Lake Trust Credit Union
Quality Control Specialist I
Lake Trust Credit Union is seeking a new Quality Control Specialist I to join our team. This role will collaborate with the Quality Control Team to review loan and deposit account documents for compliance with procedural and regulatory requirements, identify areas for improvement, and provide electronic access for staff and member service.
Job Summary 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.
What You’ll Bring
High School Diploma (GED) is required.
One (1) year of 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.
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
What You’ll Get
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.
Other Information Seniority level: Entry level
Employment type: Full-time
Job function: Quality Assurance
Industry: Banking
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Job Summary 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.
What You’ll Bring
High School Diploma (GED) is required.
One (1) year of 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.
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
What You’ll Get
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.
Other Information Seniority level: Entry level
Employment type: Full-time
Job function: Quality Assurance
Industry: Banking
#J-18808-Ljbffr