Document Administration Specialist I

Bellco Corporate Offices, Greenwood Village, Colorado, United States of America

Job Description

Posted Tuesday, March 25, 2025 at 8 : 00 AM

Application deadline is 5 days after the date the role was posted.

Thank you for your interest in Bellco Credit Union! Were a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. Youre a part of something more at Bellcoa place you can be proud of.

DOCUMENT ADMINISTRATIVE SPECIALIST I

LOCATION : Corporate DIVISION : SVP-CMXO

FUNCTION DESCRIPTION :

Responsible for ensuring the proper application of principles and practices of paper and electronic records maintenance and archiving. Responsible for records maintenance, protection and retrieval of the credit unions documents while adhering to NCUA Regulations and the Gramm Leach Bliley Act. Responsible for accurately scanning and indexing all documents. Research documentation needed for internal and external member requests. Complete MOVE requests.

ORGANIZATIONAL RELATIONSHIPS :

Reports to : Manager - Document and Facilities Operations

Contacts : Frequent contact with other credit union employees, S3 employees, members and some contact with service personnel.

QUALIFICATIONS / REQUIREMENTS :

Education : High School Diploma or equivalent.

Experience : Six months experience in general office support or records management or Bellco Credit Union experience in lieu of records experience.

Skills : Manual dexterity to input data on a keyboard i.e. computer, calculator, telephone; visual ability to interpret data; communicate effectively in person and in writing to all levels of employees in the credit union and S3; deductive reasoning skills; extreme attention to detail to minimize risk with member and credit union data; ability to tactfully question or actively listen to employees in person or on the telephone to determine specific needs; ability to perform mathematical calculations with speed and accuracy; ability to multi-task and perform with frequent interruptions.

ESSENTIAL FUNCTIONS :

• Demonstrates Bellcos CORE Values and Act Nice Behaviors in all interactions with members, prospective members and personnel in other Bellco departments and S3.
• Researches, analyzes, resolves MOVE requests as requested by members, Bellco employees, or S3 employees.
• Scans daily incoming mail to appropriate imaging application for S3 retrieval.
• Scans and / or uploads daily incoming loan documents, member documents and branch documents, assist in working through historic paper records to fully digitize.
• Scans and / or uploads receipts.
• Assists with monitoring the front desk.
• Complete Card Stock requests from branches; assist with monthly audit as needed.
• Review and file required loan documents.
• Proactively supports corporate and departmental goals.
• Regular and punctual attendance.

Management retains the discretion to add to or change the duties of the position at any time.

WORKING CONDITIONS :

Frequent lifting, bending, standing, and sitting; lifting up to 30 pounds.

Bellco Credit Union provides a comprehensive benefits package to employees, including : Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.

In addition to base compensation, Bellco Credit Union offers bonuses for the following roles : Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. Exempt branch roles may earn quarterly bonuses for production and team goals. Exempt non-branch management roles may be eligible for an annual managerial bonus. Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.

Bellco Corporate Offices, Greenwood Village, Colorado, United States of America

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