Document Management Associate

Southwest Airlines Federal Credit UnionDallas, TX
Onsite

About The Position

The Document Management Associate is responsible for performing a variety of support duties including prepping, scanning, and indexing all Credit Union documents and records. Ensure all Credit Union and member related documents are stored and identified in the Synergy system accurately and timely.

Requirements

  • Prepping, scanning, and indexing all Credit Union documents and records.
  • Ensuring all Credit Union and member related documents are stored and identified in the Synergy system accurately and timely.

Responsibilities

  • Physically scanning and indexing all processed paper documents.
  • Indexing all digitally processed documents.
  • Monitoring the Synergy exception queue and properly reindexing documents for accurate storage.
  • Assisting the IT Department with Service Events related to documents that cannot be located by staff.
  • Accurately identifying documents with Unassigned status.
  • Facilitating the creation of necessary document types to move the Unassigned documents to the proper Synergy cabinet.
  • Scanning and balancing checks processed by the Finance Department into TranzCapture for inclusion in the Credit Unions daily cash letter deposit.

Benefits

  • FREE health insurance
  • FREE dental insurance
  • FREE vision insurance
  • FREE life insurance
  • FREE short-term and long-term disability
  • FREE employee checking account
  • Paid Time Off up to 3 weeks per year
  • 13 Paid Holidays
  • Flexible Spending Accounts
  • 401(k) plans with employer match
  • Tuition reimbursement
  • Casual dress code
  • Ongoing training through classroom and online formats
  • Employee recognition programs
  • Employee committees that promote culture, fun, and wellness
  • Monthly company-wide activities for our employees, like Baseball Day, Chocolate Chip Day, Summer Luau, Say Something Nice Day, Biggest Loser, and a Step Challenge
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