Filing Clerk

The role

Duties: • Locate Files and file documents, especially loan forms and information for Loan Officers' • Assign and record or stamp identification numbers or codes (according to Credit Union procedure) in order to index materials for filing. Enters these codes into systems (log book or computer) to make it easier to retrieve files. • Classifies files and materials according to guidelines • File member information which includes priority loan information (i.e., member denial Information, member cancellation information) • File documents according to credit union procedures. • Find and retrieve information from files in response to requests from authorized users. • Track materials removed from files in order to ensure that borrowed files are returned. • Gather materials to be filed from departments and employees. • Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage according to file maintenance guidelines and/or legal requirements. • Perform periodic inspections of materials or files in order to ensure correct placement, legibility, and proper condition. • Performs light clerical duties as needed such as faxing and photocopying. • Thorough preparation of documents to be scanned and ensure accurate scanning of pertinent documents. • Store and purge scanned documents as designated • Pull and sort all closed accounts. • Organize Closed Accounts and Paid Loans. Qualifications, Experience, Skills: • High School Graduate or equivalent vocational training • At least 1-2 years experience / training in the field • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. • Strong communication skills • Time-management and organizational skills • Attention to detail, dependable, and ability to multi-task • Proficient in Microsoft Core Applications