IRA/HSA Compliance & Records Specialist

Technology Credit Union; San Jose (CA); Hybrid; USD 72,000 - 98,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Paid Holidays

PTO (Paid Time Off)

VTO

Job summary

Technology Credit Union is seeking a Retail Information and Support Specialist to coordinate documentation for retail and business inquiries and to serve as a central contact across teams. You will research policies, compile materials, and maintain repositories while ensuring timely, accurate information delivery.

The role supports IRA/HSA administration, performs quality reviews, and prepares compliance reporting in a fast-paced, regulated environment.

Qualifications

• 3+ years of banking experience including solid IRA/HSA documentation experience.
• Knowledge of regulatory environment and financial operations.
• Proficient in handling account documentation, audits, and compliance reviews.

Responsibilities

• Coordinate and organize documentation for retail and business inquiries.
• Act as central contact between cross-functional teams to deliver information on time.
• Research policies and processes and obtain supporting materials from SMEs.
• Maintain document repositories and ensure data integrity.
• Perform first- and second-level quality reviews of account documents and data changes.
• Prepare operational, audit, and compliance reports for management.
• Support IRA/HSA account administration and vendor liaison activities.

Skills

Regulatory knowledge

IRA/HSA expertise

Documentation

Attention to detail

Communication

Team collaboration

Education

A.A. Degree or equivalent

Tools

Microsoft Office

Job description

Technology Credit Union is seeking a Retail Information and Support Specialist to coordinate documentation for retail and business inquiries and to serve as a central contact across teams. You will research policies, compile materials, and maintain repositories while ensuring timely, accurate information delivery.

The role supports IRA/HSA administration, performs quality reviews, and prepares compliance reporting in a fast-paced, regulated environment.