SchoolsFirst Federal Credit Union · 16 hours ago
Records & Item Processing Representative III
SchoolsFirst Federal Credit Union is always looking for diverse, talented, service-oriented people to join their exceptional team. The Records & Item Processing Representative III will assist team members with troubleshooting problems, provide training, and supervise team members in the absence of management while ensuring compliance with regulatory requirements.
Finance
Responsibilities
Assist team members with troubleshooting problems and provides technical and non technical support
Provides training for new and existing team members in Document Management
Writes updates and disseminates standard operations procedures (SOP)
Coordinates vendors’ activities to ensure equipment is working optimally and maintenance agreements are being fulfilled
Provides feedback relative to team member performance
Assists in the preparation of performance evaluations and coaching and counseling
Supervises team members in the absence of management
Operates and maintains all equipment within the department
Compiles statistical data and generates monthly reports to identify trends in monthly production volume and team member productivity
Assists management with schedules, distribution of work and monitoring progress to meet deadlines and ensure daily assignments are completed
Troubleshoots daily production problems and resolves day-to-day inquiries from internal and external team members
Responsible for researching and assisting team members with out of balance conditions pertaining to ITC, RDC, ATM, Mail and Remittance Processing thus reducing losses to the organization
Oversees the work of other team members by allocating and monitoring workflow
Performs work of a similar nature
Reviews and ensures all Document Management general ledgers are monitored and balanced in a timely manner
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
Qualification
Required
High School Diploma or GED required
3-5 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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