Operations Specialist I

Role:

Provides support, organization and maintain various task, documents, and functions to ensure optimal smooth day to day operations.

Essential Functions & Responsibilities:

Live the Heart of Louisiana brand. Complete your mission of treating members and especially team members like family.

Responsible for providing administrative support, tracking activity, delivering quality service and collaborating effectively within the department and with management.

Performance Measurements:

Data Boarding:

Loan Packages - Mortgage, Business & Consumer

Service Packages - DMV, Insurance & Card Orders

Other - Related to Operations

Reports & Vendor Relations:

Process various reports: Card reports, insurance, title, collateral and audit.

Compliance & Licensing:

Ensure accordance with laws and regulations as it relates to operational task.

Stay current on products, policy, procedures, documentation, and processing practices.

Document Validation:

Verify the accuracy and completeness of transaction data.

Post Closing Review

Maintain proper filing & closing disclosures.

Teamwork & Collaboration:

Research and resolve any concerns promptly and professionally.

Draft and mail correspondence in relation to operations.

Answer & return calls.

Respond to emails, chat and other communication channels.

Provide member service functions as directed.

Perform other related job duties as assigned.

Experience One year to three years of similar or related experience. 

Education A high school education or GED. 

Interpersonal Skills Normal courtesy in dealing with others is required. Work involves minimal contacts within the organization. Contact involves routine, non-sensitive issues. Member or vendor contact is limited to incidental contact. 

Other Skills Good attention to detail, able to see differences in words and numbers used to classify materials for filing. Good organizational skills, ability to multitask. Confidentiality a must. 

Physical Requirements: 

Work Environment: