Records Specialist I

MAX Credit Union•Montgomery, AL
•$13 - $19

About The Position

The Records Specialist I organizes and maintains physical and electronic documents, including titles, member records, and business folders, following established procedures. The role audits documentation for accuracy and completeness, processes incoming and outgoing mail, and proofreads documents before filing or processing. It also fulfills documentation requests while maintaining confidentiality and provides professional service to members and internal teams. The position collaborates across departments, supports administrative and operational tasks as assigned, maintains a member-first mindset, upholds core values, builds relationships, and completes required training.

Responsibilities

  • Organizes, files, and maintains physical and electronic documents, including titles, member records, and business folders, in accordance with established procedures.
  • Conducts regular audits of documentation to verify accuracy, completeness, and proper indexing.
  • Processes incoming and outgoing mail, ensuring timely distribution and appropriate documentation of received items.
  • Proofreads and verifies documents for accuracy and completeness before filing or processing.
  • Retrieves and fulfills internal and external requests for documentation, with attention to confidentiality and precision.
  • Provides courteous, efficient, and professional service to members and internal teams.
  • Collaborates with other departments to support the smooth and timely exchange of documentation.
  • Supports other administrative or operational tasks as assigned.
  • Maintains a member-first mindset.
  • Upholds core values and builds team member and customer relationships.
  • Completes required training.
  • Performs other duties as assigned.
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