Performs a variety of clerical, administrative or operational support duties in the department. Performs data entry; verifies the accuracy of data, processes workflows, writing exceptions to meet standards and deadlines. Processes and performs quality audits of new paperwork for loans. Filing title documents and other materials, retrieving and releasing documents and records. Audits titles and UCC documentation, performs research, responds to questions, releasing titles and liens.
Job Description
Essential Duties and Responsibilities
- Documents and processes departmental work, including but not limited to; verifying for accuracy and completeness, performing research, filing title documents and other materials, retrieving and releasing documents and records. Maintains records of work performed.
- Performs specialized data entry to prepare a variety of standard materials, documents and reports; updates computer records and databases; completes and processes standard forms related to areas of responsibility.
- Provides information and guidance to employees regarding titles, and UCC’s paperwork requirements; Submits documents for lien recording to the appropriate Department of Motor Vehicles and/or Secretary of State’s office; Audits title and UCC paperwork for accuracy and completeness; sends exceptions for correction through relevant system workflow.
- Utilizes system workflows to process title work including, but not limited to; the Paid List, Dealer List and title requests. Performs research, releases titles and liens and mails title and/or UCC to appropriate party.
- Operates computers, copiers, optical imaging, mail and other related standard office and processing equipment. Works in a variety of systems, including but not limited to: Core, Unity, Meridianlink, ALTS and Premier eTtile lien.
- Responds to incoming calls, faxes, emails and mail pertaining to titles and UCCs. Collects information from various State Motor Vehicle Offices to determine the requirements for securing a lien on collateral.
- Follows up with relevant parties to ensure lien is recorded in a timely manner, including but not limited to; members, dealerships, State Motor Vehicle Offices, Secretary of State and Coast Guard.
- Works with members and insurance companies to complete Letter of Guaranty requests regarding vehicles that are considered a ‘total loss’.
Company Wide Expectations
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Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.
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Delivers friendly, caring service to internal and external members.
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Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures.
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Follow all physical and online security procedures and maintain strict confidentiality of all member information.
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Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services.
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Works scheduled hours and maintains punctuality.
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Performs other related duties as assigned or requested.
EDUCATION/EXPERIENCE
Minimum Qualifications
To perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required.
An equivalent combination of education and experience may be considered.
Education Requirement
Experience Requirement
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Required - 1 Year - Administrative or clerical experience in a financial institution
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Required - 1 Year - Experience with Hyland Onbase and lending or titles
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Preferred - Lending Background and knowledge of Unity, Core and Meridianlink
Skills/Abilities
- Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction.
- Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.
- Resolve problems utilizing knowledge and experience.
- Communicate in a professional manner and deliver information clearly and effectively. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations.
- Use correct English including spelling, grammar and punctuation.
- Operate computers and use business software and other standard office equipment.
- Understand and follow written and oral instructions.
- Set priorities and manage one’s own time effectively.
PHYSICAL DEMANDS
Physical Demands Disclaimer
The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
- Constant standing, sitting, walking, bending and climbing.
- Using hands repetitively to handle, feel or operate computers and other standard office equipment.
- Reaching with hands and arms.
- Good hearing, in regular proximity and in louder work environments including but not limited to; warning signals and operating equipment sounds.
- Good vision, including but not limited to; close and long vision, depth perception and ability to distinguish color and shades.
- Lifting and carrying up to 50 pounds.
WORK ENVIRONMENT
Work Environment Disclaimer
An employee in this job will experience the following main work environments, others not listed may also be encountered on occasion;
Work Environment
Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.
We are proud to be a Drug-Free and Tobacco Free Workplace.
Please see the job description for required or recommended skills.
Please see the job description for benefits.