Member Records Processor
Job Description
Member Records Processor (clerical)
Summary
PenFed is hiring a Member Records Processor in Alexandria, VA. The primary purpose of this job is to process and retain records according to policy and procedure, assisting in the research and retrieval of all types of records as requested.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
Retrieve various types of member records as requested by other PenFed branches and departments by providing all necessary information Sort incoming mail from various branches and departments Ensure that all documents (e.g. signature cards, promissory note, credit card disclosures, etc.) have a barcode or a barcode cover page and generate abarcode cover page , when necessary Research and retrieve requests for member data using HOGAN/Penguin, XIMG, Mobius, OTTS/Dealer Track, FDR, all Retrieval Systems and Kodak 3000DV Plus Digital Scanner Perform preventative maintenance on the Kodak 300DV Plus Digital Scanner, and the Kodak i4600 Digital Scanner Provide member information via telephone, email, and fax to PenFed employees Purge microfiche for closed accounts as stated in the retention schedule, policies and procedures Maintain a working knowledge of PenFed’s recordkeeping history, which is essential in locating member data Assist in ensuring the security of the Member Records area by monitoring unauthorized employee access Maintain daily production reports on a regular basis Assist in all areas of Member Records including audits and special projects as needed Send follow-up letters to members in order to retrieve necessary loan documents needed to complete a loan package Code promissory notes, credit card disclosures and other necessary loan documents into the Hogan and/or the Penguin systems Make follow-up calls to members who have not returned necessary loan document(s) or who incorrectly completed loan document(s) needed to complete a loan package Generate Itemization letters per member request Enter necessary remarks into the Hogan/Penguin database Setup loan payments Prepare incoming documents to be scanned, including merger files Pull member statements via Mobius, microfiche and/or the intranet Send general emails to various branches and departments, when necessary Forward incoming documents (e.g. credit card disclosures, titles, insurance, checks, insurance disclosure, etc.) to the necessary departments (e.g. credit card, collateral control, item processing, mortgages and bank recon) for processing as received Prep incoming Daily Work for scanning and complete Daily Work Scanning log using JetForm 165 Update necessary member number changes on microfiche and XIMG Order Supplies (e.g. toner, envelopes and patch sheets) Fold and send out 30/60/90 day letters (e.g. welcome letters, promissory notes, credit card/insurance disclosures) Assist in training new employees within the department Index rejects for the various retrieval systems (e.g. Mortgage, Daily Work and Mem Docs Retrieval system) Deliver mortgage files/boxes to other employees at the Alexandria location Update bad addresses, resend bad addresses to members, forward bad addresses to DCC Fix/maintain printers and also call the printer company when printer is not working Pack up with merger branches FedEx checks and various documents to various location and members Pick up mail and other documents from various departments Pick up/escort vendors to and from the Security Desk.
Education and Experience
Equivalent combination of education and experience is considered.
High School diploma or equivalent is required Basic computer skills are necessary Good written and verbal communication skills Working knowledge of microfiche and microfilm equipment preferred The incumbent must be able to lift/move boxes
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There Are No Additional Certifications Required For This Position.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Travel
Limited travel to various worksites is required.
Summary
PenFed is hiring a Member Records Processor in Alexandria, VA. The primary purpose of this job is to process and retain records according to policy and procedure, assisting in the research and retrieval of all types of records as requested.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
Retrieve various types of member records as requested by other PenFed branches and departments by providing all necessary information Sort incoming mail from various branches and departments Ensure that all documents (e.g. signature cards, promissory note, credit card disclosures, etc.) have a barcode or a barcode cover page and generate abarcode cover page , when necessary Research and retrieve requests for member data using HOGAN/Penguin, XIMG, Mobius, OTTS/Dealer Track, FDR, all Retrieval Systems and Kodak 3000DV Plus Digital Scanner Perform preventative maintenance on the Kodak 300DV Plus Digital Scanner, and the Kodak i4600 Digital Scanner Provide member information via telephone, email, and fax to PenFed employees Purge microfiche for closed accounts as stated in the retention schedule, policies and procedures Maintain a working knowledge of PenFed’s recordkeeping history, which is essential in locating member data Assist in ensuring the security of the Member Records area by monitoring unauthorized employee access Maintain daily production reports on a regular basis Assist in all areas of Member Records including audits and special projects as needed Send follow-up letters to members in order to retrieve necessary loan documents needed to complete a loan package Code promissory notes, credit card disclosures and other necessary loan documents into the Hogan and/or the Penguin systems Make follow-up calls to members who have not returned necessary loan document(s) or who incorrectly completed loan document(s) needed to complete a loan package Generate Itemization letters per member request Enter necessary remarks into the Hogan/Penguin database Setup loan payments Prepare incoming documents to be scanned, including merger files Pull member statements via Mobius, microfiche and/or the intranet Send general emails to various branches and departments, when necessary Forward incoming documents (e.g. credit card disclosures, titles, insurance, checks, insurance disclosure, etc.) to the necessary departments (e.g. credit card, collateral control, item processing, mortgages and bank recon) for processing as received Prep incoming Daily Work for scanning and complete Daily Work Scanning log using JetForm 165 Update necessary member number changes on microfiche and XIMG Order Supplies (e.g. toner, envelopes and patch sheets) Fold and send out 30/60/90 day letters (e.g. welcome letters, promissory notes, credit card/insurance disclosures) Assist in training new employees within the department Index rejects for the various retrieval systems (e.g. Mortgage, Daily Work and Mem Docs Retrieval system) Deliver mortgage files/boxes to other employees at the Alexandria location Update bad addresses, resend bad addresses to members, forward bad addresses to DCC Fix/maintain printers and also call the printer company when printer is not working Pack up with merger branches FedEx checks and various documents to various location and members Pick up mail and other documents from various departments Pick up/escort vendors to and from the Security Desk.
Education and Experience
Equivalent combination of education and experience is considered.
High School diploma or equivalent is required Basic computer skills are necessary Good written and verbal communication skills Working knowledge of microfiche and microfilm equipment preferred The incumbent must be able to lift/move boxes
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There Are No Additional Certifications Required For This Position.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Travel
Limited travel to various worksites is required.
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Job Summary
- Date Posted : 6 years ago
- Job Type : Full Time
- Location : Alexandria, EG, Egypt
About company
- Company Name : PenFed Credit Union