What are the responsibilities and job description for the Business Banking Services Admin Temp position at Achieva Credit Union?
- This temporary position is estimated at about 3-6 month project.
The Temporary Business Banking Services Admin/File Cleanup Specialist supports Achieva’s Business Banking Services (BBS) team with the Borrower Files Cleanup and Migration Project. This role is responsible for organizing, reviewing, preparing, and migrating business loan documents from legacy drives into OnBase. The Specialist ensures documents are accurate, properly categorized, and compliant with established naming and filing conventions.
This role requires strong attention to detail, the ability to work independently, and comfort working with sensitive business lending documents.
Key Responsibilities
- Review, organize, and prepare borrower files in the Business Banking Services drive for migration to OnBase.
- Identify and delete outdated or unnecessary files in accordance with retention guidelines to reduce scanning volume.
- Distinguish between key business/loan documents (e.g., loan agreements vs. security agreements, credit card-only files vs. term loan/RLOC folders).
- Ensure documents are accurately labeled, filed, and placed into correct OnBase locations.
- Follow established procedures and quality standards for document management and digital migration.
- Assist with folder cleanup, reorganization, and preparation work completed by the BBS team.
- Maintain confidentiality of all member and business loan information.
- Work independently while following detailed instructions and workflows.
- Collaborate with BBS staff and receive training and guidance from Business Lending team members.
- High school diploma or equivalent required.
- Prior experience working with loan or business banking documents preferred.
- Ability to differentiate between common business lending documents (loan agreement, security agreement, etc.).
- Proficiency with Adobe and basic digital document tools.
- Highly organized with strong attention to detail.
- Ability to follow instructions, work independently, and meet project timelines.
- Patience and thoroughness when reviewing and sorting large volumes of files.
- Strong confidentiality, accuracy, and quality standards.
Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
This role operates in a flexible environment and may include hybrid work, in-field visits, and time in an office setting at Corporate Headquarter and/or Achieva Branch. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. The position may require extended periods of sitting or standing and occasional lifting of up to 10 pounds.
EEO Statement
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.