Records Clerk/Imaging Technical Specialist II

Company Expectations

In the performance of their respective responsibilities, all employees are expected to perform the following:

·         Predictable and reliable attendance as required to successfully perform the duties of the position.

·         Interact professionally with all employees, members, and general public.

·         Ability to perform job expectations in an accurate and efficient manner.

·         Complete required new hire, on-the-job and additional training as indicated by management and company policy.

·         Comply with all Mainstreet Credit Union policies and procedures as communicated in the Employee Handbook or elsewhere.

Position Overview:

The Imaging Production Specialist II position is responsible for sorting, filing, and imaging of all member related documents. The Imaging Production Specialist II position is also responsible for the following:

·         Demonstrates knowledge of credit union operating systems and displays familiarity with credit union forms.

·         Processes incoming requests from other departments and branch offices.

·         Supports workflow, productivity, and quality control standards.

·         Complies with company policies and procedures.

·         Sorting and preparing of hard copy documents for scanning while maintaining the security and confidentiality of all documents. 

·         Monitors documents from branch offices and other departments for paper record and quality assurance including documentation errors and auto-image accuracy and shares feedback and concerns with immediate supervisor, noting member accounts as needed.

·         Scans all prepared documents and is responsible for maintaining a consistent workflow of productivity and quality in imaging. Imports, indexes, and electronically files incoming images from other departments and outside sources. 

·         Performs follow up quality control functions to assure quality images and accurate filing.

·         Assists lending with management of paid loans and collateral protection insurance, provides files and member record information to staff as requested.

·         Participates in maintenance, retention, and destruction of all member related documents, as well as ongoing record organizing and imaging projects in compliance with CU and department procedures.

·         Communicate with internal team members regarding images, documents, or records requests.

·         Completes other duties as assigned.

Required Qualifications

·         High school diploma or general education degree (GED).

·         1 to 3 years similar or related experience required.

·         Minimum of 1 year Financial Institution experience preferred.

·         Strong attention to detail and accuracy skills.

Knowledge, Skills and Abilities:

·         Active listening skills

·         Self-motivated/self-starter

·         Detail oriented

·         Problem solving skills

·         Analytical skills

·         Communication skills

·         Interpersonal skills

·         Knowledge of credit union documents

·         Good judgment skills

·         Telephone etiquette skills

·         Excellent overall organizational skills

·         Computer terminal/PC skills (basic) to include spreadsheet and word processing.

·         Scanners, imaging software

·         10-key

·         General office equipment – copy machine, fax, etc.

·         Ability to meet deadlines

Physical Requirements:

·         Regularly required to talk and hear. Frequently required to stand, sit, walk, use hands to finger, handle or feel; and reach with hands and arms. Ability to lift as much as 40 lbs. is preferred.