Isabella Community Credit Union · 18 hours ago
Financial Service Associate
Mount Pleasant,MI,US
Full-time
Onsite
Entry Level
1+ years expIsabella Community Credit Union is seeking a Financial Service Associate to perform a variety of clerical and receptionist duties across all departments. The role involves maintaining electronic titles, assisting members with documentation, and providing administrative support to personnel.
FinanceFinancial ServicesPersonal FinanceWealth Management
Responsibilities
Maintains electronic titles including acceptance of new titles, release liens, and research liens applied or removed in error
Monitors current secured loan portfolio for lien placement, follow-up if needed by mail or phone
Assists members with title correction documents. Processes payoffs and total loss claims
Verifies Quick Cash Loans, auto payment set up, and scans into the system
Verifies approved memberships to ensure complete documentation and proper setup in core. Sends package to BSA Officer and closes package
Responsible for completing all daily and monthly reporting
Greets, receives, and screens visitors. Assesses their needs and directs them appropriately. Schedules appointments when needed in person or over the phone. Answers routine questions or directs them to appropriate personnel
Opens, date stamps, and distributes incoming mail, publications, and other correspondence. Accepts and signs for mail and special deliveries, and ensures they are delivered to the correct recipient. Posts outgoing mail and maintains postage cash fund. Assists with regular and special mailings
Maintains the phone system and fax machine, resolves equipment problems, programs machines, sends faxes as requested, and assists others in E-Sign, phone, and fax machine use
Organizes, performs filing, and maintains general and administrative files and records. Produces a variety of letters, memorandums, and reports. Follows up with communications from Xtend
Provides support to the Executive team by coordinating Board meeting meal orders
Performs other job related duties as assigned
Qualification
Required
One year to three years of similar or related experience
A high school education or GED
Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion
Pleasant with others on the job and displays a good-natured, cooperative attitude
Answers calls, uses professional language, speaks clearly and distinctly, and relays information appropriately
Multiline telephone systems
Company
Isabella Community Credit Union
Isabella Community Credit Union is a non-profit financial cooperative that offers financial products and personal service to its members.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jenny Hoyle, MBA, CCUE, CUCE
President & CEO
Patrick Hunt
Chief Strategy Officer
Company data provided by crunchbase