Processing Management, Manager - Advancial Federal Credit Union

SUMMARY

Processing Management Manager will oversee the activity of the Processing Management Department and will ensure efficient operations by planning, leading and implementing accurate, and timely processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

Manages, leads and implements Processing Management projects effectively while ensuring day to day responsibilities are achieved. Develops the project charter and provides routine updates to leadership and key stakeholders on project progress.  Collaborates with the appropriate stakeholders to implement the proper training for staff. 

Oversees and coordinates general ledger reconciliation of the Remit Central payments.

Completes GL balancing and reports for management in accordance with generally accepted payment processing practices and Credit Union policies and procedures.

Assists in identifying payment exception trends and potential exposure that would negatively impact the Credit Union.  Makes recommendations to remedy risk exposure and mitigate losses.

Identifies, develops and recommends process improvement for the department.  Improves and drives the efficiencies that will increase production to improve the Credit Union’s security interests. Develop, prepare, recommend and implement procedures for the Processing Management Department.

Manages processing duties to include but not limited to scanning all documents into our system of record, payments to member accounts, insurance and dealer payoffs to member accounts, sending documents to members, branches and/or other third party providers, and subpoena requests.  Oversees payment exceptions and ensures action plans, processes and strategies are minimized.

Manages day to day activities of the staff and delegates job duties accordingly. Provides support and assistance to employees in the department. Forecasts and plans staffing needs for the department using qualitative metrics, guidelines and standards.

Provides leadership to the department and establishes programs to support, mentor and develop employees. Ensure a positive culture within the Processing Management Department. Provides continuous feedback and directs the discipline or termination of staff in collaboration with Human Resources. Manages employee attendance and time records.  

Directs employee training to improve efficiency.  Ensures conformance with standard procedures and practices.  Maintains harmony among workers and resolves grievances.

Manage vendor relationships with Processing Management partners and oversee and coordinate department systems.  Assures system performance meets the Credit Union service expectations and supports strategic goals. 

Manages the daily, weekly and monthly reports that reflect the Credit Union’s total outstanding document or payment exceptions. Works with key stakeholders to resolve outstanding document or payment issues.  Collaborate with the Audit Department and ensure necessary information is provided for internal and external audits, regulatory monitoring, and all other required reporting.

Participates, manages, implements, evaluates, monitors and forecasts business plans for the department. Improves member service and satisfaction as needed.  Implements and participates in a resolution and escalation process for member issues.

Partners with Advancial Mortgage team to establish and maintain relationships with our outside mortgage investors to promote goodwill and generate new business for the Credit Union.

Develop and maintain materials on the Credit Unions Processing Management services and train employees annually in partnership with the Training Department.

Maintain a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.

Ensures positive relationships with the branches, internal departments and external partners.

SUPERVISORY RESPONSIBILITIES

Directly supervises 6 to 7 employees in the Processing Management Department.  Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

The pay range for this position is $67,000-$84,000/yr. and is based on experience.

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

EDUCATION and/or EXPERIENCE

Associate's degree (A. A.) or equivalent from two-year college or technical school; two years related experience and/or training including one year of supervisory experience; or equivalent combination of education and experience.

LANGUAGE SKILLS

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write reports, business correspondence, and procedure manuals.  Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS

None needed.

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl; and talk or hear.  The employee frequently is required to sit.  The employee is occasionally required to climb or balance.  The employee must regularly lift and/or move up to 10 pounds, and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

TRAVEL

The travel demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Traveling requirements are minimal but may include traveling for additional training or seminars.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.

We invite you to learn more about this position and what Advancial has to offer by completing our online application. 

Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters

Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information.

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.