Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Administrative
Monitors the Connexus delivery door and professionally assists vendors, guests and employees as needed. This includes signing for priority packages and following company policies to assign visitor badges.
Participate and support new and existing projects within the department and credit union while keeping a flexible and adaptable mindset.
Complete letter and form updates as requested. This includes creating fillable forms, PDF and restricted word documents. Create and update letter templates as requested to ensure brand guidelines and mailing standard requirements are met.
Perform mail-merges for labels, letters and special projects as requested.
Create and manage travel itineraries for employees, including booking flights, hotels, and ground transportation. Ensure compliance with company travel policies.
Reserve conference, seminar and webinar arrangements for employees as requested.
Purchase supplies and miscellaneous items as requested. Maintain inventory of general office supplies, forms and promotional items for the credit union.
Responsible for monitoring inventory, ordering, stocking, and distribution for departmental and organizational use.
Prepares and submits expense reports timely and accurately.
Responsible for maintaining Administrative Services department SharePoint page and ensuring that documents, procedures and templates are accurate and up to date.
Maintain employee signature information in Open Sense which includes onboarding tasks and updates based on request.
Mail Operations
Opens, reviews, sorts and scans incoming mail and ensures timely electronic and hard-copy distribution to departments and employees.
Tracks and scans incoming priority packages by entering tracking numbers and package information into a company portal.
File documents and hard-copy mail per department procedures. Monitors retention dates.
Effectively prints financial documents, letters and prepares for mailing. This includes following department mailing instructions for Collateral Protection, Collections, Finance, Fraud, Legal and all other unassigned departments. Instructions could include creating the appropriate label, including a reply envelope and/or check and additional special requests.
Member Experience
Effectively prints financial documents, letters and prepares for mailing. This includes following department mailing instructions for Account Servicing, Electronic Processing, Specialty Accounts, Member Experience, Member Outreach, Member Services and MCC. Instructions could include creating the appropriate label, including a reply envelope and/or check and additional special requests.
Complete daily dual-control within XP2 for voided checks prior to mailing.
Handles daily incoming and outgoing faxes for MCC and Electronic Funds fax numbers.
Process returned mail in a timely manner according to established guidelines.
Lending Operations
Effectively prints financial documents, letters and prepares for mailing. Instructions could include creating the appropriate label, including a reply envelope and/or check and additional special requests.
Completes weekly Mortgage CSC pull for mailing. Tracks and scans incoming Mortgage priority packages by entering tracking numbers and package information into a company portal.
Files hard-copy Mortgage documents and annually archives for permanent storage.
Complete training and personal development as assigned to remain informed and knowledgeable on credit union products and services.
Document Imaging
Scan, index, and archive paper and electronic documents in the imaging system according to established procedures and service-level standards.
Review document quality to ensure legibility, completeness, and accurate keyword/system-code cataloging for efficient retrieval.
Maintain physical file organization and document retention schedules, including secure storage and timely disposition of records.
Associate's Degree or commensurate experience is Required.
1+ years of related experience is Required.
Experience with document imaging and scanning operations.
Proficient in the use of software applications including but not limited to Microsoft Outlook, Word, Excel, PowerPoint and/or document management software such as OnBase and the ability to use the internet effectively.
Ability to open, modify, and manage documents, spreadsheets, emails, and PDFs using Microsoft Suite and Foxit PDF Editor.
Evidence of good organization skills, strong attention to detail and the ability to prioritize and meet deadlines with minimal supervision. Ability to quickly learn and adapt new technologies.
A positive and professional attitude and the ability to maintain composure. Ability and willingness to keep a flexible and adaptable mindset.
