Operations Detail Analyst - IRA Specialist

Communication Federal Credit Union•Oklahoma City, OK

About The Position

Communication Federal Credit Union has proudly served its members for over 80 years and we've been ranked #1 Credit Union in Oklahoma by multiple sources during that time. We attribute our continued success to our strong commitment to local communities, providing financial education, and supporting local organizations. Our motto is "Connecting With You" and we believe connections are central to all that we do. Our commitment to community is a big part of who we are as a credit union and remains an important characteristic of our culture. Our Great Employee Benefits Include: Competitive Pay, Advancement Opportunities & Performance Incentives 11 Paid Holidays - $1,000 Welcome Bonus after 90 days Multiple Benefits plans/options including Medical, Dental, Vision, STD/LTD etc. 200% 401(k) Match up to 5% Tuition/Educational Assistance & many other Perks & Discounts for Employees Position Summary: Responsible for the inspection and verification of all required information and documentation related to high-risk operations and quality controls in accordance with credit union policies and regulatory requirements with an emphasis on the management and maintenance of all IRA and related products. Who You Are: Professional, well-developed written and oral communication skills. Effective interpersonal skills to collaborate with outside parties, members, and co-workers. Basic mathematical skills/knowledge including addition, subtraction, multiplication and division. Strong attention to detail and accuracy required, with ability to organize and prioritize tasks to meet deadlines. Successfully adapt to workflow changes, manage competing demands and handle frequent change or unexpected delays. events. What You Will Do: Verifies account information is complete and accurate to all compliance requirements, including but not limited to: BSA, MIP, Red Flag, and any other aspect specific to this process. Responsible for reporting and monitoring all errors and missing data and working with individuals in other departments or branches to ensure that all errors and necessary corrective measures are completed on a timely basis. Assists with processing various quality control reports in a timely manner. Assuring that documentation necessary for the completion of these reports is complete and accurate. Demonstrates a thorough knowledge of all types of account ownership and classifications, with a broad understanding of credit union policies, procedures, and services. Ensures that member privacy is maintained at a high level while monitoring for fraudulent and deceptive practices. Answers calls and takes messages from members and other employees when they have Operations related questions and ensures correspondence from CFCU departments is returned in a timely manner. Communication Federal Credit Union is an equal opportunity employer. We value and strive to provide a diverse workplace free of discrimination. We do not engage in unlawful employment based on gender, gender identity, race, sex, sexual orientation, age, disability, religion, or national origin. We make every effort to provide an environment where every employee feels respected and valued.

Requirements

Minimum three (3) years' experience required in a financial institution, lending environment or customer service position.
High school diploma or G.E.D.
Any combination of education, training and experience providing required knowledge and skills to perform essential functions.
Professional, well-developed written and oral communication skills.
Effective interpersonal skills to collaborate with outside parties, members, and co-workers.
Basic mathematical skills/knowledge including addition, subtraction, multiplication and division.
Strong attention to detail and accuracy required, with ability to organize and prioritize tasks to meet deadlines.
Successfully adapt to workflow changes, manage competing demands and handle frequent change or unexpected delays. events.

Responsibilities

Verifies account information is complete and accurate to all compliance requirements, including but not limited to: BSA, MIP, Red Flag, and any other aspect specific to this process.
Responsible for reporting and monitoring all errors and missing data and working with individuals in other departments or branches to ensure that all errors and necessary corrective measures are completed on a timely basis.
Assists with processing various quality control reports in a timely manner.
Assuring that documentation necessary for the completion of these reports is complete and accurate.
Demonstrates a thorough knowledge of all types of account ownership and classifications, with a broad understanding of credit union policies, procedures, and services.
Ensures that member privacy is maintained at a high level while monitoring for fraudulent and deceptive practices.
Answers calls and takes messages from members and other employees when they have Operations related questions and ensures correspondence from CFCU departments is returned in a timely manner.