Product Document Administrator

Position: Product Document Administrator I

Location: Centris HQ (Records Department)

Hours: Monday - Friday 8:30am to 5:00pm.

General Summary:

The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner.. This position has primary responsibility to accurately process Guarantee Asset Protection (GAP) Collateral Protection Insurance (CPI) and Debt Protection claims payments and exceptions. Primary responsibility includes Indirect Loan Prep (Electronic and Paper) with secondary responsibilities of Incoming mail and payoffs for titles and shared responsibility of the Loan Documentation Clerk

Essential 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.
• Primary Responsibilities
  • 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.

Secondary Responsibilities

• 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

Shared Departmental Responsibilities:

• 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.

Key Performance Result Areas and Accountabilities:

• Product Industry Regulatory and Professional Knowledge
• Corporate Performance and Profitability

• Percentage of annotations completed
• Timely and accurate:
  • Processing of CPI Claims Charges and Refunds
  • GAP Claims
  • Handling of Incoming Indirect Loans
  • Completion of Debt Protection Claims and Payments

Primary Position Dimensions:

• Number of GAP Claims Scope: 5-10 per month
• Number of CPI Claims Scope: 5-10 per month
• Number of Debt Protection Claims Scope: 15-25 per month
• Number of Indirect Prep Files Scope: 350-400 per month
• Number of annotations completed Scope: 500-1500 per month

Job Requirements:

• Technical Skills and Experience Requirement
• Must have a High School degree or equivalent.
• Must have one-year financial experience.
• One year of financial institution experience is preferred.
• Knowledge and understanding of products and services offered by Centris

• Working Knowledge of Guaranteed Asset Protection Collateral protection Insurance and Debt Protection preferred.

• General Knowledge of Loan Process and Documents.
• People Skills Requirement
• 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.
• Physical Skills Requirement
• 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.
• Other Requirements
• 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.

Required Experience:

Unclear Seniority