Operations Specialist I

Heart of LA Federal Credit Union • Pineville, LA

2d

About The Position

Role:
Provides support, organization and maintain various task, documents, and functions to ensure optimal smooth day to day operations.
Essential Functions & Responsibilities:
Live the Heart of Louisiana brand. Complete your mission of treating members and especially team members like family.
Responsible for providing administrative support, tracking activity, delivering quality service and collaborating effectively within the department and with management.

Performance Measurements:
Data Boarding:
Loan Packages - Mortgage, Business & Consumer
Service Packages - DMV, Insurance & Card Orders
Other - Related to Operations

Reports & Vendor Relations:
Process various reports: Card reports, insurance, title, collateral and audit.

Compliance & Licensing:
Ensure accordance with laws and regulations as it relates to operational task.
Stay current on products, policy, procedures, documentation, and processing practices.

Document Validation:
Verify the accuracy and completeness of transaction data.
Post Closing Review
Maintain proper filing & closing disclosures.

Teamwork & Collaboration:
Research and resolve any concerns promptly and professionally.
Draft and mail correspondence in relation to operations.
Answer & return calls.
Respond to emails, chat and other communication channels.
Provide member service functions as directed.

Perform other related job duties as assigned.

Requirements

• One year to three years of similar or related experience.
• A high school education or GED.
• Normal courtesy in dealing with others is required.
• Good attention to detail, able to see differences in words and numbers used to classify materials for filing.
• Good organizational skills, ability to multitask.
• Confidentiality a must.

Responsibilities

• Provides administrative support
• Tracking activity
• Delivering quality service
• Collaborating effectively within the department and with management
• Process various reports: Card reports, insurance, title, collateral and audit.
• Ensure accordance with laws and regulations as it relates to operational task.
• Stay current on products, policy, procedures, documentation, and processing practices.
• Verify the accuracy and completeness of transaction data.
• Post Closing Review
• Maintain proper filing & closing disclosures.
• Research and resolve any concerns promptly and professionally.
• Draft and mail correspondence in relation to operations.
• Answer & return calls.
• Respond to emails, chat and other communication channels.
• Provide member service functions as directed.
• Perform other related job duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees