EDM Specialist; Onsite

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The Electronic Document Management specialist is responsible for preparing, scanning and quality checking of documents/images being converted to electronic/digital format, ensuring proper transfer and indexing of images.

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over $1.8 billion in assets. At CVB, a division of Frontwave Credit Union, we focus on creating consumer solutions that enhance the quality of life for our members through exceptional service and technology.

• Competitive pay, 401k matching, mortgage and auto discounts.
• 9–27 days of PTO per year (based on tenure) and 10 paid holidays.
• Affordable medical, dental, vision health plans and a Flexible Spending Account.
• Employee Assistance Program with a variety of services.
• Career development, training, coaching, mentoring, and tuition reimbursement up to $4,000/year.
• Culture of excellence and continuous improvement.
• We strive to be the best place you’ve ever worked!

• Monitors scan queues & indexes documents.
• Scans various member documents.
• Performs research and documentation for requesting parties.
• Provides copies of teller work, receipts, corporate checks, on‑us checks, signature cards and tax documentation to branches.
• Assists the Fraud Department in completing subpoenas within specified time frames.
• Gathers and provides documentation used for internal and external audits.
• Maintains scanning hardware.
• Prepares Excel reports for loans & new accounts received from the Core System to validate items received in OnBase.
• Validates document integrity.
• Monitors the EDM email box.
• Monitors incoming faxes and sends to correct department daily.
• Sorts department mail.
• Processes Bill Pay checks via Lock Box.
• Assists with any department/individual projects as assigned.
• Answers external/internal phone calls.
• Uploads Real Estate documents to OnBase, DMI and Bankers Advisory.
• Maintains knowledge of the department copiers and their abilities to enhance the scanning experience.
• Participates in OnBase training as scheduled by the EDM Manager.
• Serves as backup to the Electronic Document Management Clerk as needed.

Education and/or

Experience:

High School Diploma or GED.

One year of experience in document processing software and/or electronic document management, storage, and/or scanning.

Hyland OnBase experience preferred.

Salary Range: $19.73/hr – $29.60/hr

• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators—united, cohesive and engaged.
• We innovate and evolve.
• We create memorable experiences for life.
• We start with me.

Entry level

Full‑time

Other

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