SchoolsFirst Federal Credit Union · 2 hours ago
Records & Item Processing Representative II
SchoolsFirst Federal Credit Union is seeking a Records & Item Processing Representative II to join their team. This role involves performing Document Management functions, troubleshooting issues, and instructing team members on proper procedures. The representative will also ensure compliance with regulatory requirements and assist with various duties as assigned.
Finance
Responsibilities
Performs all Document Management functions including remittance processing, mail deposit processing, ATM deposit verification, records retrieval, document imaging and COLD document identification utilizing specialized applications and various hardware
Creates and transmits electronic data files to third parties meeting defined deadlines. Ensures appropriate balancing and reconciliation of totals
Troubleshoots out of balance conditions, irregularities and both system and individual transaction problems. Works with team members and vendors on problem research and resolution
Instructs other team members in the proper procedures, equipment operation, maintenance and balancing of various types of work
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualification
Required
High School Diploma or GED required
1-3 years of previous related experience required
Company
SchoolsFirst Federal Credit Union
Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.
Funding
Current Stage
Late StageRecent News
Cal State Long Beach
2023-12-22
2022-08-19
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