What are the responsibilities and job description for the Quality Control Specialist I position at Lake Trust Credit Union?
More Than A Job!
Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.
Benefits Include
Position is responsible for working with the Quality Control Team to review loan and deposit account documents for compliance with both procedural and regulatory requirements. Helping to identify areas of improvement. Additionally, making documents and information available electronically for staff to provide member service. Provide research for time sensitive staff requests sent through the ticketing system.
What You’ll Do
Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.
Benefits Include
- Financial wellbeing services
- 401(K) matching with up to 5% match
- Reduced health insurance
- Employee wellbeing services
- DE&I initiatives
- Work-life balance
Position is responsible for working with the Quality Control Team to review loan and deposit account documents for compliance with both procedural and regulatory requirements. Helping to identify areas of improvement. Additionally, making documents and information available electronically for staff to provide member service. Provide research for time sensitive staff requests sent through the ticketing system.
What You’ll Do
- Process Support Tickets by verifying document integrity, storing documents in the imaging system and fulfilling surface level research requests.
- Verify that all forms are accounted for as listed on the Records Transit logs.
- Prepare, scan and index documents into the imaging system.
- Verify integrity of record images stored in the imaging system.
- Ensure necessary deposit and loan account requests are fulfilled for the Credit Union in a timely manner.
- Process transaction receipts and input into the imaging system.
- Manage incoming records and disposition them according to record retention guidelines.
- Organize and maintain incoming documents according to record management guidelines.
- Perform quality assurance review of Membership Applications to ensure that necessary documentation has been provided.
- High School Diploma (GED) is required.
- One (1) years’ Financial Institution or similar experience.
- One to two (1-2) years’ experience with quality review and audit of documents is preferred.
- Experience with account opening and/or originating and servicing loans is required.
- Understanding of Credit Union policy and procedures related to deposit and lending products.
- Knowledge of Credit Union regulatory requirements for deposit and lending services.
- Experience with scanning and indexing documents into an enterprise record storage system is preferred.
- Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
- Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
- By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.