Job Description

Position: Product Document Administrator I

Location: Centris HQ (Records Department)

Hours: Monday - Friday, 8:30am to 5:00pm.

Hourly Pay Rate: $18.16 - $20 per hour

General Summary:

The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner.. This position has primary responsibility to accurately process Guarantee Asset Protection (GAP), Collateral Protection Insurance (CPI) and Debt Protection claims, payments, and exceptions. Primary responsibility includes Indirect Loan Prep (Electronic and Paper), with secondary responsibilities of Incoming mail and payoffs for titles and shared responsibility of the Loan Documentation Clerk

Essential Responsibilities:

• Promote and model the Centris Vision, Mission, Values and Team Principles.
• Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises.
• Create and/or develop relationships with internal and external members, vendors, and other parties.
• Provide support to the Records Department to serve members and ensure continuing department operations.
• Primary Responsibilities
• Annotates scanned and indexed documents to ensure efficient retrieval and performs accurate vault filing and maintenance.
• Process Collateral Protection Insurance (CPI) accurately posting charges, refunds, and claims.
• Process internal Guarantee Asset Protection claims and assist members with external documentation for Indirect GAP and warranty products
• Process Debt Protection claims and payments
• Prep Indirect electronic and paper documents to ensure documents are received and is in correct order.

Secondary Responsibilities

• Provides support to Loan Documentation Clerk
• Prepare loan documentation to be scanned for safe and accurate record retention
• Support duties of Title Clerks as needed for Incoming Mail and Payoffs

Shared Departmental Responsibilities:

• Perform additional duties to support operational functions within the Records Department, inclusive of (but not limited to): Document Processing Rep, Research Rep, Loan Documentation Clerk, and Title Clerks.

Key Performance Result Areas and Accountabilities:

• Product, Industry, Regulatory and Professional Knowledge
• Corporate Performance and Profitability
• Percentage of annotations completed
• Timely and accurate:
• Processing of CPI Claims, Charges and Refunds
• GAP Claims
• Handling of Incoming Indirect Loans
• Completion of Debt Protection Claims and Payments

Primary Position Dimensions:

• Number of GAP Claims Scope: 5-10 per month
• Number of CPI Claims Scope: 5-10 per month
• Number of Debt Protection Claims Scope: 15-25 per month
• Number of Indirect Prep Files Scope: 350-400 per month
• Number of annotations completed Scope: 500-1,500 per month

Job Requirements:

• Technical Skills and Experience Requirement
• Working Knowledge of Guaranteed Asset Protection, Collateral protection Insurance and Debt Protection preferred.
• People Skills Requirement
• Physical Skills Requirement
• Other Requirements
• Must be knowledgeable in BSA and compliance requirements enforced on the credit union by state and federal law as applicable.