Rep, Custmr Svc Sr

Job Purpose

The Operations Support Associate is responsible for supporting operational accuracy, compliance, and risk mitigation through the audit and review of membership, loan, IRA, and account maintenance activities. This position ensures adherence to regulatory requirements, internal policies, and quality standards by identifying, tracking, and reporting audit findings and exceptions. The role also manages title perfection and lien release processes for consumer collateral loans, completes critical branch and operational reporting, and processes online memberships. Through ongoing quality control, reporting, and operational support, this position helps maintain the integrity, efficiency, and compliance of credit union operations.

Key Accountabilities

• Conduct audits of new and closed memberships, loans, dormant accounts, supervisor overrides, IRA transactions and documentation, to ensure quality and compliance
  standards are met. Identify, track and report audit findings, errors, and exceptions
• Title work – perfect lien on all consumer collateral loans within 60 days of loan closing Release liens on titles when the loans have been paid off
• Complete assigned branch and operational reports within required timelines for each report. Reports including but not limited to: FM sensitive, Audrey/Liberty Check orders, Loan Pledge, Mismatch Ownership, Loans not paying, payroll exceptions, closed checking verification, and CD reports
• Online Membership processing and follow up. Online address change requests

Qualifications, Experience, and Skills

• High School diploma
• 2-3 years in a financial services environment
• Attention to detail
• Strong communication skills both verbal and written
  Regulatory knowledge related to account opening and lending