Company

Educational Federal Credit UnionSee more

addressAddressMiami, FL
type Form of workFull-Time
CategorySales/marketing

Job description

Job Summary
The Central Processing Specialist will receive, distribute, and process mail received by the Credit Union. This includes the distribution of inter-office correspondence and posting member transactions requested through mail. This position will also be responsible for opening new accounts through in support of other Credit Union departments.
Essential Functions and Position Duties
  • Collect mail from the post office and distribute throughout the Kendall headquarters.

  • Sort walk-in mail and distribute throughout the Kendall headquarters.

  • Prepare inter-office mail and send with the carrier each morning.

  • File closed account folders and other member information.

  • Pull titles from Paid Loan report and send to Lending.

  • Ensure accounts are appropriate file maintained for returned mail.

  • Accurately process member transactions through mail to include payments, deposits and transfers.

  • Work system clean-up reports related to incorrect or incomplete addresses.

  • Validate and perform file maintenance on accounts as requested by members.

  • Establish new accounts in support of other Credit Union departments (e.g. Member Outreach, deceased settlement).

  • Resolve member, employee and branch issues regarding mail deposits.

  • Prepare Verification of Deposit forms and other letters as requested by members.

  • Prepare and mail address change verification letters.

  • Image account documentation received via interoffice mail.

  • Audit and review daily Symforms and documents saved to imaging by frontline staff.

  • Perform other duties as assigned by management.

Job Type: Full Time
Requirements:
  • Associate's Degree - Preferred
  • 4-7 Years of Financial Services Experience
  • Effective Communication Skills
  • Organizational Skills
  • Time Management Skills
  • Problem-Solving Skills

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
The following are some benefits offered to employees:
  • Paid Holiday
  • Paid Birthday
  • Paid Sick and Personal Days
  • Paid Vacation
  • Retirement/401K with matching contributions
  • Medical, Dental and Vision Insurance
  • Life Insurance and Long Term Disability
  • Tuition reimbursement for Undergraduate and Graduate courses
  • Various Incentive Programs
  • Career opportunities
Refer code: 9111393. Educational Federal Credit Union - The previous day - 2024-04-20 11:12

Educational Federal Credit Union

Miami, FL
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