What are the responsibilities and job description for the Documentation Associate position at EastRise Credit Union?
The Documentation Associate performs tasks crucial to the daily operations of EastRise Credit Union under the guidance and direction of the Documentation Manager. Routine tasks include but are not limited to imaging, filing, and indexing of loan, teller, and department documents. Assisting with quality control, research, and general department inquiries of sensitive and confidential documents and transactions. In addition to daily functions, the Documentation Associate may work on special project and assist other departments as needed.
Major Duties And Responsibilities
Weight
Description
Essential
50%
Prepare digital and physical documents for scanning, indexing, and filing in a timely manner by reviewing documentation for proper indexing fields, verifying legibility, and ensuring successful import to imaging system. Perform basic scanning equipment maintenance and troubleshooting.
15%
Create and maintain physical loan files for mortgage, home equity, and business loans. File, audit, and validate loan document files, security instruments and legal documents.
15%
Maintains the accuracy and integrity of the client portfolio files. This includes reviewing and adjusting new account entries and account revision work done by Customer Service Reps.
10%
File and retain branch and teller items. Monitor requests to process items such as checks, bonds and adjustments for Transit.
5%
Process documentation and release requests for paid loan files.
5%
Support all Document Management functions within the department to assist members and other departments. Some limited direct member interaction may occur.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge And Skills Experience
One to three years’ experience in a financial institution or similar environment. Experience in document recognition and record retention processes. Experience with confidential information and customer privacy. Proficiency with Microsoft Office 365.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Professional courtesy in dealing with others is required. Work typically involves contact within the organization, but direct member communication may occur via telephone or email.
Other Skills
Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position
ADA Requirements Physical Requirements
Must be able to stand, sit, bend or move to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 40 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone systems, photocopiers, facsimile, computer systems, 10-key and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be able to view computer terminals nd image readers for differing lengths of time.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental And/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Major Duties And Responsibilities
Weight
Description
Essential
50%
Prepare digital and physical documents for scanning, indexing, and filing in a timely manner by reviewing documentation for proper indexing fields, verifying legibility, and ensuring successful import to imaging system. Perform basic scanning equipment maintenance and troubleshooting.
15%
Create and maintain physical loan files for mortgage, home equity, and business loans. File, audit, and validate loan document files, security instruments and legal documents.
15%
Maintains the accuracy and integrity of the client portfolio files. This includes reviewing and adjusting new account entries and account revision work done by Customer Service Reps.
10%
File and retain branch and teller items. Monitor requests to process items such as checks, bonds and adjustments for Transit.
5%
Process documentation and release requests for paid loan files.
5%
Support all Document Management functions within the department to assist members and other departments. Some limited direct member interaction may occur.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge And Skills Experience
One to three years’ experience in a financial institution or similar environment. Experience in document recognition and record retention processes. Experience with confidential information and customer privacy. Proficiency with Microsoft Office 365.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Professional courtesy in dealing with others is required. Work typically involves contact within the organization, but direct member communication may occur via telephone or email.
Other Skills
Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position
ADA Requirements Physical Requirements
Must be able to stand, sit, bend or move to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 40 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone systems, photocopiers, facsimile, computer systems, 10-key and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be able to view computer terminals nd image readers for differing lengths of time.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental And/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Salary : $20 - $22