Retail Processor (Part-Time Temporary Role)

Hudson Heritage FCU; MIDDLETOWN (OH); On-site; USD 10,000 - 60,000; Part time

Job summary

Join a purpose-driven team at a member-owned financial institution dedicated to helping members achieve their financial goals. This part-time temporary role offers a supportive work environment where you can make a difference in the community. You will be responsible for data processing into the loan system, maintaining documentation accuracy, and providing administrative support for consumer loans. With a strong commitment to integrity, excellence, and teamwork, this organization values its employees and offers a competitive salary along with a comprehensive benefits package. If you're looking for a rewarding career in financial services, this opportunity is for you.

Benefits

Generous PTO Policy

Comprehensive Employee Benefits Package

Supportive Work Environment

Qualifications

• Associates degree in Business or related field experience required.
• Basic understanding of the financial industry is essential.

Responsibilities

• Process loan funding for consumer loans generated through Retail Banking.
• Ensure quality control on loan packets and documentation compliance.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Bank Secrecy Act (BSA)

Organizational Skills

Attention to Detail

Education

Associates Degree in Business

Related Field Experience

Tools

Office Equipment

Windows-Based Programs

Job description

Description

Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter!Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:

· Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.

· Excellence: We strive to provide our members with the best possible service.

· Teamwork: We believe that we can achieve more together than we can alone.

· Respect: We treat each other with dignity and respect.

· Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.

POSITION PURPOSE

This part-time temporary role is responsible for data processing into loan system and maintaining documentation for accuracy and compliance. Perform a variety of administrative support related to closing consumer loans in the Retail branch network. Additional responsibilities include processing all mail transactions. Perform all responsibilities in accordance with agreed service standards, federal/state regulations and credit union policies and procedures. Daily work will involve cultivating and maintaining positive relationships with employees and members.

Salary rate: $19.54-$24.43 an hour depending on experience

Schedule: Up to 29 hours per week

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1. Develop and maintain positive relationships with both department and branch employees.
2. Ensure timely follow up and adherence to service standards set
3. Process loan funding for all consumer loans generated through Retail Banking
4. Process all mail transactions, ensure proper follow up and provide necessary reporting
5. Provide timely and accurate administrative support
6. Ensure quality control is performed on all loan packets and that all documentation and data is complete, accurate and meeting compliance standards
7. Successfully completes critical aspects of deliverables with a hands-on approach
8. Performing additional duties as assigned or requested.

PERFORMANCE MEASUREMENTS

Performance is measured against the position goals and defined outcomes as outlined by the position.

Requirements

EDUCATION/CERTIFICATION: Associates degree in Business or related field experience. A comparable

combination of education and experience may be considered.

REQUIRED KNOWLEDGE: Basic understanding of financial industry. Working knowledge of Bank Secrecy Act (BSA)

SKILLS/ABILITIES: Working knowledge of Microsoft Word, Excel Outlook, PowerPoint, portal/intranet software, and ability to learn windows-based programs. Working knowledge of office equipment including but not limited to; computer, printer, scanner, copier. Ability to work in a fast-paced environment and project a professional image at all times. Highly organized and detail oriented. Ability to travel locally, as necessary.

Equal Opportunity Statement

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.