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Records Retention Coordinator - Bethpage, NY (TEMP)

FlexStaff Careers
Success, NY Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/17/2025

Job Description

FlexStaff is looking for a temporary Records Retention Specialist, to fulfill a 3-month assignment for one our external clients.

METICULOUS ATTENTION TO DETAIL A MUST, WITH ANY TIME OF LOANS EXPERIENCE A HUGE PLUS

Job Summary :

The Records Retention Specialist is responsible for the proper handling, retention and retrieval of Corporate, Branch, Member and S3 records throughout their lifecycle.

Responsibilities Include :

  • Prepare, scan and quality check documents / images being converted to electronic / digital format to confirm to quality control standards and departmental procedures.
  • Works with branches, third parties and long term storage provider to facilitate transmittal of documents to and from long term storage in accordance with "Record Retention Schedule Policy".
  • Responsible for maintaining complete and accurate files; researches and validates missing or incomplete information.
  • Log, track and maintain batch records and reports.
  • Adheres to departmental service level objectives, procedures and operating systems when executing tasks.
  • Monitors work queues and departmental email inboxes.
  • Will review and prepare Mortgage / Home Equity loan files for long term retention and ensure compliance to third party document and shipping requirements.

Requirements :

  • HS Diploma or Equivalent is required
  • 1 year of working experience
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