Operations Representative (Temporary Coverage)

Accountabilities: Process daily operational work queues accurately and within established service-level agreements. Perform account updates, corrections, verification activities, and maintenance requests in accordance with internal policies and regulatory requirements. Review documentation for completeness, accuracy, and compliance while maintaining audit-ready records and electronic documentation. Research and resolve exceptions, discrepancies, and processing issues, escalating irregularities or potential risks when appropriate. Follow up with members regarding account changes or identified issues, providing clarification and obtaining required approvals. Apply applicable federal and state regulations, internal procedures, and operational controls consistently across assigned workflows. Protect sensitive member information and maintain strict confidentiality throughout all processing activities. Identify recurring issues, workflow challenges, and opportunities to improve accuracy, efficiency, and clarity. Participate in cross-training to provide support across multiple operational desks as priorities change. Contribute to a collaborative, consistent, and service-oriented operations environment and perform additional duties as assigned. Requirements 1–2 years of work-related experience within a full-service financial institution or a related field is preferred. In-depth knowledge of credit union products, services, procedures, guidelines, and field-of-membership requirements. Strong understanding of regulations applicable to operational and transaction-processing responsibilities. Ability to communicate effectively with audiences at different organizational levels. Strong attention to detail, organization, and accuracy when handling financial transactions and sensitive information. Ability to research discrepancies, identify potential risks, and escalate issues appropriately. Proficiency with Microsoft Office applications, particularly Word, Excel, and Outlook. Working experience with Symitar for Windows (Episys) is preferred. Ability to work effectively in a remote environment while managing multiple priorities and service-level expectations. Benefits Full-time, remote position. Targeted hourly compensation of $22–$26 per hour . Temporary assignment with an anticipated end date in July/August 2027 . Cross-functional exposure across multiple financial operations areas. Opportunities for cross-training and development across operational desks. Work in a collaborative, service-oriented environment focused on operational accuracy and continuous improvement.