Processing Management Intern

Advancial Federal Credit UnionDallas, TX
$16 - $18Hybrid

About The Position

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

Requirements

  • Current enrollment in high school, college, or trade school is required.

Responsibilities

  • Assist the file room representative with the maintenance of paper documents that are maintained by the organization.
  • Assist with retrieving records as needed and ensure system is well organized.
  • Maintain the integrity of the confidential records stored in the file room.
  • Pull the backlog of closed indirect loan contracts and prepares them for Iron Mountain storage.
  • Update ANET tracking records for files sent to Iron Mountain.
  • Check files at regular intervals to ensure all items are correctly sequenced and placed.
  • Respond to internal staff requests for files or documentation located in the file room.
  • Complete Processing Management projects within required timelines.
  • Provide backup support for various Processing Management duties as needed.
  • Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners.
  • Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.
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