Intake Specialist
Company: Kauai Federal Credit Union
Location: Lihue
Posted on: June 22, 2022
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Job Description:
PURPOSE AND SCOPE - - - - - - - - - - - - - - - - - - - - -
-Serve as a resource and primary processer of the CRUA (Coronavirus
Rental and Utility Assistance Program) funding and processing of
applications. - ESSENTIAL JOB FUNCTIONS 1. Respond to applicant
communications regarding the CRUA program. -This may include
answering phone calls, responding to voicemails, email, text, and
mail. -Ensure that inquiries are responded to timely and with a
high level of service quality. - 2. Facilitate a smooth transaction
with the applicant as a liaison between the applicant the credit
union. -Work with applicants to ensure that all necessary documents
are completed correctly and collected timely. - - 3. Assist in the
disbursement of funding to the applicants of CRUA. Must be highly
organized and be able to perform self-check for accuracy of work
performed. This may also include preparing the applicants funds to
be mailed. - - 4. Be able to effectively answer questions about
status of applications, follow process flows, and update manager on
status of queue management. - 8. Effectively troubleshoot and
problem solve for any issues that may arise as part of the
application process. - - 9. Must comply with applicable policies,
laws and regulations, including but not limited to the Bank Secrecy
Act, the USA PATRIOT Act, Office of Foreign Assets Control, and the
Equal Credit Opportunity Act. - - 10. Project a positive attitude
and patient, open listening, and communication skills. - 11.
Perform other work as assigned. - - SUPERVISION RECEIVED - - - - -
- - - -Work with minimal supervision and direction from the Program
Manager. - - - - - - - - -Empowered to solve problems in a
professional and timely manner. - - - - - - - - -Exercise
discretion and independent judgment in tasks/situations detailed in
departmental procedures. IDEAL EDUCATION AND/OR EXPERIENCE - - - -
- - - - - - -High school graduate with two-year college courses
and/or the equivalent of experience. - - - - - - - - -Financial
institution and customer service experience preferred, but not
required.
KNOWLEDGE/SKILLS REQUIRED -Must be able to communicate (verbally
and in writing) clearly in the English Language.Proficiency in MS
Office (Word/Excel) and Outlook preferred. -
REASONING/DECISION-MAKING/PLANNING ABILITY -Must be able to make
good decisions dealing with applicants, credit union employees, and
the public in a timely manner. - CUSTOMER/MEMBER INTERFACE -Daily
and direct, face-to-face contact with external or internal
customers or members; may be followed up with correspondence,
telephone, electronic messaging, etc. - -PHYSICAL DEMANDS -Work
Environment: - - - - - - - - -"Moderate" noise level in an enclosed
air conditioned facility (e.g., office with computers, printers,
work area with light traffic, telephones, etc.). - - - - - - - -
-Usually indoor work with occasional work outdoors. - - - - - - - -
-Must be able to lift, push, and pull a minimum of 25 lbs. - - - -
- - - - -Must be able to operate office equipment such as:
computer, telephone, scanner/printer, and calculator. - - - - - - -
- -Position may require prolonged sitting, standing, and walking. -
- - - - - - - -May be required to drive to other locations and
community organizations using a personal vehicle to help facilitate
the program. - - TRAVEL REQUIREMENTS Some travel may be required to
attend meeting/educational offerings by car or aircraft to various
locations throughout the United States. -The length of the travel
varies by purpose. - - - - - - - - - - - - - - - - - - -
-ATTENDANCE REQUIREMENTSPlease note that scheduled attendance
requirements may change due to business needs. -This is a full-time
position and hours may vary depending on scheduling needs. - - - -
- - - - - - - - - - - - - - - - - - - -Must be able to work
additional hours, weekends, and Holidays as needed. -
Keywords: Kauai Federal Credit Union, Maui , Intake Specialist, Other , Lihue, Hawaii
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