Payment Processing Specialist - Espanola, NM

Description

Role Overview

The Member Services Specialist provides professional and efficient support for member financial needs, including processing mail transactions, account maintenance, and resolving inquiries. This role manages dormant and escheatment accounts, processes verifications of deposit, insurance claims, and IRS documentation, and assists with record scanning and departmental communications. The position ensures compliance with regulations, promotes member education, and contributes to team and organizational success.

Join Our Team at Del Norte Credit Union!
We’re more than a financial institution, we’re a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norteño Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning.   

Location

Espanola, NM

Essential Functions & Responsibilities

• Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.
• Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
• Process all bank by mail including: deposits, closing accounts, stop payments, address file maintenance, person update records, answering questions about products and services, and problem resolution.
• Monitor accounts nearing dormant and escheatment; send member communication, prepare reports and forward funds, as required to the state. Maintain accurate record keeping on all processing.
• Process all Verifications of Deposit (VODs) in accordance with DNCU policy and procedures.
• Assist with scanning of all loan and member records.
• Process all IRS back up withholding, validate IRS documents and files, as well as make any necessary corrections to member tax forms.
• Process incoming department email.
• Process insurance claims including disability, life and unemployment.
• Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
• Work effectively in a team environment contribution to the success of the department and organization.
• Perform other related job duties as assigned.

Salary

Starting pay: $19.80 –$24.76 hourly, based on qualifications, internal equity, and budget. 

 Benefits: 

• Medical, Dental and Vision insurance. Available the first of the month following date of hire. 
• 401(k) - Traditional or Roth
• Spanish Speaking Incentive
• Paid Time Off
• Eleven paid holidays/year
• Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term & Long-Term disability
• Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs. 

Requirements

Experience:

One year to three years of similar or related experience.

Education:

A high school education or GED.

Interpersonal Skills: 

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:

Handle sensitive information with complete confidentiality and professionalism
Professional appearance and demeanor
Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values
Conduct themselves and members fairly, ethically, and with confidence
Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities
Must have good communication and PC skills
Critical thinker and effective problem solver
Collaborative service skills
Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations
Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications

Physical Requirements:

May require sitting for extended period of time. 

Salary : $20 - $25