Information Governance Specialist 1

About the Role

Under the supervision of the Department Manager and with a strong attention to detail, the Information Governance Specialist I will utilize information from written instructions and established procedures to accomplish assigned tasks. This non-exempt position plays a crucial role in various processes, including records retention and destruction, facilitating subpoena requests, assisting the UFCU Legal team, and implementing process efficiencies.

Responsibilities

• Process records retention and destruction.
• Facilitate and fulfill subpoena requests for law enforcement and civil practitioners.
• Assist the UFCU Legal team with garnishment, receivership, and levy account holds, including member notification.
• Support Compliance and Vendor Management as needed.
• Handle Verification of Deposit (VOD) and return mail processing.
• Identify, recommend, and implement process efficiencies within the department.
• Meet process deadlines and service level agreements.
• Communicate effectively with team members and external customers.
• Complete required training and participate in self-development programs.
• Cross-train in multiple areas of the department.
• Adhere to company policies, procedures, and regulatory requirements.

Qualifications

• Minimum of one (1) year of financial institution experience.
• Minimum of one (1) year of experience in environments with substantial repetitive work, such as data entry.
• High School Diploma or equivalent.

Skills

• Proficient written, verbal, interpersonal, collaborative, and active listening communication skills.
• Strong attention to detail and accuracy.
• Organizational and time management skills.
• Ability to prioritize multiple projects and meet deadlines.
• Ability to work collaboratively in a fast-paced environment.
• Ability to train and mentor less experienced team members.

Knowledge

• Strong knowledge of credit union policies and regulations.
• Strong knowledge of Microsoft Word®, Microsoft Excel®, UFCU Core processing system(s), and Systemware®.

Preferred Requirements

• 2-3 years of experience working with UFCU systems, technologies, and operational processes.
• Proven ability to thrive in a fast-paced, agile environment.

Physical Demands

The employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities include close vision, distance vision, peripheral vision, and ability to adjust focus. Extensive use of the telephone and virtual communications platforms is required.

Work Environment

This position involves working 5 days from UFCU Plaza in Austin, Texas, with occasional adjusted schedules, overtime, and evening/weekend hours. The noise level is usually quiet, and frequent computer use is required. The role may involve limited interaction under stressful conditions and may include working from home.

Founded in 1936, UFCU is dedicated to empowering members to achieve financial success and build brighter futures. We are guided by our values of being Purposefully Member-Obsessed, Possibilities Reimagined, and Performance Excellence Rooted in Unwavering Integrity.