Information Governance Specialist 1

UFCU•Austin, TX

1d•Hybrid

About The Position

Under the supervision of the Department Manager and with a strong attention to detail, the Information Governance Specialist I will utilize information from written instructions and established procedures to accomplish assigned tasks. Assigned tasks will include, but not limited to: records retention and destruction; the facilitation and fulfillment of subpoena requests along with various records research and service requests; assisting UFCU Legal team with garnishment, receivership and levy account holds and member notification; assisting Compliance and Vendor Management as needed; Verification of Deposit (VOD) and return mail processing; and looking for, recommending, and implementing with guidance efficiencies within all processes assigned to the Department. The Information Governance Specialist I is a non-exempt position.

Requirements

Strong knowledge of credit union policies and regulations.
Strong knowledge of Microsoft Word®, Microsoft Excel®, UFCU Core processing system(S) and Systemware®.
Proficient written, verbal, interpersonal, collaborative, and active listening communication skills.
Positive and member-centered mindset, with proactive approach to address problems and provide solutions.
Expert attention to detail and accuracy.
Strong organizational and time management skills.
Ability to work with internal employees, earn their trust and cooperation.
Ability to interpret a variety of instructions furnished in written, diagram, or schedule form.
Ability to prioritize multiple projects and work to meet deadlines.
Ability to work collaboratively in a fast-paced, diverse, and demanding environment.
Ability to train and mentor less experienced team members on technical aspects of the role.
Minimum of one (1) year of financial institution experience required.
Minimum of one (1) year of experience in environments with substantial repetitive work, such as data entry required.
Strong attention to detail and ability to complete repetitive tasks accurately
Organizational skills to manage assigned work, documents, queues, and follow-up items
Specialized research and problem-solving skills to identify missing information and route issues appropriately
Clear written and verbal communication skills for internal updates, documentation, and handoffs
Ability to navigate multiple systems and tools while maintaining accuracy and confidentiality
Time management skills to meet service expectations in a high-volume operational environment
Must be bondable.
High School Diploma or equivalent

Nice To Haves

2-3 years of experience working with UFCU systems, technologies, and operational processes
Proven ability to thrive in a fast-paced, agile environment, adapting quickly to changing priorities while maintaining accuracy and efficiency

Responsibilities

Utilize information from written instructions and established procedures to complete various processes.
Consistently meet process deadlines.
Facilitate information gathering for subpoenas to assist various law enforcement entities and civil practitioners working on and investigating legal cases involving UFCU members.
Work closely with UFCU’s Legal Department to facilitate the processing of legal garnishments, receiverships and levy holds and comments on UFCU accounts. Sending notification to members.
Hard copy and electronic records disposition and destruction.
Verification of Deposit (VOD) and reverification process.
Return mail processing, and recommendations for the efficiency thereof.
Respond accurately, directly, and succinctly to routine questions from team members and external customers to fulfill UFCU department service requests as expeditiously as possible to meet service level agreements.
Use clear and simple language to get the message across.
Free sharing of all relevant and useful non-confidential information to appropriate stakeholders.
Follow-up with requests as expeditiously as possible.
Complete all required training by applicable deadlines.
Assimilate and apply new job information on an ongoing basis.
Actively participate in self-development programs to develop additional technical and personal knowledge and skills.
Cross-train in multiple areas of the Department and continues to gain more knowledge.
Provides timely, complete and accurate responses to inquiries internally and externally.
Perform other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.