What are the responsibilities and job description for the Document Administration Specialist I position at Bellco Credit Union?
Application deadlines is 3 days after the date the role was posted. Please reach out to Human Resources with any questions.
DOCUMENT ADMINISTRATIVE SPECIALIST I
LOCATION: Corporate DIVISION: SVP-CMXO
FUNCTION DESCRIPTION:
Responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit union’s documents while adhering to NCUA Regulations and the Gramm Leach Bliley Act. Responsible for accurately scanning and indexing all documents. Research documentation needed for internal and external member requests. Complete MOVE requests.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: Manager - Document and Facilities Operations
Supervises: None
Contacts: Frequent contact with other credit union employees, S3 employees, members and some contact with service personnel.
QUALIFICATIONS/REQUIREMENTS:
Education: High School Diploma or equivalent.
Experience: Six months experience in general office support or records management or Bellco Credit Union experience in lieu of records experience.
Skills: Manual dexterity to input data on a keyboard i.e. computer, calculator, telephone
Visual ability to interpret data
Communicate effectively in person, and in writing to all levels of employees in the credit union and S3
Deductive reasoning skills
Extreme attention to detail to minimize risk with member and credit union data
Ability to tactfully question or actively listen to employees in person or on the telephone to determine specific needs
Ability to perform mathematical calculations with speed and accuracy
Ability to multi task and perform with frequent interruptions
Equipment: Keyboard and visual monitor, printers, multi function copier/scanner, telephone, personal computer, and document scanner
ESSENTIAL FUNCTIONS:
1. Demonstrates Bellco’s CORE Values and Act Nice Behaviors in all interactions with members, prospective members and personnel in other Bellco departments and S3.
2. Researches, analyzes, resolves MOVE requests as requested by members, Bellco employees, or S3 employees.
3. Scans daily incoming mail to appropriate imaging application for S3 retrieval.
4. Scans and/or uploads daily incoming loan documents, member documents and branch documents, assist in working through historic paper records to fully digitize.
5. Scans and/or uploads receipts.
6. Assists with monitoring the front desk.
7. Complete Card Stock requests from branches; assist with monthly audit as needed.
8. Review and file required loan documents.
8. Proactively supports corporate and departmental goals.
9. Regular and punctual attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
Office environment
Frequent lifting, bending, standing, and sitting
Lifting up to 30 pounds
Your candidacy will be evaluated based on your eligibility and qualifications. Thank you for your interest!
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
DOCUMENT ADMINISTRATIVE SPECIALIST I
LOCATION: Corporate DIVISION: SVP-CMXO
FUNCTION DESCRIPTION:
Responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit union’s documents while adhering to NCUA Regulations and the Gramm Leach Bliley Act. Responsible for accurately scanning and indexing all documents. Research documentation needed for internal and external member requests. Complete MOVE requests.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: Manager - Document and Facilities Operations
Supervises: None
Contacts: Frequent contact with other credit union employees, S3 employees, members and some contact with service personnel.
QUALIFICATIONS/REQUIREMENTS:
Education: High School Diploma or equivalent.
Experience: Six months experience in general office support or records management or Bellco Credit Union experience in lieu of records experience.
Skills: Manual dexterity to input data on a keyboard i.e. computer, calculator, telephone
Visual ability to interpret data
Communicate effectively in person, and in writing to all levels of employees in the credit union and S3
Deductive reasoning skills
Extreme attention to detail to minimize risk with member and credit union data
Ability to tactfully question or actively listen to employees in person or on the telephone to determine specific needs
Ability to perform mathematical calculations with speed and accuracy
Ability to multi task and perform with frequent interruptions
Equipment: Keyboard and visual monitor, printers, multi function copier/scanner, telephone, personal computer, and document scanner
ESSENTIAL FUNCTIONS:
1. Demonstrates Bellco’s CORE Values and Act Nice Behaviors in all interactions with members, prospective members and personnel in other Bellco departments and S3.
2. Researches, analyzes, resolves MOVE requests as requested by members, Bellco employees, or S3 employees.
3. Scans daily incoming mail to appropriate imaging application for S3 retrieval.
4. Scans and/or uploads daily incoming loan documents, member documents and branch documents, assist in working through historic paper records to fully digitize.
5. Scans and/or uploads receipts.
6. Assists with monitoring the front desk.
7. Complete Card Stock requests from branches; assist with monthly audit as needed.
8. Review and file required loan documents.
8. Proactively supports corporate and departmental goals.
9. Regular and punctual attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
Office environment
Frequent lifting, bending, standing, and sitting
Lifting up to 30 pounds
Your candidacy will be evaluated based on your eligibility and qualifications. Thank you for your interest!
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
