Transaction Specialist

Service Credit Union•Rochester, MN

5d•Hybrid

About The Position

The Transaction Specialist plays a strategic role in ensuring efficient, compliant, and member-centric delivery of key operational functions as they relate to all loans held by SFCU. This role is also responsible for ensuring alignment of departmental performance with organization goals, and fosters a culture of excellence, control, and continuous improvement. Will recognize superior member service and the protection of the credit union’s assets as the primary responsibilities.

Requirements

Superior member service skills and professionalism
Experience with banking systems and technologies and their relationship to business functions, practices, and processes preferred.
Strong interpersonal skills and ability to solicit participation and input from others, including the ability to establish strong rapport and credibility with business teams.
Strong problem solving and analytical skills.
Ability to work independently and in a team environment.
Ability to communicate clearly and effectively verbally and in writing.
Proficient with Excel, Microsoft Outlook, Word, Power point, and various web-based applications
Willingness to work extended hours, including weekends, as responsibilities require.
Flexibility in a hybrid work environment
Ability to prioritize and organize work duties
High School diploma or equivalent required.
Minimum 1-year experience in a related field desired.
Financial industry experience desired.
Customer service experience desired.

Nice To Haves

Enter experience and years of experience.
Required? Preferred?
Certification(s):

Responsibilities

Contribute to department SLA/KPIs as they relate to SFCU’s overall strategic plan
Contribute to ensuring all loan servicing responsibilities are consistently accomplished with maximum proficiency and efficiency
Post all incoming checks to include but not limited to Payments Payoffs Deposits GLs
Complete any miscellaneous requests in writing to include check withdrawal, wire transfers
Consistently review procedures and business practices to keep current with technological advances
Recommend and draft new and revised policies/procedures for loan servicing responsibilities as needed
Contribute to monthly, quarterly, and year-end reporting.
Ensure all mail operation responsibilities are consistently accomplished in accordance with SFCU, CFPB and NCUA policies, and in compliance with state and federal regulations.
Assist in preparation of requested documentation for audit
Maintain reporting throughout the year that will be used for audit review
Implement suggested modification of process as mandated by audit review
Full comprehension of the core system
Maintain confidentiality regarding credit union policies and procedures, member financial data, personal information, and work-related events.
Provide quality support and maintain a professional relationship with peers, management, other staff, and members through cooperation, mutual trust, and respect.
Understand the Service Federal Credit Union mission, vision, and corporate goals as they relate to the position, department, and credit union.
Perform other duties as assigned.