Job Description
Title: Investment Servicing Representative Reports to: Director of Investor Relations Department: Investor Relations Classification: Full-Time FLSA: Non-Exempt
Position Summary The Investment Servicing Representative interacts with both new and existing customers and performs a variety of complex tasks, relying on experience and judgment to plan and accomplish goals in handling all areas of the customer’s needs. Works under the general supervision of the Director of Investor Relations and uses initiative and independent judgment within established policy and procedural guidelines.
Essential Functions • Follow procedures in Process Street • Provide online investment access support to customers • Input completed new investment and renewal information into Phoenix software program • Scan investment/accounting files into digital storage • Review investment files for completeness prior to scanning • Open and distribute daily incoming mail • Daily post investments, withdrawals, ACH transactions, incoming and outgoing wires • Process incoming checks for deposit to Bank • Track customer contacts in CRM software • Track pending new investment applications until completed • Maintain and balance investment interest distributions, ACH transaction batches, monthly and quarterly reports within both correspondent banking system and Phoenix system, with emphasis on data integrity • Process all return mail for address changes, researching data as required and correcting database • Research dormant investment before the investments are escheated to the state • Provide general clerical support to the Investment teams • Perform special projects and duties as assigned
Key Qualifications • A living, vital faith in Jesus Christ • Two year experience business-related experience or two years college experience • Strong oral and written communication skills • Strong computer skills including experience using MS Word, Excel, etc. • Strong problem solving skills with the ability to develop and/or recognize creative, appropriate solutions that enhance team services • Willing and able to adjust to multiple demands, shifting priorities, and rapid change to reach team objectives
Working Conditions The physical demands described here are representative of those that must be met by the employee to successfully perform the essential functions of the position. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions. The employee must sit for prolonged periods, and stand, walk reach, twist, turn, bend, and stoop in the performance of daily office activities. The employee must be able to grasp, use repetitive hand movements and fine coordination to use a computer keyboard. The position also requires the employee to use near vision in reading correspondence, data and using a computer. Hearing is required when communicating by phone and/or in person. The need to lift, drag, and push files, paper and documents weighing up to 25 pounds is also required.
General Information The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.
Equal Employment Opportunity The Company is an equal opportunity employer and makes employment decisions on the basis of merit, qualifications and abilities. We want to have the best available person in every job. Company policy prohibits unlawful discrimination based on race, color, sex, marital status, age, national origin or ancestry, physical or mental disability, medical condition including genetic characteristics, or any other consideration made unlawful by federal and state laws and local ordinances applicable to non-profit religious corporations that are part of Church Development Fund, Inc. Such discrimination is unlawful. As an integral part of the Christian Church/Churches of Christ, the Company’s non-profit ministries can and do discriminate on the basis of its religious beliefs and practices, as allowed.
Company Description
We are a Christian Non Profit ministry affiliated with Restoration Movement churches, and non-denominational independent Churches of Christ. CDF Capital was founded in 1953 with a single mission to help churches grow. At that time, the most significant barrier for church expansion was access to the financial capital needed to purchase land and construct buildings, so we stepped in and provided loans and investment options to help fund these projects. Today, we recognize that church growth and sustainability require much more than money. We see the need for leadership development and spiritual resources, and are uniquely positioned to provide comprehensive services. Our Leadership Capital (LC) division partners with church leadership to increase the Clarity, Health and Alignment of the church. This is what we call Transformational Capital, which is the ideal resourcing of Financial, Leadership, and Spiritual Capital–to address each of these needs. These three factors come together to create Kingdom Impact and Growth.