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Transaction & Document Fulfillment Specialist I

Company

Navy Federal Credit Union
Address , Pensacola, 32526, Fl
Employment type FULL_TIME
Salary $17.50 - $19.00 an hour
Expires 2023-07-29
Posted at 11 months ago
Job Description

YOUR LIFE'S MISSION: POSSIBLE

You have goals, dreams, hobbies and things you’re passionate about.


What’s Important to You Is Important to Us
We’re looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them—friends, family and passions. And we're looking for team members who are passionate about our mission—making a difference in military members' and their families' lives. Together, we can make it happen.


Don’t take our word for it.

  • Fortune Best Workplaces for Women
  • Ripplematch Campus Forward Award – Excellence in Early Career Hiring
  • Fortune Best Place to Work for Financial and Insurance Services
  • Fortune 100 Best Companies to Work For®
  • Forbes® 2022 The Best Employers for New Grads
  • Computerworld® Best Places to Work in IT
  • Military Times 2022 Best for Vets Employers
  • Yello and WayUp Top 100 Internship Programs

Basic Purpose

Research and fulfill requests and inquiries for copies of financial documents received from members, external financial institutions and internal business areas campus wide as well as branch offices worldwide. Works with close supervision and under clearly defined procedures.
Working Conditions
  • May be required to work holidays and weekends
  • Lifting and bending requirement

Responsibilities
  • Perform daily request distribution tasks such as researching, printing, packaging and delivering requested items upon fulfillment with a high level of accuracy
  • Establish and meet deadlines for Security request fulfillments to ensure Security personnel can comply with and respond to subpoenas and court orders by their due dates
  • Perform inventory of distribution supplies
  • Research member account information to confirm destination of requested mail and accuracy of documents produced by the automated system
  • Stay abreast of disruptions and issues that may impact distribution requests
  • Research check and statement transactions using corresponding transaction reports and systems in accordance with specified service level agreements for various business units (e.g., Security, Contact Center, Mortgage, Credit Cards, Account Services, Branch Operations, Data Control, Savings and Membership, etc.)
  • Reference multiple databases, systems and image retrieval systems to acquire and distribute imaged documents electronically and in paper form to members and internal and external customers
  • Provide support to higher level specialists by performing job duties such as mail delivery and document printing
  • Perform other duties as assigned
  • Research, process and distribute exception items such as rejected, back-office and missing items from existing image repositories to requesting parties

Qualifications and Education Requirements
  • Basic skill exercising initiative and using good judgement to make sound decisions
  • Basic organizational, planning and time management skills
  • Basic database and software skills
  • Basic research, analytical and problem solving skills
  • Effective skill maintaining accuracy with attention to detail and meeting deadlines
  • Ability to maintain confidentiality and demonstrate integrity
  • Ability to work independently and in a team environment
  • Effective verbal, written and interpersonal communication skills.
  • Basic clerical, technical and administrative skills

Desired Skills
  • Knowledge of negotiable instruments
  • Working knowledge of Navy Federal products, services, programs, policies and procedures

Hours: Monday - Friday, 8:00AM - 4:30PM
Location: 5550 Heritage Oaks Dr. Pensacola, FL 32526
Navy Federal is now hybrid! Our standard enterprise requirement for a hybrid schedule is to report on-site 4-16 days each month. The number of days reporting on-site will ultimately be determined by the employee's leadership and business unit needs. You will learn more throughout the hiring and on boarding process.
Salary Range: $17.50 - $19.00 hourly
Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position.
Posting End Date: 05/31/23
Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume.

#LI-Hybrid

Equal Employment Opportunity

Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability
Disclaimer
Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position.
Bank Secrecy Act
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.