• Document Specialist II

    Category Records Retention
    Job Locations US-TN-Tullahoma
    Job ID
    Active - Full Time Hourly
  • Overview

    Provide back office support for all member service representative at all financial centers, and other departments including but not limited to processing payoffs, TNOLs, filing noting of liens and responding to all email requests in a timely manner.


    • Assist members with inquiries and provide general information about the credit union and its loan policies by mail and telephone.


    • Ensure compliance with all governing regulations especially the Bank Secrecy Act requirements.


    • Prepare special weekly, monthly and quarterly reports, including, but not limited to, GAP, MRC, CUNA Insurance, Paid Loan Report, Loan Pledge Report, Ready Review, Advanced Due Date Report, Over the Limit Report, REG E, Unverified Address Change Report, etc. if required.


    • File and release titles and UCC1s.


    • Handle routine mail correspondence for Records Retention Department.


    • Process incoming mail, post payments and attach titles received to loan documents.


    • Process change of address requests.


    • Open and maintenance new accounts, including share, share draft, Christmas Club, secondary accounts and Money Market. Open new accounts from membership company sign ups and mail in requests.


    • Sort work received from branches and distribute daily.


    • Handle all email and fax requests received from personnel including verifying signatures.


    • Audit loans prior to filing.


    • Process and mail payoffs to other financial institutions received from all financial centers.


    • Process title guaranty request from insurance companies and follow up to assure payoff is received and title released. Make recommendations to members’ when Insurance company is not paying balance owed on loan.


    • Assist Lien Coordinator with follow up to dealerships on all TNOL’s to ensure liens are perfected within established time period.




    • Cross sell credit union services to the membership.


    • Read all internal publications including Source and Possibilities.


    Marginal Functions


    • Disburse loan advances on open-end loans.


    • Distribute loan minutes to appropriate personnel monthly.


    • Assist with auditing and maintenance of the new account paperwork. Prepare for scanning.


    • Update direct deposit, automatic transfer, and payroll deductions.


    • Perform other duties as required or assigned.


    • Two years college or equivalent experience. One to three years or similar or related experience.


    • Interviewing skills and/or previous financial experience desired.


    • Must be accurate in all loan transactions and teller transactions, including cash handling.


    • Must be an accurate typist.


    • Must be able to maintain numerical files and records accurately.


    • Excellent verbal communication skills to communicate professionally.


    • A high degree of poise and tact to represent the credit union positively in outside contacts.


    • Ability to organize and prioritize work with minimum supervision.


    • Ability to work on multiple projects with flexibility for changing priorities; the ability to work with constant interruptions.


    • Working knowledge of computer programs including Microsoft Word, Microsoft Outlook, Excel and the internet.


    • Regular and reliable attendance is required.


    • Possession of a valid, unrestricted driver’s license.


    • Must have ability to operate or have ability to be trained to operate related office equipment including calculator, coin counter, check and receipt printers, computer terminal (PC), fax machine, photocopier, telephone and typewriter.


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