Research and Adjustments Analyst I-Onsite

The Research and Adjustments Analyst I is responsible for providing the highest level of quality service to internal customers via phone, instant message, email and Service Event/ticketing system. Processes requests for research and document retrieval received from members, vendors, and internal customers; analyzes results to make recommendations for system corrections. Researches and performs corrections on member accounts as escalated by internal departments and branches. Processes encoding errors as assigned and performs member account research, including assisting with reconciliation.

• Handles internal customer requests and exercises analytical and communication skills to explain credit union policies, procedures and Symitar System programs as needed.            
• Assists with processing service requests; documents Service Event and meets established deadlines and service standards.       
• Performs research on accounts for deposits, withdrawals, credit card, and loan payment discrepancies; analyzes results makes recommendations for system corrections including reversal of fees and charges.            
• Processes requests from members, vendors, and internal customers for research and document retrieval from various systems. 
• Performs file maintenance on members' accounts including but not limited to address changes as received from billing coupons.           
• Prepares various items and documents for Automated Document Processing (ADP)  
• Compiles and provides systematic and programming deficiency feedback to the Manager.         
• Reviews reports for correction of employee errors on member accounts, system deficiencies and process corrections.         
• Maintains up-to-date knowledge of Symitar System programs and credit union processes, policies, and procedures.           
• Demonstrates knowledge, experience and judgement when directing internal customers to appropriate departments for specialized assistance         
• Assists with preparing retention shipments to our off-site storage facility in accordance with retention schedule.          
• Ensures that the archives' records are properly stored and easily accessible.  
• Logs and track document records signed out by internal customers.     
• Verifies incoming record retention by other departments and assists with proper storage and labeling.
• Assists with ordering documents as needed from off-site storage facility utilizing the vendor's systems.             
• Performs various types of member account research including assisting with reconciliation.             
• Reviews address change reports for teller errors and processes necessary corrections.   
• Prepares various credit union documents for scanning; scans and indexes documents as assigned.      
• Audits scanned documents and reports issues to the manager of the department or designated personnel.      
• Compiles and provides systematic feedback on the volume of requests, errors and procedures to Department manager. 
• Performs miscellaneous clerical duties as assigned.       
• Work within their team and have a direct impact on their tasks.

Education

• Min/Preferred: Minimum
• Education Level: High School or GED          
• Description: High school diploma or general education degree (GED)

Experience

• Minimum Years of Experience: 0
• Preferred Years of Experience: 2
• Comments: Minimum 0-2 years experience in a financial institution, with back- office environment preferred.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.