Document Specialist

About Us: 

Community Financial Credit Union is a full-service financial institution that serves anyone living, working, worshiping, or attending school in Michigan. We are a not-for-profit institution and have been in business for over 70 years!  

So, what makes Community Financial innovative and unique? Community Financial is not only the place you want to bank, but it is also a great place to work! We’ve been recognized as one of the Regional Best and Brightest companies for the last 18 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, were also recognized as the Best and Brightest in Wellness in 2024.  

Our Opportunities:

We are proud to offer a variety of professional development opportunities for our team members. From mentorships to internal growth programs, Community Financial aspires to provide team members the opportunity to reach their career goals while being their true, authentic self. We pride ourselves on being an employer of choice that puts our members and team members first by offering many hybrid and remote opportunities depending on your passion. 

About the role:

The Document Specialist plays a critical role in supporting residential and consumer lending operations. This position oversees the efficient management of lending mail, loan payoffs, and digital files archived within the credit union. This position is essential in assisting the lending operations team by handling outgoing mail and checks and ensuring the smooth and timely execution of key functions. 

This position has a starting hourly rate of $18.94, but your offer amount may be increased with relevant work experience and transferrable skills.  

A Day in the life of a Document Specialist can look like:

• Oversee the processing of all incoming and outgoing mail within the lending department, ensuring each piece is efficiently archived, distributed, or handled appropriately based on its specific type and urgency.
• Oversee, prepare, and distribute loan disclosures, ensuring compliance with regulatory standards. Handle the final documents out queue for timely processing and delivery, accurately track and file mortgage documents in Simplifile, and prepare documentation for sold loans, ensuring secure storage of original notes. 
• Generate, scan, and promptly mail adverse action letters, release of liens, and title packets as needed, ensuring compliance and timely communication.
• Efficiently scan, index, and categorize documents into the credit union’s imaging system, ensuring accurate organization and easy retrieval.
• Act as the primary contact for our internal audit team with requested documentation for examinations and audits.

What you bring to the table:

• High school diploma or equivalent.
• 1 year of experience working with loan documents or related experience. 
• Proficiency using Excel and Word.

You might also have:

• 2 years of experience working in an office setting with clerical duties.

Our Culture: 

At Community Financial, our purpose is to create joy and ignite Michiganders’ impossible dreams. A culture of joy and impossible dreams is a culture of belonging: belonging is the spark. Guided by our values of Relentless Care, Hustle & Grind, Gratitude, and Huzzah!, we create a Culture of Belonging where every team member and member feels valued, connected, supported and can be their authentic selves.   

We’re relentless in our commitment to our team, offering a workplace that puts people first in the following ways: 

• Valuing and integrating belonging. We understand that to create true belonging we need to be intentional with our purpose which is why we have integrated it into all areas of our work. 

• Listening is our superpower. We ensure every team member has a seat at the table, a voice that is listened to, and leaders that care relentlessly! When we listen, we utilize surveys, feedback forums, leader  listening sessions, , focus groups, and task forces to innovate and drive the team member and member experience.  

• Cultivating safe spaces for all. Whether we are working at one of our offices or you’re working from your home or remote work location, making sure our team members are physically safe and can be their full authentic self is important. 

• Prioritizing team member wellbeing. With a trained Wellbeing advocate and dynamic benefits, we aim to provide our team members and their families with resources and support around professional, emotional, community, financial, social, and physical wellbeing. 

• Creating community through connection. Team members are encouraged to engage with our numerous Community Resource and Connection Groups. These groups build community and allyship beyond our day-to-day roles and responsibilities. Team members also have many opportunities to connect and create impact in our communities.

• Beyond Remote Work.  Our best work often happens when we have the flexibility to thrive in an environment where we’re most productive. To continue to spark joy and empower our team members, a variety of our positions allow for flexible working arrangements while ensuring you are not alone regardless of if you work from home, at any of our dynamic workspaces, or face-to-face with our members at one of our 14 branches across this great state.   

As an employer of choice shaping the future of work, we’re proud to cultivate a community of passionate advocates for the credit union movement—both within our organization and across the communities we serve.           

As a team member at Community Financial Credit Union, you’ll enjoy:

• Comprehensive medical, dental, and vision plans 
• Four weeks of PTO for all full-time team members  
• Up to 12-weeks paid paternity/maternity leave
• Lifestyle Accounts to help with your personal wellbeing 
• Family Health Benefits 
• Paid time off to observe all Federal Holidays 
• Flexible work options, including flex scheduling and work from home for many positions
• A generous 401k match 
• Numerous employee engagement activities 
• Community Resource Groups 
• Paid time off for occasions such as volunteering, caregiving, and family events 

Contact/application information:

If this description appeals to you, please submit an application! A member of CFCU’s Talent Acquisition Team will be in contact with you shortly! 

Equal Employment Opportunity Policy:

Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.  

Disclaimer:

This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. 

Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!