Records Management Specialist Jobs

Summary:

The Records Management Specialist is responsible for researching, preparing and responding timely and accurately to various records requests such as subpoenas, summons, state and federal governmental requests, and claims from third parties on customer funds to prevent liability.

The qualified candidate should be highly organized, detail-oriented and possess the ability to effectively work independently but also work well in a team environment. In addition, this position requires the ability to maintain confidentiality. Exceptional verbal and written communication skills are necessary as well as interpersonal skills and the ability to work with and manage deadlines in a fast paced environment.

Position Responsibilities

• Coordinates with internal partners to collect and research documents responsive to records request.
• Maintains an accurate legal log of service of process served on the bank.
• Ability to carry out general administrative duties such as maintaining calendars, schedule and coordinate meetings, collate and distribute legal department mail, assist with routing bank branch questions to the appropriate responder, prepare expense reports and requests to accounts payment for payment of invoices.
• Entry of pertinent information relative to served documents into a document storage portal.
• Willingness to learn and maintain a working knowledge of the bank’s various programs (e.g., Silverlake, Xperience and OnBase).
• Respond to non-wage bank garnishments and levy claims.
• Process served documents received through mail and electronically.
• Confidential review of bank files and initiates holds or account restrictions as required.
• Research, gather and review records responsive to court orders, subpoenas, and other records requests.

Qualifications
Education and/or Experience:

• Exceptional written and verbal communication skills
• Friendly and professional demeanor
• Able to work independently
• Some college preferred
• High School diploma or general education degree (GED) Required
• Service of Process experience preferred
• Experience in word processing using Word