Product Document Administrator jobs in United States
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Centris Federal Credit Union · 13 hours ago

Product Document Administrator

Centris Federal Credit Union is a trusted financial partner, and they are seeking a Product Document Administrator I to assist with processing GAP, CPI, and Debt Protection claims. The role involves ensuring accurate documentation and support for the Records Department while providing excellent service to members and maintaining operational functions.

BankingBookkeeping and PayrollFinancial ServicesNon Profit
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Culture & Values

Responsibilities

Promote and model the Centris Vision, Mission, Values and Team Principles
Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises
Create and/or develop relationships with internal and external members, vendors, and other parties
Provide support to the Records Department to serve members and ensure continuing department operations
Annotates scanned and indexed documents to ensure efficient retrieval and performs accurate vault filing and maintenance
Process Collateral Protection Insurance (CPI) accurately posting charges, refunds, and claims
Process internal Guarantee Asset Protection claims and assist members with external documentation for Indirect GAP and warranty products
Process Debt Protection claims and payments
Prep Indirect electronic and paper documents to ensure documents are received and is in correct order
Provides support to Loan Documentation Clerk
Prepare loan documentation to be scanned for safe and accurate record retention
Support duties of Title Clerks as needed for Incoming Mail and Payoffs
Perform additional duties to support operational functions within the Records Department, inclusive of (but not limited to): Document Processing Rep, Research Rep, Loan Documentation Clerk, and Title Clerks

Qualification

Financial experienceGAPCPIDebt ProtectionLoan Process knowledgeData entry skillsPeople skillsProfessional imageCommunication skillsTeamwork

Required

Must have a High School degree or equivalent
Must have one-year financial experience
Knowledge and understanding of products and services offered by Centris
General Knowledge of Loan Process and Documents
Must have the ability to work effectively independently and in a team environment
Must be able to effectively communicate with members, staff, and other business contacts
Must be able to effectively access and interpret computer screens, documents, and reports
Must be able to operate general office equipment
Must be able to accurately enter data 120 keystrokes per minute
Must be able to accurately key numbers 100 keystrokes per minute
Must be able to lift and carry up to 40 pounds
Must be able to climb up and down ladder to retrieve various files
Must report to work regularly and on time
Must be able to work the hours necessary to fulfill the responsibilities of the position
Must be knowledgeable in BSA and compliance requirements enforced on the credit union by state and federal law as applicable
Must present a professional image
Must be bondable

Preferred

One year of financial institution experience is preferred
Working Knowledge of Guaranteed Asset Protection, Collateral protection Insurance and Debt Protection preferred

Company

Centris Federal Credit Union

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Centris Federal Credit Union offers financial services such as savings, loans, mortgages, credit cards, insurance, and payroll services.

Funding

Current Stage
Growth Stage

Leadership Team

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Kevin Parks
President and CEO
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Steve Swanstrom
President & CEO
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Company data provided by crunchbase