Overview
Operations Specialist I/II – Records Jobs in Portland, Oregon, USA at OnPoint Community Credit Union
OnPoint Community Credit Union, Portland, Oregon, United States of America
Job Description
Posted Friday, April 11, 2025 at 7:00 AM
Overview
The Operations Specialist on the Records team works to fulfill many types of requests relating to the documents used throughout the organization. The Records Specialist fulfills branch and department requests for information, as well as acts as an intermediary and processor for legal requests for document reproduction. The Records Specialist must effectively utilize resources to consistently provide the very highest level of service to members, branches, and other departments.
They must work effectively in a team environment and welcome a challenge. This team must accomplish multiple assignments and projects with minimal supervision and within strict legal deadlines. The Records Specialist must believe in a service philosophy of owning issues through completion and to exceed service level expectations in every interaction.
Responsibilities
Records:
Use critical thinking to efficiently process and sort incoming paperwork from branches and departments
Scan and index documents for permanent archival via Nautilus
Troubleshoot and provide process improvement suggestions when standard processes are not efficient or effective
Research and fulfill subpoenas, court orders, and summons by providing member information within legal timelines
Recognize and escalate scenarios that require special handling
Sort returned mail
Research and fulfill requests for Branch/ATM video footage
Research and fulfill requests for member documents from Branches and Contact Center
Assist with any department projects
Provide support to the greater Deposit Operations team as needed
Overall:
Provide professional, high-quality service to our members, fellow employees, and those who request member documents
Contribute to a sense of teamwork and purpose within the department
Provide input in increasing operational efficiencies and controlling department expenses
Comply with all security and confidentiality procedures
Follow all internal control procedures
Schedule your work time and resources to ensure all work is completed accurately and on schedule
Assist in completing various tasks within the department, and other departments, as needed
Knowledge, Skills & Abilities:
Self-starter, able to complete tasks with minimal guidance
Strong, proven time management and organizational skills
Effective verbal and written communication skills for both internal and external interactions
Ability to identify, analyze, and resolve operational and member issues
Ability to learn rapidly and adapt quickly to changing situations
Demonstrated the ability to work independently as well as in a team environment
History of successfully handling multiple tasks in a fast-paced environment, all while making sound decisions and consistently achieving performance expectations
Strong understanding of credit union operations, procedures, and applicable regulations
Proven accuracy, thoroughness, and orderliness in performing work assignments
Qualifications:
High school graduate or GED required
Minimum of 2 years of successful experience working in a financial institution
Physical Requirements:
Occasional lifting/pushing/pulling of objects up to 50lbs
Constant 10-key typing
Frequent sitting, walking, and standing
OnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.
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Title: Operations Specialist I/II – Records
Company: OnPoint Community Credit Union
Location: Portland, Oregon, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator)
