What are the responsibilities and job description for the Records Management Specialist I position at San Diego County Credit Union?
Position Summary:
The position of Records Management Specialist I is established to guarantee the accurate and timely imaging, processing, filing and retrieval of Credit Union records.
Essential Duties and Responsibilities
Receive and sort Credit Union data in paper and electronic format including, but not limited to records of transactions, correspondence and branch documentation.
Accurately scan, validate, and verify data, including but not limited to credit union invoices.
Process incoming scanned batches from the branches.
Monitor processing of eReceipts, IDs, loan and real estate files, member records, wires, and rates in imaging system.
Respond to service portal, email, and phone requests for statements, checks, and various member documents from branch and department personnel.
Interface with different department representatives and assist as required in record maintenance, quality control, and document control.
Research and produce requested records for deposition subpoenas, social security requests, and IRS summons and ensure responses are accurate and in the proper format.
Review and update Records Management procedures on an annual basis as assigned.
Ensure security and confidentiality of Credit Union documents, member documents, and personally identifiable information (PII), including but not limited to applications, contracts, invoices, and identification cards and government IDs.
Assist with Mail Room sorting and bin tracking as needed.
Maintain department averages in scanning, validation, and request processing.
Other Duties and Responsibilities
Perform other duties as assigned.
Physical Demands and Work Environment
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 use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Minimum Qualifications (Education, Experience, Skills)
- High School diploma or equivalent.
- Preferred 6 months of experience in a records management or administrative setting.
- Preferred experience with Microsoft Office.
- Proficient in typing, data entry, spelling, and grammar.
- Ability to communicate with a variety of people in a professional manner.
- Demonstrated ability to work in a team-based environment
- Knowledge of document scanning/imaging and quality assurance controls, mitigating possible risks.
- Ability to work under pressure. Flexible with assigned duties.
- Accurate and detail oriented.
