Member Support Clerk

Why This Role Matters

The Member Support Clerk plays a critical role in supporting the daily operations of the credit union by ensuring accurate sorting, distribution, and processing of internal and external mail, imaging important account documents, and providing support for member transactions. This role contributes directly to the operational efficiency and audit readiness of the credit union, while also supporting a positive member and visitor experience.

What You'll Do

Mail Processing & Distribution

• Process all incoming and outgoing mail for credit union departments, branches, and administration, ensuring correct postage and adherence to daily mailing deadlines.
• Sort and distribute all incoming mail received via the US Postal Service and other delivery services, ensuring accurate delivery to individuals or departments.
• Open and route all unaddressed mail based on content, ensuring proper departmental handling.

Transaction Processing & Member Support

• Process mail containing loan payments, account deposits, name and address changes, loan payoffs, and supplemental documentation (e.g., GAP or insurance processing) per credit union procedures.
• Reconcile and balance daily transactions and process all payments promptly to ensure timely credit to member accounts.
• Handle returned mail, verify addresses, and initiate member address updates as needed.

Document Imaging & Audit Support

• Scan and index recorded mortgage documents to support HELOC account documentation.
• Process and verify requests related to Skip-A-Pay, auto loan payoffs, HELOC payoffs, ACH requests, and account closures.
• Conduct preliminary audits to ensure that all scanned documents are accurately indexed and meet internal audit standards.
• Manage the imaging of wire documentation, centralized processing documents, and account/loan maintenance records, ensuring integrity prior to secure document destruction.

Vendor Coordination & Reception Coverage

• Maintain inventory of mailing and shipping supplies and oversee postage management.
• Coordinate with local auto dealers to ensure accurate auto loan payoff submissions.
• Staff the Corporate Office reception area as needed, ensuring that visitors are properly checked in and out and providing a professional, welcoming presence.

Notice Processing & Compliance

• Sort, prepare, and mail system-generated notices daily, including Courtesy Pay letters, plastic cards, escheatment letters, dormancy notices, dispute communications, and certificate renewal letters.
• Verify and scan member proof of insurance to maintain loan compliance and prevent the addition of unnecessary coverage.

Who You Are

Experience & Education

• High school diploma or equivalent required.
• Additional coursework or training in office operations, document management, or financial services preferred.

Skills & Strengths

• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet daily deadlines.
• Proficient in operating postage meters, scanners, and standard office equipment.

Key Traits

• Ability to work independently and as part of a team.

What's in It for You?

• Competitive salary and industry-leading benefits.
• Opportunities for professional growth and leadership development.
• A chance to make a lasting impact on our members and the organization's future.

Legalese

Equal Opportunity Employer

UKFCU is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

At-Will Employment

Employment with UKFCU is deemed "at-will," which means that either you or the company may terminate the employment relationship at any time, with or without cause or notice, unless otherwise provided by law.

Physical and Cognitive Demands

This role requires a blend of physical activity and mental focus to effectively perform its essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. Key physical activities include sitting, standing, walking, and occasional lifting (up to 25 pounds). You'll also use your hands for various tasks, reach with your arms, and engage in conversations. Vision requirements include the ability to focus, perceive depth, and distinguish colors. Cognitive abilities essential for this role include judgment, auditory perception, memory, reasoning, and occasional persuasion.

Work Environment

You'll primarily work indoors in a comfortable, climate-controlled office setting. The noise level is typically moderate, ensuring a focused yet dynamic work environment. Reasonable accommodations will be provided as needed to support an inclusive workplace.

This job description provides a general overview of the responsibilities and expectations for this role. It is not a comprehensive list of tasks, and employees may be asked to take on additional duties to support team success.