Records Management Specialist
San Antonio, TX - USA
Job Summary
The Records Management Specialist is responsible for records retention deposit verification and all aspects of document imaging. This role ensures records are accurately imaged indexed retained and disposed of in compliance with established retention schedules and regulatory requirements. The specialist also supports third-party verification requests and ensures imaging tasks are completed accurately and within established timeframes. Pay rate is $18 hourly.
Duties and Responsibilities
Independently prepares documents receipts and teller work for scanning and imaging into appropriate folder locations.
Verifies all items are processed accurately and in a timely manner.
Ensures imaged documents are clear complete and properly indexed.
Analyzes records retention schedules and governmental recordkeeping requirements to determine timelines for transferring records to inactive or archival storage or for secure destruction of obsolete records.
Processes verification of deposit requests received from government agencies including but not limited to SSA and Accuity.
Maintains accurate up-to-date documentation of processes and procedures related to assigned work functions.
Accurately files and maintains both paper and PDF records.
Performs day-to-day records retention activities.
Assists other functional areas within the Loan Deposit Servicing Division as needed.
Performs other job-related duties as assigned.
Knowledge and Skills
Proficient in the use of software and hardware tools for creating storing retrieving and disposing of records.
Strong working knowledge of various record formats including paper electronic and microfilm.
Demonstrates professionalism courtesy and effective interpersonal skills; interactions are primarily routine and internal with limited member or vendor contact.
Exceptional organizational and time-management skills with strong attention to detail and the ability to independently manage workload and produce high-quality work.
Maintains current knowledge of applicable policies procedures and guidelines relevant to assigned responsibilities.
Education and Experience
High school diploma or GED required.
One to two years of related or similar experience preferred.
To apply please send a current resume to
LK Jordan & Associates in an equal opportunity employer. #LKJSATX
Required Experience:
IC
Key Skills
About Company
L. K. Jordan & Associates is one of leading temporary and temp-to-hire staffing agencies in Texas. Our services connect top talent with the best employers in Texas to help you reach your goals. Find talent for your team or start your career today!