EDM Specialist (Onsite)

The Electronic Document Management specialist, is responsible for preparing, scanning and quality checking of documents/images being converted to electronic/digital format. Ensures proper transfer and indexing of images.  

 

About Frontwave Credit Union:

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At CVB, a division of Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

 

What’s In It For You:
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure) and 10 paid holidays.
Affordable medical, dental, vision health plans, and Flexible Spending Account.
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you’ve ever worked!

 

Essential Duties and Responsibilities:

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.

 

Performs record retention operations for the credit union such as:

• Monitors scan queues & index documents
• Scan various member documents
• Performs research and documentation for requesting party
• Provides copies of teller work, receipts, and corporate checks, on-us checks, signature cards and tax documentation to the branches.
• Assists the Fraud Department in completing subpoenas within the specified time frames.
• Gathers and provides documentation used for both internal and external credit union audits.
• Maintains scanning hardware
• Prepares Excel reports for loans & new accounts received from the Core System to validate items have been received in OnBase.
• Validates document integrity
• Monitor EDM Email box
• Monitor incoming Faxes and send to correct department daily
• Sort department mail
• Process Bill Pay check via LockBox
• Assist with any Department/ Individual Projects as assigned
• Answer External/Internal phone calls
• Uploads Real Estate documents to OnBase, DMI and Bankers Advisory
• Maintains knowledgeable of the department copiers and their abilities to enhance the scanning experience.
• Participates in OnBase training as scheduled by EDM Manager
• Serves as back up to the Electronic Document Management Clerk as needed.

Education and/or Experience:

High School Diploma or general education degree (GED).

One year experience in document processing software and\or electronic document management, storage, and or scanning.

Hyland OnBase experience Preferred.

 

Salary Range: $19.73/hr - $29.60/hr

 

 

 

 

 

When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards:

• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators - united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We starts with me.