Job Description
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
· Daily post investments, withdrawals, ACH transactions, incoming and outgoing wires
· Track customer contacts in CRM software
· Track pending new investment applications until completed
· Research dormant investment before the investments are escheated to the state
· Perform special projects and duties as assigned
Key Qualifications
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.
CDF CAPITAL IS AN EQUAL OPPORTUNITY EMPLOYER M/F/D/V
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 CDF Capital/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 organization 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.