26 days old

Records Retention Specialist

Jovia Financial Federal Credit Union
Westbury, NY 11590
  • Job Code
    RECOR02176-00001



Say Hello to Working on the Bright Side



We are Jovia Financial Credit Union (Formerly NEFCU). Our name evokes a way of joy, a feeling of optimism, trust and banking on the bright side. We are a new kind of credit union, one that combines service and value with the convenience that todays technologies allow. Our friendliness and energetic spirit make it easy to do business with us. At Jovia, our dynamic, fast growing culture awaits- come see for yourself.



Now with more than 3 billion in assets, 200,000 members, and 450+ employees, we attract the best and the brightest talent-- who do the right thing, present a can-do spirit in a culture of fun, fulfilment, advancement and development. Find your joy here, every day.



We give you:



  • Minimum of $16/hour to start, paid training

  • Open communication and an amazingly positive staff

  • Managers who value input from their employeeswe believe in you!

  • A friendly, inviting work environment

  • Work that feels like a second home with family events hosted by Jovia!

  • Leaders who are involved, transparent and coach you

  • Professional development and a perfect atmosphere for learning

  • Fun social activities to nurture creativity and teamwork

  • Great benefits Med/Dent/401K/pension, and tuition reimbursement and more (Full Time employees)

  • New in 2020! School Loan Repayment & Gym Reimbursement! (Full Time employees)

  • Lots of growth and advancement potential

  • A CEO with brilliant vision and aspiration

Want to know why were so happy? Click here to learn and meet our CEO!



What you will be doing:



  • Maintain and file all loan documentation in member file vault while limiting access to authorized personnel.

  • Retrieve files from Virtual Vault or physical vault upon request.

  • Maintain and file all recorded mortgage / loan documents in an orderly manner.

  • Daily indexing of tellers work, signature card rooms and any other rooms assigned on Synergy.

  • Scanning/Indexing of daily loan packets, individual document or Home Equity loan documents into appropriate file rooms

  • Boxing, tracking and shipping of record retention of paid in full member files, following departmental guidelines for sending items offsite.

What we need from you:



  • High School graduate


  • Ability to function with a minimum of supervision, good communication skills (verbal and written)


  • Familiarity with, or have exhibited the ability to learn, filing and information retrieval systems (including fiche, microfilm and optical disc)


  • Willing to work flexible hours when required


  • Exhibit a positive attitude, cooperative spirit, willingness to work as part of a team, and a commitment to member service

Be part of a growing not-for-profit organization where People are EverythingYou are important to us. Help our members meet their financial goals and achieve their dreams. Lets talk!



At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!





Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities



The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)



See job description





Posted: 2021-03-26 Expires: 2021-04-24
Sponsored by:
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Sponsored by:
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Records Retention Specialist

Jovia Financial Federal Credit Union
Westbury, NY 11590

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