. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.

 

a. Assists branches and departments as required.

 

b. Supports and replaces Records' personnel as needed.

 

c. Keeps management informed of area activities and of any significant problems.

Provides suggestions for improved service delivery.

 

4. Assumes responsibility for related duties as required or assigned.

 

a. Keeps work area clean, secure, and well maintained.

b. Completes special projects and miscellaneous clerical functions as required.

Qualifications

Training/Education/Certification:

 

  • High school graduate or equivalent. 
  • Additional business coursework helpful.

 

Required Knowledge:

 

  • Familiarity with Credit Union recordkeeping processes.
  • Knowledge of vault or imaging policies and procedures.
  • Knowledge of Credit Union loan, and mortgage documents, and state title      requirements.
  • Understanding of indexing and imaging processes, AIR/TellerPro system, and related computer applications.

  

Skills/Abilities:

 

  • Well organized.
  • Attentive to detail
  • Able to assist and coordinate activities with others.
  • Able to use PC, Imaging Systems, 10-key, telephone and other basic business      equipment.

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