Record Retention Clerk

Responsible for performing specialized clerical duties such as record-keeping and managing forms and information. Responds to queries by retrieving information in file systems. The Records Retention Clerk supports the corporate records program by assisting with the maintenance, safekeeping and lifecycle management of official records for the credit union, ensuring corporate records are retained and disposed of in accordance with all applicable bylaws and regulatory requirements. The Records Management Clerk assists with administering, coordinating, implementing and maintaining the records management system for paper and electronic records, developing and establishing departmental and organizational records management policies and procedures and working through historical records to ensure proper retention.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties are normal for this position. These are not to be construed as exclusive, other duties may be required and assigned.

· Perform data entry.

· Add new files to archives.

· Modify or purge entries.

· Destroy files.

· Create new folders and files.

· Check to ensure files are complete.

· Work with electronic storage media

· Use scanners to convert forms, receipts, and reports into electronic format.

· Store and extract file information from computers.

· Uploads digital files and data.

· Organizes and archives records and documents.

· Retrieves data and files for other departments and personnel.

· Uses alphabetical and numerical systems to organize paper and electronic records documents.

· Checks paperwork, digital forms, and files, updating or correcting documentation as needed.

· Updates filing systems and devises new filing and organizational and storage systems for data and documents as needed.

· Creates new files and provides needed information on forms and reports.

· Secures and protects the privacy of documents.

· Scans paper documents and verifies that scanned documents are clear and legible.

· Processes requests for files and data.

· Discards documents when required in accordance with official procedures.

· Operates office equipment.

· Looks for ways to improve filing systems and designs forms and templates for data entry.

· Performs data entry.

· Works with vendors to assure safe archiving of documents.

· Checks and corrects documentation and placement of previously filed documents

· Completes special projects as assigned.

· Projects a professional image in dress, demeanor, and communication

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

· High school diploma/GED.

· Excellent communication skills, both written and verbal.

· Good listening and interpersonal skills.

· Strong attention to detail.

· Computer literate.

LANGUAGE ABILITY

· Ability to read and interpret documents such as regulatory rules, trade literature, and procedure manuals.

MATHEMATICAL SKILLS

· Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

· Ability to compute rate, ratio, and percentages.

COGNITIVE DEMANDS

· Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

· Ability to deal with problems involving several concrete variables in standardized situations.

COMPUTER SKILLS

· To perform this job successfully, an individual should have proficiency using data processing software as well as Microsoft Office products, especially Outlook, Word, and Excel.

PHYSICAL DEMANDS

· The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· While performing the duties of this Job, the employee is regularly required to sit, and talk or hear. The employee is frequently required to stand and walk. The employee must lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision.

Job Type: Part-time

Pay: From $17.00 per hour

Schedule:

• Monday to Friday

Work Location: In person

Salary : $17