Description

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our Core Values are at the heart of everything we do:

Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge

Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise

Integrity: Do What's Right; Speak the Truth; Own Our Actions

People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

• Organize and manage loan documents and files
• Assist with payments (taxes, insurance) and payoff processing
• Support lien filings, releases, and related tracking
• Help with insurance follow-ups, claims, and research
• Process mail, member requests, and basic communications 
• Assist with audits, reporting, and cleanup projects

What you’ll gain:

•   Real-world experience in banking operations and quality control
• Hands-on experience with real loan servicing processes from post-closing through payoff 
• Exposure to compliance requirements, documentation standards, and risk controls 
• Practical skills in financial transactions, recordkeeping, and operational workflows
• Experience working with cross-functional teams and supporting member needs 
• Insight into both consumer and real estate lending operations 
• Opportunity to build organization, accuracy, and problem-solving skills in a professional setting

Requirements

• Currently enrolled in an accredited college or university
• Strong attention to detail and organization
• Ability to follow structured procedures
• Comfortable with Microsoft Office (Excel, Word, Outlook) 
• Ability to manage repetitive tasks with accuracy and consistency
• Clear, professional communication skills 
• Customer service or office experience is a plus.
• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. We will provide on-line training to support this. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance

Salary: $20.00 per hour 

Weekly Hours: 40

Duration: 8 weeks (June 1 - July 31, 2026) with ability to work through mid-August if available

Equal Opportunity Statement: Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.