Processing Management Intern

Advancial Federal Credit Union

Posted 3 months ago

Internship

Dallas, Texas

In Person

Smart Summary

Responsibilities

Assist with the maintenance, retrieval, and organization of confidential paper documents and loan contracts. Coordinate the transfer of files to Iron Mountain storage and update tracking records accordingly.

Qualifications

You are currently enrolled in high school, college, or trade school and are eager to gain experience in processing management. You will be responsible for assisting with the maintenance, organization, and retrieval of confidential records, ensuring their integrity and proper storage.

Must Have Skills for ATS

ANET

Job Description

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

Responsible for assisting the file room representative with the maintenance of paper documents that are maintained by the organization.  Assists with retrieving records as needed and ensure system is well organized.  Maintains the integrity of the confidential records stored in the file room.

What You'll Do:
  • Pull the backlog of closed indirect loan contracts and prepares them for Iron Mountain storage.
  • Update ANET tracking records for files sent to Iron Mountain.
  • Check files at regular intervals to ensure all items are correctly sequenced and placed.
  • Respond to internal staff requests for files or documentation located in the file room.
  • Complete Processing Management projects within required timelines.
  • Provide backup support for various Processing Management duties as needed.
  • Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

This internship requires no previous experience; however, current enrollment in high school, college, or trade school is required.

This role will travel between our Corporate Office (10000 North Central Expressway, Dallas, TX 75309) and our Remote Offices Center (100 E Royal Lane, Suite 300, Irving, TX 75309), depending on assignment.

Compensation ranges from $16-18 per hour.

Advancial Federal Credit Union

With over $2 billion in assets and 85 years of experience, Advancial is a full-service financial institution providing personal, convenient and innovative financial services to individuals and select group partners. Advancial's primary mission is to anticipate the needs of its members by providing timely, unbiased and intimate financial advice and a full array of technology-enabled products and services that deliver exceptional value. Advancial delivers financial security and the knowledge to help our clients plan and grow a successful financial future. A substantial investment is made into getting to know each individual in order to provide personalized financial solutions. For career opportunities visit advancial.org/careers Federally Insured by the NCUA. We conduct business in accordance with the Federal Fair Housing Law.
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