Operations Specialist, Credit Union

Position Summary

Responsible for assisting the Director of Finance in the sound operations of the Credit Union. Develop and maintain reliable accounting information and reporting on income, expenses, assets, and liabilities, as it relates to the fulfillment of operations and financial reporting.  Ensure effective and efficient financial soundness, smooth operations, quality member service, and compliance with regulations and policies. Has direct responsibility for data entry, account reconciliation, and reporting of operations functions.

Dutites and Resposibilities

Operations (70%)

1. Support the daily operations of the Credit Union.
   1. Process VUMC payroll
   2. Make pay/return and charge/waive decisions on share draft and ACH report.
   3. Confirm and reconcile wires, rapid cash, and ACH transactions.
   4. Complete daily upload of Courtesy Pay files.
2. Perform daily reports as assigned by their Supervisor.
   1. Reconcile the GL and VCU bank accounts.
   2. Reconcile teller checks.
   3. Reconcile daily, monthly, and quarterly GLs.
   4. Research and resolve ATM and Debit Card Disputes.
   5. Monitor and coordinate the resolution of overdrawn share draft accounts.
   6. Process OFAC.
   7. Charge-off Debit Card and overdrawn deposit accounts.
3. Resolve deposit and financial issues as they are escalated to you.
4. Perform projects as assigned by their Supervisor.

Member Service (20%)

1. Provide back-up support to the teller line or Member Service functions as the Credit Union staffing needs arise.
2. Answer phone calls as needed.

Administrative (10%)

1. File items as needed.
2. Provide back-up to the Director of Finance.

Educations and Experience:

Associates Degree or higher in business or accounting related major

Or, 3 years in a releated credit union, banking, insurance, or finance field.