When joining USF Federal Credit Union, you can expect to work for a company that:

• Strives to be the most influential partner in our Members’ financial journey.
• Has been recognized with awards such as the “Sterling Governor’s Award for Excellence” and League of Southern Credit Unions & Affiliates “Credit Union of the Year”.
• Has a culture of engagement, growth, process improvement and community volunteerism.

What’s in it for you:

• Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts
• 4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off.
• Medical, Dental and vision plans with FSA option. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered).
• 100% Credit Union Paid Short-Term and Long-Term Disability and Life Insurance
• Employee Assistance Program
• Undergraduate and Graduate Tuition Reimbursement
• In-depth New Employee Orientation showcasing Credit Union Values and Vision
• A Think Big culture dedicated to performance excellence and continual growth

Position Summary

Under general supervision, the Support Services Specialist I will be responsible for keeping all records confidential and complying with credit union privacy policies, procedures, and regulations. The Support Services Specialist I receive and retrieves all records including daily mail and conducts research. Works independently to maintain the credit union records and support all credit union staff.

Essential Functions Include:

• Handles the receiving and processing of all incoming and outgoing credit union mail (US Mail, Priority, Certified (signature required), FedEx, and UPS), including the proper handling/ distribution of incoming mail checks to the Retail department. File and log any documents entering or leaving the area. Secures all mail items remaining at the end of each workday in the vault.
• Performs the electronic import of documents received from other departments into Laser Fiche (archive system) ensuring work is complete, accurate and of high quality. Maintains a timely process of the Opening Act and XA (New Account Portal); validating metadata and verify status, ensuring easy retrieval. Assist with the process of DocuSign, LPQ, Mortgagebot, and Indirect Loans Booked.
• Maintains the active mortgage files by tracking and filing. Pulls paid off mortgages and attach the Satisfaction of Mortgage to the file.
• Handles the Returned Mail Process. Sort mail and update the account record with a No Mail flag using a Spec File.
• Collect requested documents for Manager review in response to subpoenas and other types of investigations.
• Collects, sort, prepare, scan, label and enter daily (physical paper) and backlogged documents (merged documents), converting them into electronic files ensuring easy retrieval.
• Maintains the cleaning of all office equipment, while keeping an orderly area. Report any problems or maintenance requirements to the Team Lead.
• Provides Support to the Member Services, Front Line, and back-office departments through Help Desk Tickets.
• Attends meetings, takes continuing education classes and training for personal development and Credit Union required courses
• Performs other job-related duties as assigned.

Reports to:

Assistant Manager of Support Services

Manages

N/A

Required Education and Experience:

• High school diploma or G.E.D. required.
• 1-year of similar or related experience preferred.

Additional Skills

• Strong time management and organizational skills. Ability to multi-task under pressure.
• Self-reliant, critical thinker, problem solver, results oriented.
• Excellent verbal and written communication skills. Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Proficient in Microsoft Word, Power Point, Excel and Outlook. Excellent technical aptitude.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Work Environment:

This job operates in an office setting and routinely uses standard office equipment. This position include limited remote work.

Physical Requirements:

Frequent sitting, standing, bending, and occasionally moving objects such as boxes and storage items up to 50lbs.

Position Type/Expected Hours of Work:

Full-Time/40 hours per week

Classification

Non-Exempt

Other Duties

Please not this job description is not a comprehensive list of activities, duties or responsibilities that are required in this position. Duties, responsibilities and activities may change at any time with or without notice.

About Us:

For 60 years, USF FCU has experienced rapid growth and is dedicated to delivering financial solutions to improve our members’ lives. Our success is thrilling, but our core values of excellence, passion, innovation, community, and collaboration mean our relationships with our members and our employees will always be our top priority! We have grown to over 60,000 members and $800+ million in assets, robust online and mobile banking, 6 branch locations and thousands of shared branches and fee-free ATMs nationwide.

Our vision is to be the most influential partner in each member’s financial journey.

Our mission is to deliver financial solutions to improve members’ lives.