Overview:
Remote
The Operations Specialist on the Records team works to fulfill many types of requests relating to the documents used throughout the organization. The Records Specialist fulfills branch and department requests for information, as well as acts as an intermediary and processor for legal requests for document reproduction. The Records Specialist must effectively utilize resources to consistently provide the very highest level of service to members, branches and other departments. They must work effectively in a team environment and welcome a challenge. This team must accomplish multiple assignments and projects with minimal supervision and within strict legal deadlines. The Records Specialist must believe in a service philosophy of owning issues through completion and to exceed service level expectations in every interaction.
Responsibilities:
- Mentor:
- Act as a mentor to other members of the Records Team.
- Assist in the Onboarding and Training of new Records Teammates.
- Perform Quality Reviews on peer task completion for Garnishments, Subpoenas, and document scanning.
- Act as liaison between Records Team and other departments within the organization as well as Law enforcement agencies when follow-up is needed.
- Use critical thinking to efficiently process and sort incoming paperwork from branches and departments
- Records Management:
- Process and sort incoming paperwork from branches and departments, and returned mail.
- Process requests from branches and contact center by providing member information.
- Scan and index documents for permanent archival using Nautilus.
- Respond to subpoenas, court orders, and summons by providing member information.
- Process member account Garnishments within compliance requirements.
- Departmental Support:
- Assist in completing various tasks within the department, and other departments, as needed.
- Provide professional, high-quality service to members, fellow employees, and those who request member documents.
- Contribute to a sense of teamwork and purpose within the department.
- Provide input in increasing operational efficiencies and controlling department expenses.
- Comply with all security and confidentiality procedures.
- Follow all internal control procedures.
- Schedule your work time and resources to ensure all work is completed accurately and on schedule.
Knowledge, Skills & Abilities:
- Strong foundational knowledge of credit union operations, procedures, and applicable regulations.
- Proven ability to handle complex tasks independently and within tight deadlines.
- Excellent organizational and time management skills.
- Strong verbal and written communication skills.
- Ability to identify, analyze, and resolve operational and member issues.
- Adaptability to changing situations and willingness to learn new skills.
- Demonstrated ability to work effectively in a team environment.
- History of successfully handling multiple tasks in a fast-paced environment while maintaining accuracy and meeting performance expectations.
- Attention to detail and commitment to accuracy.
Qualifications:
- High school graduate or GED required.
- Minimum of 2 years of experience working in a financial institution preferred.
- Preferred: Minimum of 1-year successful experience working in Deposit Operations
Physical Requirements:
- Occasional lifting/pushing/pulling of objects up to 50lbs.
- Constant 10-key typing.
- Frequent sitting, walking, and standing.
This position is hybrid, 50% working in office and 50% working from home. Flexibility in scheduling is required. Hybrid availability is dependent on the business need and tasks assigned, and is subject to change.
