Research and Records Generalist

Apple Federal Credit Union; Fair Oaks (VA); On-site; USD 38,000 - 48,000; Full time

Job summary

Apple Federal Credit Union in Fairfax, VA is seeking a Research and Records Generalist to handle mailroom duties, document processing, and records management. You will operate imaging systems, balance deposits, and ensure regulatory compliance while supporting branches.

This role emphasizes accuracy, attention to detail, and teamwork; occasional travel to the Post Office and no remote work. Candidates should have at least 1 year in financial services and strong communication skills.

Qualifications

• Minimum twelve months of financial institution or cash handling experience is helpful.
• A high school education or GED.
• Excellent oral and written communication skills.
• Strong analytical, research and problem-solving abilities.
• Ability to lift up to 50 lbs and operate standard office equipment.

Responsibilities

• Supports mailroom operations by sorting incoming and outgoing interdepartmental mail, delivering mail to branches, receiving and recording expedited delivery packages and affixing appropriate postage to items using a postage meter.
• Issues office supplies to credit union personnel and departments following established procedures.
• Processes mailed member deposits, loan payments and deposits through Remote Deposit Capture or scanners while ensuring personal teller activity and general ledger entries are balanced.
• Performs quality assurance of account documentation to ensure regulatory compliance.
• Processes USPS returned mail to ensure member addresses are up to date across applicable platforms.
• Inputs records into corporate imaging systems via scanning devices or imported documentation and classifies results by type through data entry.
• Facilitates research requests for document retrieval and nightly settlement at the branch level.
• Reconciles settlement files with core processing results and submits to the Federal Reserve by the deadline.
• Receives, sorts and files daily work from branches and departments and assists in labeling and maintaining of records for cold storage.
• Escorts document destruction vendor and logs onsite destruction at Headquarters facility.
• Directs visitors to the appropriate location and notifies staff of their arrival.

Skills

Communication skills

Analytical thinking

Multi-tasking

Education

High School Diploma or GED

Job description

Why Join Apple?

At Apple Federal Credit Union, we're more than a financial institution; we're a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we're committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.

Why Work at Apple FCU

• Recognized as a WTOP Top Workplaces (2026)
• Collaborative, welcoming environment with forward-thinking leadership
• Competitive, comprehensive benefits package, including:
  • Medical, dental and vision coverage
  • 401(k) with employer match
  • Paid time off and 11 paid federal holidays
  • Paid volunteer time to give back
  • Tuition reimbursement and ongoing training opportunities
  • Annual TEAM Bonus plan.

Job Duties

Under general supervision, but following established policies and procedures, the Research and Records Generalist delivers & sorts incoming and interdepartmental mail, issues office supplies, escorts approved vendors through the Headquarters facility and observes onsite document destruction. Processes mailed member, scanned and remote deposit transactions and inputs records into corporate document retention system. Receives, sorts, and files daily work from the branch locations and processes returned mail. Prepares records for secured storage at cold storage facility and receives/balances the transmittal of branch/department settlement files to the Federal Reserve in a timely manner. Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve With Purpose, Challenge Yourself and Own It. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other duties as assigned appropriate by the Document Imaging and Records Manager

Responsibilities

• Supports mailroom operations by sorting incoming and outgoing interdepartmental mail, delivering mail to credit union branches, receiving, and recording expedited delivery packages and affixing appropriate postage to items using a postage meter
• Issues office supplies to credit union personnel and departments following established procedures
• Processes mailed member deposits, loan payments and deposits received through Remote Deposit Capture mobile applications or scanners while ensuring that personal teller activity and applicable general ledger entries are balanced
• Performs quality assurance of account documentation to ensure compliance with member identification regulation
• Processes USPS returned mail to ensure member addresses are up to date across applicable platforms
• Inputs records into corporate imaging systems via scanning devices or imported electronic documentation and classifies results by type through data entry and filed form indexing
• Facilitates research requests for document retrieval, scanning and nightly settlement at the branch level
• Reconciles submitted branch/department settlement files with core processing results and submits finished product to the Federal Reserve by the established deadline
• Receives, sorts and files daily work from the branches and departments and assists in the labeling, shipping, and maintaining of accurate records for cold storage
• Escorts document destruction vendor during bin retrieval and logs onsite check destruction at Headquarters facility
• Directs visitors to the appropriate location and/or notifies credit union personnel of their arrival at the Headquarters facility

Qualifications - all required unless otherwise noted

• Minimum (12) twelve months financial institution or cash handling experience is helpful
• A high school education or GED
• Excellent oral and written communication skills. Excellent interpersonal and member/customer service skills
• Excellent analytical, research and problem-solving skills. Ability to manage multiple tasks
• Ability to lift 50 lbs, sit for long periods of time. Able to utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc. Some travel is required to Post Office. This position is not eligible for a remote work environment
• Ability to function in a financial institution branch environment

Employment Type: Full-Time

Location: 4097 Monument Corner Drive, Fairfax, VA 22030

*** Apple Federal Credit Union values, encourages, and implements diversity in the workplace.

As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility. ***