- Maintains the Folder and Document Database in an accurate manner by editing, adding and deleting data information as required, following precise established data format structure.
- Processes checked in and checked out files using the Records Management software program and generates reports such as Loan Package/Folder Tracking Forms.
- Processes the New Loan Activity Report using the Accutrac Records Management software program.
- Pulls files to be sent to departments/branches as per time schedule or requests.
- Files and maintains credit union member documentation in the member files in a neat, accurate and orderly fashion.
- Maintains the User Database in an accurate manner by adding new users and deleting users following precise established data format structure as well as generating User reports as required.
- Answers questions from branches regarding information in loan folders and faxes or copies documentation if necessary.
- Maintains excel spreadsheet for the tracking of Original Real Estate Notes and Deeds.
- Files and maintains Credit Union Employee loan files with confidentiality.
- Creates a weekly missing/past due loan packet report and forwards to the Loan Funders and Managers for disposition.
- Boxes, tracks and forwards to an offsite facility storage all paid off real estate, consumer and charged off loans in addition to loan corrections, automatic transfer forms, Skip a Pay forms, and insurance services documents.
- Files all existing member files, outcards and creates new member files based upon terminal digit indexing and member file classifications.
- Responsible for reviewing/revising/developing procedures pertaining to job responsibilities on an as needed basis.
- Supports and participates in continuous improvement activities.
- Represents the Credit Union in a positive and professional manner.
- Other related duties as assigned.
- Maintains member and other sensitive information with confidentiality.
- Treats co-workers and members with respect.
- 6 months clerical administrative or other related experience
- Must be familiar with Microsoft Word and the records management database files.
- Proficiency with PC and general/basic proficiency with Microsoft applications (Outlook, Word and Excel)
- Must be able to interface with all levels of staff, management and sponsor.
- Attention to detail and demonstrated accuracy
- Must be able to handle a well- established routine, without constant follow-up and supervision.
- High School or Equivalent
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement
- Southern California: $ $19.25
- Remote Interview Process (some positions vary)
- In-Person Interview required for Front-Line Positions
- Social Distancing and Mask Guidelines in place
-
Risk and Insurance Manager
2 weeks ago
Slone Region - Modern Woodmen of America Huntington, United StatesThe Slone Region of Modern Woodmen is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives in Greater Huntington, WV. If you possess a Series 26 (or 24) License (if not, a minimum qualification is evidence of y ...
-
Director, Risk and Fraud Management
2 weeks ago
Experian Costa Mesa, United StatesCompany Description · We are thrilled to share that · FORTUNE has named Experian one of the 100 Best Companies to Work For . In addition, for the last five years we've been name in the top · 100 "World's Most Innovative Companies" by Forbes Magazine . · This position will be ...
-
Regional Risk Manager
11 hours ago
McCarthy Building Newport Beach, United StatesJob Opportunities · Regional Risk Manager · Risk Management - Newport Beach, CA Phoenix, Arizona · McCarthy Building Companies, Inc. is America's premier, 100% employee-owned commercial construction company. With offices nationwide, we specialize in a wide range of project typ ...
-
Alternative Fund Risk Management
3 weeks ago
PIMCO Newport Beach, CA, United States Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...
-
Risk Manager
2 weeks ago
Orion Talent Los Angeles, United StatesPosition Details :Title: · Risk Manager or Risk Management SpecialistLocation: · Foothill Ranch, CAShift: · Mon-Friday 1st shift (8:30am – 5 or 6pm)Compensation: · Risk Management Specialist · ($65 - $75K + 5% AIP Bonus) · OR · a Risk Manager (salary range $80 - $90K + 10% ...
-
Risk Management Manager
9 hours ago
Rcbo Garden Grove, United StatesThe Risk Management Manager will be responsible for and manage all Risk Management programs throughout the Diocese of Orange. This position will be responsible for monitoring and managing both insurance and risk management duties and responsibilities. The successful candidate wil ...
-
Risk Manager
2 days ago
Yoshinoya Torrance, United States Full timeJOB TITLE: Risk Manager · REPORTS TO: VP of People & Culture · LOCATION: Support Center · CLASSIFICATION: Exempt · SALARY RANGE: $80,000 - $85,000 DOE · POSITION TYPE: Full-Time · POSITION SUMMARY/OBJECTIVE: The Risk Management Manager will be responsible for creating and executi ...
-
Risk Management Claims Coordinator
3 weeks ago
Liberty Military Housing Huntington Beach, United StatesOverview: · Liberty Military Housing Own your passion for service · At Liberty Military Housing,were here to serve those who serve our country by providing military families with comfortable, well-maintained homes in inviting communities across the United States. We take great ...
-
Risk Management Claims Coordinator
1 week ago
Liberty Military Housing Huntington Beach, United StatesOverview: · Liberty Military Housing · Own your passion for service · At · Liberty Military Housing , · were here to serve those who serve our country by providing military families with comfortable, well-maintained homes in inviting communities across the United States. We t ...
-
Risk Manager
1 day ago
Harborview Behavioral Health Center Long Beach, United StatesCompensation Range: $30.70-$36.10 Exempt · You Matter: · Make a difference every day in the lives of the underserved · Join a mission driven organization with a people first culture · Excellent career growth opportunities · Join us and find a career that supports: · Caring for ...
-
Compliance & Risk Manager
2 weeks ago
Families Together of Orange County Tustin, United StatesJob Description · Job Description Salary: DOEJob Title: · Compliance & Risk ManagerSalary: · $DOE per hour · Location: · TreehavenOpenings: · 1) Position Available · Position Purpose · :Be responsible for ensuring Families Together Community Health Center (FTOC) adheres t ...
-
Credit Risk Manager
4 days ago
Bank of America Newport Beach, United StatesJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Risk Manager
1 week ago
Options for Learning Covina, United StatesJob Type · Full-time · Description · About our organization · Since 1981, Options for Learning has been at the forefront of helping families break the cycle of poverty and improve their lives by providing tools to create a positive foundation for school, social, and life succe ...
-
Regional Risk Manager
5 days ago
McCarthy Building Newport Beach, United StatesMcCarthy Holdings, Inc. is currently searching for a Risk Manager for its SoPac Region (Newport Beach, Los Angeles, San Diego and Las Vegas offices) to be located in our Newport Beach office. · Position Description: · The Risk Manager is primarily responsible for the timely and ...
-
Compliance and Risk Manager
2 weeks ago
Clinica Romero Los Angeles, United StatesJob Description · Job Description Salary: $70,000 - $85,000Position Title: · Compliance and Risk ManagerStatus: · Full-time, ExemptDepartment: · OperationsPosition Reports to : · Operations Director · Position Summary: · Under the supervision of the Operations Director, th ...
-
Risk Management Analyst
3 weeks ago
City of Hermosa Beach Isai Hermosa Beach, United StatesDEFINITION · Under general direction, the Risk Management Analyst will perform a variety of professional and administrative duties in support of the City's risk management programs, including but not limited to workers' compensation and general liability. · The Risk Management ...
-
Manager, Risk Management
1 week ago
Rexford Industrial Los Angeles, United StatesRexford Industrial Realty, Inc. (NYSE: REXR) is a leading, publicly traded industrial real estate investment and management company operating a $13 Billion industrial real estate portfolio. · Manager, Risk Management · We are looking for a strategic and innovative Manager, Risk ...
-
Manager, Risk Management
2 weeks ago
Hollywood Presbyterian Los Angeles, United StatesJob Description · Job DescriptionCHA Hollywood Presbyterian Medical Center (HPMC) is an acute care facility that has been caring for the Hollywood community and surrounding areas since 1924. The hospital is committed to serving local multicultural communities with quality medical ...
-
Sr. Manager of Risk Management
3 weeks ago
Q CELLS USA Corp. Irvine, United StatesPosition Overview · The Sr. Manager of Risk Management is responsible for overseeing the Company's lending process, from evaluating clients' creditworthiness to approving or rejecting loan requests, as well as creating credit scoring models and setting payment terms. This positi ...
-
Director, Risk and Fraud Management
2 weeks ago
Experian Costa Mesa, United StatesJob Description · The Director, Risk and Fraud Management will support existing and new products and features in the consumer financial services industry, working with risk mitigation partners and business stakeholders, including appropriate engagement with Experian Consumer Serv ...
Enterprise Risk Management - Huntington Beach, United States - Nuvision Federal Credit union
Description
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today Let us be part of your career journey
Responsible for the accurate and timely filing of all Real Estate, Consumer Loan and Collection files, using the Records Management Software Program. Files and maintains credit union member documentation in the member files in a neat, accurate and orderly fashion. This position is responsible for the filing and maintenance of all members' legal documentation.This position will also scan member documents and assist with other duties including return mail processing, and subpoena fulfillment. This position adds value to the credit union by ensuring that vital records are archived correctly and available for retrieval.
Responsibilities:
Benefits:
California Employee Privacy Notice:
Covid-19 Precaution(s):
Enterprise Risk Management professionals in Huntington Beach
-
Joshua Gray
Information Systems Assurance