What are the responsibilities and job description for the Clerk position at CSE Federal Credit Union?
Canton School Employees Federal Credit Union
Position Description
Title: Clerk
Job Status: Full Time
Reports To: Chief Financial Officer
Supervises: None
Purpose:
Responsible for the maintenance of member files and information within the credit union, including but not limited to electronically scanning documents, manually filing documents in the member files, pulling documents from member files according to retention schedules and preparing them for storage or destruction. Responsible for auto tile processing; filing and releasing liens as dictated by loan documents/reports. Provide clerical support to all departments at the credit union.
Duties and Responsibilities:
1. Accurately organize and file, manually or electronically, all member information to ensure that hands on records are up-to-date and readily accessible. Input information in the data processing system member journal as appropriate.
2. Ensure that the archive records are properly stored and easily accessible.
3. Create new member folders with name and account number for all new member accounts according to new membership report.
4. Monitor and track loan documents and signature cards as they are turned in to the clerical department for processing. Contacts branch personnel for missing documentation or information.
5. Print the closed membership report; pull closed account folders each month and prepare for offsite storage.
6. Responsible for auto tile processing, including but not limited to lien perfection and title release. Maintains logbook for pending liens, released liens, and titles released to Collections department for repossessions.
7. Prints paid off loan report; processes title work as appropriate, releasing titles on paid off loans through the mail or via paperless title system on the Internet.
8. Process disability claims according to Credit Union procedures.
9. Track insurance coverage on CSE collateral and scan insurance documents into data processing system.
10. Disburse checks for loans as requested by loan staff.
11. Print coupon books for loans as requested by loan staff.
12. Process the Home Equity statements at the first of each month.
13. Process GAP claims for totaled vehicles.
14. Process and distribute all mail, interoffice correspondence, and supply deliveries.
15. May serve as notary.
16. Perform other related clerical functions as directed by the Management Team.
Qualifications Required:
A minimum of 6 months general financial institution experience.
Must be very organized and accurate in record keeping.
Ability to communicate clearly and effectively, both verbally and in writing.
Must demonstrate professional and effective interpersonal skills.
Develop an understanding of Credit Union history, philosophy, organization, by-laws, and operational procedures.
Position Description
Title: Clerk
Job Status: Full Time
Reports To: Chief Financial Officer
Supervises: None
Purpose:
Responsible for the maintenance of member files and information within the credit union, including but not limited to electronically scanning documents, manually filing documents in the member files, pulling documents from member files according to retention schedules and preparing them for storage or destruction. Responsible for auto tile processing; filing and releasing liens as dictated by loan documents/reports. Provide clerical support to all departments at the credit union.
Duties and Responsibilities:
1. Accurately organize and file, manually or electronically, all member information to ensure that hands on records are up-to-date and readily accessible. Input information in the data processing system member journal as appropriate.
2. Ensure that the archive records are properly stored and easily accessible.
3. Create new member folders with name and account number for all new member accounts according to new membership report.
4. Monitor and track loan documents and signature cards as they are turned in to the clerical department for processing. Contacts branch personnel for missing documentation or information.
5. Print the closed membership report; pull closed account folders each month and prepare for offsite storage.
6. Responsible for auto tile processing, including but not limited to lien perfection and title release. Maintains logbook for pending liens, released liens, and titles released to Collections department for repossessions.
7. Prints paid off loan report; processes title work as appropriate, releasing titles on paid off loans through the mail or via paperless title system on the Internet.
8. Process disability claims according to Credit Union procedures.
9. Track insurance coverage on CSE collateral and scan insurance documents into data processing system.
10. Disburse checks for loans as requested by loan staff.
11. Print coupon books for loans as requested by loan staff.
12. Process the Home Equity statements at the first of each month.
13. Process GAP claims for totaled vehicles.
14. Process and distribute all mail, interoffice correspondence, and supply deliveries.
15. May serve as notary.
16. Perform other related clerical functions as directed by the Management Team.
Qualifications Required:
A minimum of 6 months general financial institution experience.
Must be very organized and accurate in record keeping.
Ability to communicate clearly and effectively, both verbally and in writing.
Must demonstrate professional and effective interpersonal skills.
Develop an understanding of Credit Union history, philosophy, organization, by-laws, and operational procedures.
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