Retail Processor (Temporary Part-Time, 24hrs per week)

Description

COME GROW WITH US!

We recently opened 2 new branches and are looking for talented and motivated individuals to join our team.

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams.

Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.

Our values are at the heart of everything we do. We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.

POSITION DESCRIPTION

Position Title: Retail Processor (Temporary Part-Time, 24hrs per week) 

Department: Branch Operations 

Classification: Non-Exempt

Salary Range: $19.54-$24.43 an hour depending on experience

REPORTING RELATIONSHIPS

Position reports to: Retail Leadership

Positions Supervised: None

POSITION PURPOSE

Responsible for data processing into loan system and maintaining documentation for accuracy and compliance. Perform a variety of administrative support related to closing consumer loans in the Retail branch network. Additional responsibilities include processing all mail transactions. Perform all responsibilities in accordance with agreed service standards, federal/state regulations and credit union policies and procedures. Daily work will involve cultivating and maintaining positive relationships with employees and members. 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Develop and maintain positive relationships with both department and branch employees
2. Ensure timely follow up and adherence to service standards set 
3. Process loan funding for all consumer loans generated through Retail Banking
4. Process all mail transactions, ensure proper follow up and provide necessary reporting 
5. Provide timely and accurate administrative support
6. Ensure quality control is performed on all loan packets and that all documentation and data is complete, accurate and meeting compliance standards
7. Successfully completes critical aspects of deliverables with a hands-on approach
8. Performing additional duties as assigned or requested

Requirements

Education/Certification: Associates degree in Business or related field experience. A comparable combination of education and experience may be considered. 

Required Knowledge: Basic understanding of financial industry. Working knowledge of Bank Secrecy Act (BSA)

Skills/Abilities: 

• Working knowledge of Microsoft WORD, EXCEL, Outlook, PowerPoint, portal/intranet software, and ability to learn windows-based programs.
• Working knowledge of office equipment including but not limited to; computer, printer, fax, scanner, copier, etc.
• Ability to work in a fast-paced environment
• Project professional image at all times
• Highly organized and detail oriented<