Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.

PenFed is hiring a Supervisor, Member Records to work onsite at our San Antonio, Texas service center. The incumbent is responsible for managing all aspects of record imaging which includes conversion of backlog records and go forward records by ensuring scalable processes covering document preparation, classification, sorting, scanning, indexing, quality control and shredding. Ensure that records are stored and purged in accordance with PenFed policies and procedures as well as NCUA and state regulations. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Manage the daily activities of Member Records processing operation, provide guidance to the team members, establish processing priorities, resolve complex problems, and ensure that department goals are met.
• Create, approve, and enforce document classification & records policies, and records retention policy.
• Interact with vendors, contractors, and PenFed personnel on all levels to resolve complex problems and exceptions to policy with delegated authority.
• Managing personnel which typically include recommendations for hiring, firing, performance evaluations, training, enablement, work allocations and problem resolution.
• Set operating goals and objectives for the team based on department goals, recommends, implements, and administers methods and procedures to enable the team and monitor and report operations key performance indicators.
• Keep management informed of department accomplishments and challenges and recommends area of improvements.
• Maintain accurate records and respond in a timely manner to all retrievals, accessions, and destruction requests for all records according to company record retention policy.
• Ensures the safety and security of records stored within the department.
• Prepares daily, weekly, monthly, and annual statistical reports related to department operations.
• In addition to the duties associated with backlog digital conversion programs, performs duties of all department position including storing, retrieving, and managing digital and paper-based member records, and supporting merger documents as per policies & procedures.
• Assists in all areas of Member Records including audits and special projects as needed.
• Ensuring daily processing goals and reporting processing activities.

Equivalent combination of education and experience is considered.

• Bachelor’s Degree or equivalent is required.
• Three (3) to four (4) years of experience in records management and document management space and digital document conversion programs required.
• Excellent computer skills including using enterprise document management repositories and related platforms required. 
• Expertise in document scanning, preferably Kodak scanners, using & configuring OCR/Capture tools for document indexing required.
• Experience with document identification, preparation, scanning, indexing, and QA process required.
• Previous experience in large volume paper document conversion to digital required.
• Financial Services, Banking or Credit Union industry experience preferred.
• Excellent verbal and written communication skills with attention to detail.
• Excellent interpersonal skills preferred.
• Understanding of document classification and ingestion processes required.
• Understanding of Financial Services document management processes preferred.

Supervisory Responsibility

Supervising document conversion team at processing centers (Minimum 2/ Maximum 8) 

Licenses and Certifications

• Certifications in records management preferred.
• Certification in document imaging preferred.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Limited travel to various worksites is required.

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.8 million members and over $36 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.
 
We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.
 
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
 
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.