Operations Support Specialist

Process and distribute incoming and outgoing mail, including returned mail handling.
 Assist with scanning, imaging, and filing of documents and member records.
 Assist with document retention and archival tasks in accordance with the credit union’s record retention policy.
 Complete basic verifications such as Verifications of Deposit, Social Security, and mortgage account verifications.
 Respond to requests for member account statements, documents, or account status confirmations.
 Assist with gathering documentation related to subpoenas, search warrants, and other legal requests.
 Support monthly account closure reviews to ensure proper record maintenance.
 Help maintain operational supplies, including monitoring inventory and placing orders as needed.
 Operate office equipment such as postage machines and scanners.
 Review mortgage appraisals for completeness and compliance.
 Assist in preparing and organizing materials for credit union events or internal projects.
 Provide support for IRA and HSA account maintenance and documentation.
 Help prepare materials for audits or regulatory exams, including pulling reports and gathering supporting
documentation.
 Support special projects, cross-training efforts, and backup coverage for other operational functions.
 Understand and comply with credit union policy, laws, regulations, and the credit union’s BSA/AML/CIP/OFAC
Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and
adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations
and report any suspicious member and/or account activity.
 Other job duties as assigned.

Education

• High School or better

Equal Opportunity Employer
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