Product Document Administrator

Location: Centris HQ (Records Department)

About the role

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 role has primary responsibility for accurately processing Guarantee Asset Protection (GAP), Collateral Protection Insurance (CPI), and Debt Protection claims, payments, and exceptions. Primary duties include Indirect Loan Prep (Electronic and Paper), with secondary responsibilities for incoming mail, payoffs for titles, and shared support of the Loan Documentation Clerk.

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.
• Support the Records Department to serve members and ensure continuing department operations.
• Annotate scanned and indexed documents to ensure efficient retrieval and perform accurate vault filing and maintenance.
• Process Collateral Protection Insurance (CPI) by 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.
• Prepare Indirect electronic and paper documents to ensure they are received and in correct order.
• Support the Loan Documentation Clerk by preparing loan documentation for scanning and safe record retention.
• Assist Title Clerks as needed with incoming mail and payoffs.
• Perform additional duties to support operational functions within the Records Department, including Document Processing Rep, Research Rep, Loan Documentation Clerk, and Title Clerks.

Key Performance Areas

• 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
  • Incoming Indirect Loans
  • Debt Protection Claims and Payments

Work Volume

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

Requirements

• High School degree or equivalent.
• One year of financial experience; financial institution experience preferred.
• Knowledge and understanding of products and services offered by Centris.
• Working knowledge of Guaranteed Asset Protection, Collateral Protection Insurance, and Debt Protection preferred.
• General knowledge of loan processes and documents.
• Ability to work effectively both independently and in a team environment.
• Effective communication with members, staff, and other business contacts.
• Ability to access and interpret computer screens, documents, and reports.
• Ability to operate general office equipment.
• Data entry accuracy at 120 keystrokes per minute (general) and 100 keystrokes per minute (numeric).
• Ability to lift and carry up to 40 pounds.
• Ability to climb up and down a ladder to retrieve files.
• Regular and punctual attendance.
• Knowledgeable in BSA and compliance requirements enforced on the credit union by state and federal law.
• Professional image and bondable status.

Schedule

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

Pay

Hourly pay rate: $18.16 - $20 per hour.