Responsible for the accurate and timely filing of all Real Estate, Consumer Loan and Collection files, using the Records Management Software Program. Files and

maintains credit union member documentation in the member files in a neat,

accurate and orderly fashion. This position is responsible for the filing and maintenance of all members’ legal documentation.

This position will also scan member documents and

assist with other duties including return mail processing, and subpoena fulfillment.

This position adds value to the credit union by ensuring that vital records are archived correctly and available for retrieval.

Responsibilities :

Maintains the Folder and Document Database in an accurate manner by editing, adding and deleting data information as required, following precise established data format structure.

Pulls files to be sent to departments / branches as per time schedule or requests.

Files and maintains credit union member documentation in the member files in a neat, accurate and orderly fashion.

Maintains the User Database in an accurate manner by adding new users and deleting users following precise established data format structure as well as generating User reports as required.

Answers questions from branches regarding information in loan folders and faxes or copies documentation if necessary.

Maintains excel spreadsheet for the tracking of Original Real Estate Notes and Deeds.

Files and maintains Credit Union Employee loan files with confidentiality.

Creates a weekly missing / past due loan packet report and forwards to the Loan Funders and Managers for disposition.

Files all existing member files, outcards and creates new member files based upon terminal digit indexing and member file classifications.

Responsible for reviewing / revising / developing procedures pertaining to job responsibilities on an as needed basis.

Supports and participates in continuous improvement activities.

Represents the Credit Union in a positive and professional manner.

Other related duties as assigned.

Maintains member and other sensitive information with confidentiality.

Treats co-workers and members with respect.

Qualifications :

6 months clerical administrative or other related experience

Must be familiar with Microsoft Word and the records management database files.

Proficiency with PC and general / basic proficiency with Microsoft applications (Outlook, Word and Excel)

Must be able to interface with all levels of staff, management and sponsor.

Attention to detail and demonstrated accuracy

Must be able to handle a well- established routine, without constant follow-up and supervision.

Last updated : 2024-05-16