Who we are:
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.
Every employee at SECU contributes to our member’s financial well-being, and we’ll always do what’s right for our members, employees, and communities.
Feel good about what you do. Belong to a place where you matter and can make a difference.
What you will do:
The primary function of the Document Administration Specialist is to support all the various functions of the Information Management department. They will be responsible for demonstrating a high level of accuracy in reviewing, imaging, and filing vital SECU documents in a timely manner. They must proficiently navigate within our various storage and archive platforms to independently perform daily production tasks or fulfill requests from our internal and external members. They will ensure all administrative and processing activities are completed in a timely and accurate manner.
The Document Administration Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
• Receive, reconcile, and catalog incoming files on a daily basis.
• Per SECU policy, performs proper storage of member records using a central imaging system while maintaining quality control of completed work through virtualizing paper records before destruction if applicable.
• Operates an imaging scanning workstation in a network environment assuring the highest quality and image usability throughout the scanning and indexing process.
• Indexes document images and member information with a high level of detail to ensure all information is accurate.
• For mortgage files, performs an extensive quality review to ensure all documents listed are present in the file before filing.
• As a final quality check without opportunity for supervisory oversight, reviews, and/or approval, all account information provided in our central archive is correct.
• Maintains logs with a high degree of accuracy. Track incoming documentation to ensure that there is a document trail for research purposes.
• Responsible for the proper storage of daily teller work from the branches and all other internal departments. All incoming teller work is logged daily on the branch checklist form. Sorts the teller work by date and branch/department and scans to be moved into our central archive.
• Incumbent is responsible for personal productivity in a high-volume production environment ensuring that daily and weekly deadlines are met without additional staffing hours under normal circumstances.
• Responsible to provide optimal and effective service to members and SECU staff by conducting the necessary research and retrieving the requested files/documents in digital and paper media.
• Perform daily tracking system Member Connect and ensures he/she is meeting all service level agreements.
• Responsible for assessing the appropriate fees based on the member’s specific requests.
• Performs advanced searches for documents not in the expected location. Locates documents and adds them to the appropriate storage system for availability to users.
Additional Responsibilities may include:
• Responsible for handling and sorting of daily mail for distribution to the appropriate team member for processing.
• Processes subpoenas once they are validated by our third-party vendor by reviewing the request, retrieving the necessary documents, and forwarding them to the legal offices.
What we need from you:
Education Requirements
• High school degree or equivalent
Experience Requirements
• 6 months’ experience in an administrative office setting preferred
• One year of related document management experience preferred
• Takes personal responsibility for decisions, actions, failures and overall deliverables
• Utilizes oral and written communication to enhance relationships across the organization
• Clearly communicates information, thoughts and ideas in a clear, concise and organized manner
• Relates comfortably with people across levels, functions, culture, and geography
• Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others
• Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment
• Adjusts effectively to work within new work structures, processes, requirements, or cultures
• Demonstrates an understanding of SECU’s culture, core values, mission and strategic priorities as it relates to one’s work and overall performance
Physical Requirements
• Must be able to remain in a stationary position, often standing or sitting for prolonged periods
• Must be able to lift up to 50 pounds
Compensation Information: Offers will be commensurate with experience and education. Below is the full salary range for this position, but please note that we typically do not hire at the top of our ranges and the budget for this position is $20.00-$22.00.
- Hourly Rate: Min. $18.56 -$27.88
Other Compensation Includes:
- Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
- Medical, vision, dental benefits
- 401k plan with company matching
- Generous sick, vacation and personal leave
- And more...2025SECUBenefitsGuide.pdf
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
