Member Records Processor

Pentagon Federal Credit Union-posted 10 months ago

Full-time • Entry Level

Alexandria, VA

Credit Intermediation and Related Activities

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Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it's about being a part of the PenFed family. PenFed is hiring a Member Records Processor to work onsite at our Alexandria, Virginia service center. The incumbent is responsible for processing all aspects of documents (physical & digital) which includes conversion of backlog records and go forward records by ensuring scalable processes covering document identification, preparation, classification, sorting, scanning, indexing, quality control and shredding. Ensure that records are stored and purged in accordance with PenFed policies and procedures as well as NCUA and state regulations.

Identify all documents associated with a Credit Union like Member, Non-Member, Corporate and other documents for downstream processing
Ensure that all incoming documents have a barcode and/or generate barcode cover sheet for conversion to digital processing
Research member profiles within mainframe and Salesforce, retrieve member documents from Nautilus Enterprise Document Repository, or legacy systems using Kodak 3000DV Plus Digital Scanner
Purge microfiche for closed accounts as stated in the retention schedule, policies and procedures
Experience with Microsoft suite of Office 365 applications
Update and maintain working knowledge of PenFed's recordkeeping procedure
Assist in ensuring the security of the Member Records area by monitoring unauthorized employee access
Maintain daily production reports on a regular basis and achieve document processing targets
Collaborate with the local team and virtually with other service center member records processors and managers
Assist in all areas of Member Records including internal and external audits, and special projects as needed
Prepare incoming documents to be scanned, including merger files following strict deadlines
Retrieve member statements via Mobius, microfiche
Review and update necessary member number changes on microfiche and XIMG
Reindex rejected documents into the Nautilus Document Management System
Fix/maintain printers/scanners and call the vendor when device is not working
Raise ticket and coordinate with IT for any hardware or software issues
Pick up/escort vendors to and from the Security Desk

High School diploma is required
Three to four years of experience in records management and document management space and digital document conversion programs with a Credit Union/ Bank required
Excellent computer skills including using enterprise document management repositories and related platforms required
Expertise in document scanning, preferably Kodak scanners, using & configuring OCR/Capture tools for document indexing required
Experience with document identification, preparation, scanning, indexing and QA process of credit union / banking space required
Previous experience in large volume paper document conversion to digital required
Excellent verbal and written communication skills with attention to detail
Great interpersonal skills including working with diverse team members preferred
Experience of document classification and ingestion processes required
Working knowledge of microfiche and microfilm equipment preferred
Must be able to lift/move 50-pound boxes

Financial Services, Banking or Credit Union industry experience preferred

Robust medical, dental and vision plan options
Plenty of paid time off
401k with employer match
On-site fitness facilities at our larger locations

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