Processing Management Representative III

We’re proud to be named one of USA TODAY’s Top Workplaces , and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

SUMMARY

Serves as a Subject Matter Expert (SME) for multiple functions within the Processing Management department to include; all functions related to Mortgage Loans and serve as SME for subpoenas and other court requests. Performs loan payoffs, post Chapter 13 items as well as GAP and Warranty items.  Also follows detailed and standardized procedures in performing transactions for members mailed in check deposits and loan payments. Complete all requests within deadlines provided.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsible for :

Processing and sorting all incoming mail for the credit union; which includes preparing a daily courier run to the Remote Operations Center for all departments housed there.

Management of the weekly Home Equity Status report, including the processing of Home Equity release of liens within timeline established to comply with compliance regulations. Also, taking care of our record inventory stored off site with outside vendor. Serve as a back-up point of contact to pull or return record inventory from off-site storage.

Communication with Account Services after insurance payments are applied and a balance still remains to ensure cancellation of elective products such as GAP and Warranty.

Processing dealers, insurances and member mail-in payoffs and Verification of Deposits (VOD) in a timely manner. Manage balancing Remit Plus on a daily basis and working with the Accounting department to clear any outages.

Applying all insurance cancellations, TT&L refunds and other refunds from dealers or insurance companies to member loans accordingly.

Managing member requests via PRISM, SRMS, call or email.  Requests include, but are not limited to : payoff quotes, paid in full letters, verification of deposits and statements of fact.

Taking care of mailed payment / deposit processing and balancing including member mail-in / express delivery deposits, loan payments and other account posting functions daily.

Providing backup assistance to Retail Operations with Skip-a-payments.

Canning indirect lending packets and home equity packets for processing; including database maintenance and tracking of original documents to be housed in the off-site file room.

Assisting with all other Processing Management duties to provide backup when needed.

Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Salary Range for this position is $18 to $23 per hour plus incentives based on experience. This position is hybrid.

Requirements

High school diploma or general education degree (GED); and two years related experience and / or training; or equivalent combination of education and experience.

Maintain a working knowledge of computer equipment and software required including Microsoft Word, Excel, Outlook, etc.

Ready to Join a Winning Team?

Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.

Benefits

Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer :

• Take Time for Life : In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence : We contribute to your 401k. It’s our way of helping you build the future you deserve.
• Pets Are Family Too : With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future : We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens : Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.