Bellco Credit Union
Document Administration Specialist II
Bellco Credit Union, Greenwood Village, Colorado, United States
Application deadline is 5 days after the date the role was posted.
Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
LOCATION:
Corporate
DIVISION:
SVP-CMXO
FUNCTION DESCRIPTION Document Administrative Specialist II is responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit union’s documents. Research documentation needed for internal and external member requests, summons, subpoenas. In addition, this position is responsible for maintaining department documentation, reports and records in accordance with established retention policies and NCUA regulations as well as the Gramm Leach Bliley Act. Must have strong knowledge in all Document Administration Rep I processes. Responsible for the preparation, storage, and retrieval of archived documents with our storage vendor. Responsible for monitoring incoming calls from virtual receptionist.
ORGANIZATIONAL RELATIONSHIPS Reports to: Sr. Manager – Operations Relationship
Supervises: None
Contacts: Frequent contact with other credit union employees and some contact with vendors and service personnel.
QUALIFICATIONS/REQUIREMENTS Education: High School Diploma or equivalent
Experience: Minimum one year experience in financial services, experience balancing General Ledger accounts and successful document administration experience.
Skills: Manual dexterity to input data on a keyboard i.e. computer, calculator, telephone
Visual ability to interpret data
Communicate effectively in person and in writing to all levels of employees in the credit union and CUSO
Deductive reasoning skills
Extreme attention to detail to minimize risk with member and credit union data
Ability to tactfully question or actively listen to employees, either in person or on the telephone, to determine specific needs
Ability to perform mathematical calculations with speed and accuracy
Ability to multitask and perform with frequent interruptions
Equipment: Keyboard and visual monitor, printers, multi-function copier/scanner, telephone, personal computer, and document scanner
ESSENTIAL FUNCTIONS
Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
Prepares records for archive and actively maintains accurate record of archive items, including Internet retrieval, assist in working through historic paper records to fully digitize.
Assemble files in member/account number order and maintain an organized file room.
Receives and reviews incoming mail for processing which include loan payments and deposits.
Research, analyze, and resolve MemberConnect Requests assigned, primarily letters, statements, check copies and documents requested by members; successfully meeting established SLA’s.
Complete card stock requests from branches; assist with monthly audit as needed. Alert management when new orders need to be placed.
Assist Sr. Document Administration Specialist and Document Administration Specialist III with research associated with summons, subpoenas, etc. in a timely manner.
Assists in scanning and uploading files into the core retention system.
Act as gatekeeper for controlled records, ensuring documents are appropriately protected.
Handles virtual receptionist which will require independent thinking and research based on the type of request.
Participates in team projects.
Assists with scanning, reviewing, and uploading Correspondent and participated loans.
Back up Document Administration Specialist I as volume demands.
Proactively supports corporate and departmental goals.
Regular and punctual attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS Office environment
Frequent lifting, bending, standing, and sitting
Lifting up to 30 pounds
BENEFITS Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401(k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
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Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
LOCATION:
Corporate
DIVISION:
SVP-CMXO
FUNCTION DESCRIPTION Document Administrative Specialist II is responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit union’s documents. Research documentation needed for internal and external member requests, summons, subpoenas. In addition, this position is responsible for maintaining department documentation, reports and records in accordance with established retention policies and NCUA regulations as well as the Gramm Leach Bliley Act. Must have strong knowledge in all Document Administration Rep I processes. Responsible for the preparation, storage, and retrieval of archived documents with our storage vendor. Responsible for monitoring incoming calls from virtual receptionist.
ORGANIZATIONAL RELATIONSHIPS Reports to: Sr. Manager – Operations Relationship
Supervises: None
Contacts: Frequent contact with other credit union employees and some contact with vendors and service personnel.
QUALIFICATIONS/REQUIREMENTS Education: High School Diploma or equivalent
Experience: Minimum one year experience in financial services, experience balancing General Ledger accounts and successful document administration experience.
Skills: Manual dexterity to input data on a keyboard i.e. computer, calculator, telephone
Visual ability to interpret data
Communicate effectively in person and in writing to all levels of employees in the credit union and CUSO
Deductive reasoning skills
Extreme attention to detail to minimize risk with member and credit union data
Ability to tactfully question or actively listen to employees, either in person or on the telephone, to determine specific needs
Ability to perform mathematical calculations with speed and accuracy
Ability to multitask and perform with frequent interruptions
Equipment: Keyboard and visual monitor, printers, multi-function copier/scanner, telephone, personal computer, and document scanner
ESSENTIAL FUNCTIONS
Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
Prepares records for archive and actively maintains accurate record of archive items, including Internet retrieval, assist in working through historic paper records to fully digitize.
Assemble files in member/account number order and maintain an organized file room.
Receives and reviews incoming mail for processing which include loan payments and deposits.
Research, analyze, and resolve MemberConnect Requests assigned, primarily letters, statements, check copies and documents requested by members; successfully meeting established SLA’s.
Complete card stock requests from branches; assist with monthly audit as needed. Alert management when new orders need to be placed.
Assist Sr. Document Administration Specialist and Document Administration Specialist III with research associated with summons, subpoenas, etc. in a timely manner.
Assists in scanning and uploading files into the core retention system.
Act as gatekeeper for controlled records, ensuring documents are appropriately protected.
Handles virtual receptionist which will require independent thinking and research based on the type of request.
Participates in team projects.
Assists with scanning, reviewing, and uploading Correspondent and participated loans.
Back up Document Administration Specialist I as volume demands.
Proactively supports corporate and departmental goals.
Regular and punctual attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS Office environment
Frequent lifting, bending, standing, and sitting
Lifting up to 30 pounds
BENEFITS Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401(k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
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