Digital Records Specialist
Listed on 2025-12-23
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Administrative/Clerical
Primary Purpose of Job
Safely handles customer documents, ensuring important records are retained and available when needed. Uses the enterprise content management system (ECM) on a daily basis to scan, index, and archive new documents.
Major Job Accountabilities- Understands the records retention strategy and how to transform physical documents to digital records
- Prepares, maintains, and monitors accurate filing and retention of documents by the given SLA's .
- Understands and follows document retention policies and destruction schedules to ensure compliance with applicable laws and regulations.
- Promotes awareness, understanding and adoption of the records strategy through collaboration with business units across the organization
- Analyzes and reviews existing processes and procedures and makes recommendations for process improvement.
- Collaborates with teammates by responding to requests promptly, asking thoughtful questions and providing constructive feedback.
- Performs work at the assigned work location.
- Analytical: Excellent analytical and critical thinking skills to make sounds decisions and provide problem resolution. Able to use data to answer business questions and communicate through reporting.
- Communication: Excellent verbal, written and interpersonal skills.
- Customer Service: Ability to provide excellent customer service internally and externally. Must be able to keep sensitive customer and bank information confidential and secure.
- Organization: Excellent organization skills and attention to detail. Able to organize and effectively manage workload through prioritization.
- Personal: Demonstrated ability to work independently, effectively and efficiently to prioritize shifting deadlines in a fast paced and high-volume production work environment. Possesses a proactive and professional work attitude.
EOE, including disability/veterans
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