Member Records Processor

Overview

PenFed is hiring a Member Records Processor to work onsite at our Alexandria, Virginia service center. The incumbent is responsible for processing all aspects of documents (physical & digital) which includes conversion of backlog records and go forward records by ensuring scalable processes covering document identification, preparation, classification, sorting, scanning, indexing, quality control and shredding. Ensure that records are stored and purged in accordance with PenFed policies and procedures as well as NCUA and state regulations.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

Identify all documents associated with a Credit Union like Member, Non-Member, Corporate and other documents for downstream processing.

Ensure that all incoming documents (e.g. signature cards, promissory note, credit card disclosures, loan documents, etc.) have a barcode and / or generate barcode cover sheet for conversion to digital processing.

Research member profiles within mainframe (preferable Hogan), and Salesforce, retrieve member documents from Nautilus Enterprise Document Repository, or legacy systems XIMG or Microfiche using Kodak 3000DV Plus Digital Scanner, Origination Platform / FICO.

Purge microfiche for closed accounts as stated in the retention schedule, policies and procedures.

Experience with Microsoft suite of Office 365 applications (Word, Outlook, Excel, PowerPoint, Teams, SharePoint).

Update and maintain working knowledge of PenFed’s recordkeeping procedure, which is essential in locating member data and retention.

Assist in ensuring the security of the Member Records area by monitoring unauthorized employee access.

Maintain daily production reports on a regular basis and achieve document processing targets.

Collaborate with the local team and virtually with other service center member records processors and managers.

Assist in all areas of Member Records including internal and external audits, and special projects as needed.

Prepare incoming documents to be scanned, including merger files following strict deadlines while ensuring correct documents in the batch with accurate index information.

Retrieve member statements via Mobius, microfiche.

Review and update necessary member number changes on microfiche and XIMG.

Reindex rejected documents into the Nautilus Document Management System.

Fix / maintain printers / scanners and call the vendor when device is not working.

Average typing speed of 40 wpm is expected.

Raise ticket and coordinate with IT for any hardware or software issues.

Pick up / escort vendors to and from the Security Desk.

Qualifications

Equivalent combination of education and experience is considered.

High School diploma is required.

Three to four years of experience in records management and document management space and digital document conversion programs with a Credit Union / Bank required.

Excellent computer skills including using enterprise document management repositories and related platforms required.

Expertise in document scanning, preferably Kodak scanners, using & configuring OCR / Capture tools for document indexing required.

Experience with document identification, preparation, scanning, indexing and QA process of credit union / banking space required.

Previous experience in large volume paper document conversion to digital required.

Financial Services, Banking or Credit Union industry experience preferred.

Excellent verbal and written communication skills with attention to detail.

Great interpersonal skills including working with diverse team members preferred.

Experience of document classification and ingestion processes required.

Working knowledge of microfiche and microfilm equipment preferred.

Must be able to lift / move 50-pound boxes.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

There are no additional licenses and / or certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 50 pounds.

Travel

Ability to travel to various worksites and be on-call is required.

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment OpportunityPenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and / or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.