Digital Federal Credit Union

Client Services Representative

• Functions as a part of a larger team dedicated to helping members pursue their long-term financial goals
• Assist with the daily administrative operations for an assigned group of Financial Consultants
• Responsible for all aspects of client servicing and records administration
• Support Financial Consultants by processing account applications and paperwork
• Review and resolve client service and account setup issues
• Schedule appointments and prepare materials for client meetings
• Communicate daily with clients providing trade settlement information
• Perform clerical tasks, including documentation required for records
• Assist in facilitating annual client RMD distributions

Client Services Associate II

Product Manager

• Oversee all features and functions, and the product roadmap for the credit union’s Robotics Process Automation (RPA) platform
• Assist in conceptualizing and bringing to fruition feature set improvements, internal employee and member experience enhancements, and technology innovations
• Creation, maintenance and enforcement of the credit union’s RPA BOTs production, testing, and validation policies and procedures
• Manage external vendors, partners, and tool providers and/or providing project management support for the department

Product Owner II

Business Analyst

• Creates artifacts helpful for the pod/project/initiative including but not limited to feature maps, process flows, visual mockups and high-level requirements
• Participates in cross-functional scrum teams as required
• Plans and conducts requirements and design sessions for business requests
• Collaborates with QA in developing the QA Test Strategy
• Manages small scale projects, both in size and complexity, from concept to implementation with or without a Project Manager
• Communicates the progress of a project to key stakeholder throughout the SDLC

Business Analyst I

Collections

• Manage the department daily operations, activities, and projects
• Direct and assist a team within Collections in contacting members with delinquent accounts
• Supervise employee performance to achieve department goals
• Assign and schedule work for Collection department personnel
• Monitor collection calls for compliance to laws and regulations
• Identify, train, and mentor team members for performance development
• Conduct performance reviews and participate in recruitment

Collections Team Leader

• Under the general direction of the Collections Team Leader, the Repossession Coordinator is responsible for the day-to day administration of the repossession and remarketing process
• Adhere to collection and repossession procedures to ensure they are carried out according to established guidelines
• Review accounts submitted for repossession (voluntary and involuntary) and determine whether an approval or denial should be rendered in accordance with the business rules
• Attempt to contact members prior to assigning an account for repossession to attempt to cure the delinquency and mitigate losses for the credit union
• Assigns repossessions to the vendors timely
• Document collections package with appropriate notes regarding repossession decision, condition reports, status and value of the collateral
• Make recommendations to the Repossesson Specialist and Team Leader whether vehicles should be repossessed from impound or storage or referred for replevin
• Build professional working relationships with vendors and review their performance
• Accurately maintain daily, weekly, and monthly reports pertaining to repossession assignments
• Utilize sound judgment to determine outstanding repossession assignments, repossession claims, submit for skip claims etc.
• Process redemptions per the established procedures and guidelines
• Assist with training new and existing staff in skip tracing, repossession and recovery processes
• Stay current on repossession laws and regulations
• Makes recommendations for improvement of departmental policies, procedures, and internal controls
• Review and/or approve bids for sale of collateral, if necessary
• Audits receipt of sales proceeds from vendors after sale of collateral
• Review vendor invoices for accuracy and reasonableness and prepare them for management approval
• Make collection calls to assist with departmental goals, as and when necessary
• Perform other job related duties assigned by Manager(s)

Collections Team Member II – Repossession

Operations

• Support the mortgage operations team with administrative tasks
• Answer incoming phone calls and direct appropriately
• Assist with mortgage application processes
• Coordinate with team members to complete daily work

Mortgage Operations Support II

• Provisioning, deprovisioning and maintaining least privilege through automation or manual efforts
• Gathering system requirements for automation of user provisioning
• User access control design, review, and modification
• Maintain knowledge base on user management for 100+ systems
• Assist with configuration tasks in IAM system
• Gathering and implementing file access management requirements
• Perform other job-related duties as assigned by Supervisor(s)