Job Description
Document Specialist I Location Tullahoma, TN : About Us: Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union's sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward. What We Offer: Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union's commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend's vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training APEX Awards (2015-2025). Overview: Maintain consumer loan, charge-off and deceased files. Maintain Affidavits of Good Faith, and trust account documents. Scan and index all loan documents. Provide general support to the Document Management Representatives, auditors as well as other financial centers and departments. Responsibilities:
- File paperwork and maintain files for collections, consumer loans, credit cards, charge-offs, and deceased members.
- Pull loan files, affidavits of good faith and trust accounts for all departments and branches, as requested. Ensure all files are returned with no missing paperwork.
- Scan and index loan documents, titles, levies & CHO documents that produces a clear, readable image, as assigned by manager.
- Responsible for making new file folders for merger account loan files.
- Respond to email requests from all employees, as needed.
- File Affidavits of Good Faith, trust accounts, Letters of Testamentary.
- Assist branches and auditors in locating and tracking loan documents and files that have been scanned, or are awaiting to be scanned.
- Complete the daily email request for titles to be pulled for the paid loan report as directed by the Loan Servicing Department.
- Transfer and maintain charge off files to and from Tullahoma branch.
- Assist supervisor, branch managers or administration with projects requiring confidentiality, as requested.
- Purge files, as necessary.
- Responsible for loading and unloading the dishwasher each day.
- Attend various meetings and training sessions to keep updated on job duties or as assigned.
- Read all internal publications including HUB and Possibilities.
- Perform other duties as required or assigned.
Qualifications: Education - High school graduate or equivalent
Knowledge, Skills, and Abilities - Must be an accurate typist.
- Must be able to maintain numerical files and records accurately.
- Excellent verbal communication skills to communicate professionally.
- A high degree of poise and tact to represent the credit union positively in outside contacts.
- Ability to organize and prioritize work with minimum supervision.
- Possession of a valid, unrestricted driver's license.
- Working knowledge of computer programs such as Microsoft Word and Outlook.
- Must have ability to operate or have ability to be trained to operate related office equipment, including calculator, check and receipt printers, computer terminal (PC), fax machine, photocopier, telephone, dishwasher and typewriter.
- Regular and reliable attendance is required.
Connect With Us: Connect with us on social media such as Facebook, Twitter, Instagram, and LinkedIn Ascend Federal Credit Union is an Equal Opportunity Employer
Job Tags
Full time,