Records Specialist

RSR Group • Winter Park, FL

1d • Onsite

About The Position

This position is responsible for obtaining and updating all customer information, such as account applications, Federal Firearms Licenses (FFLs), State Occupational Tax stamps (SOTs), state licenses, and state resale certificates; establishing new customer accounts; and communicating with current and potential customers, service professionals, vendors, and other departments.

Requirements

• Must be able to effectively communicate, verbally and in writing, with customers and co-workers.
• Proficient in Microsoft Word and Excel or similar applications.
• Strong multi-tasking, organizational, and follow-up skills are required.
• Requires a high level of accuracy and attention to detail.

Responsibilities

• Set up new accounts, which includes monitoring a shared inbox and the Records Portal for applications and documents, verifying all new account documents, entering FFLs, SOTs, state licensing information and resale certificate numbers, entering customers’ business information into the lead generation system, and creating electronic customer files.
• Maintain current accounts, which includes assisting with requests for current documents from other departments, removing inaccurate FFLs due to entity, address or ownership changes, updating customer accounts to reflect updated FFLs/FFL extension letter verifications, SOTs, state licensing information, resale certificate number, and/or address, entity, owner, or name changes, processing documents or notes submitted by customers via the website Records Portal, and closing customer accounts as directed by other departments.
• Monitor LoginRequest inbox and promptly provide password reset information.
• Follow up with potential customers to request additional documentation required based on customer set-up type and location.
• Maintain follow-up logs for documentation required for current customers due to account changes and follow up with these customers to ensure the documents are received.
• Serve as a back-up for the other Records Specialist, which includes checking the Dropships inbox at least once an hour and following up on FFL discrepancies.
• Function as one of the operators for the Records ring group, answering Records-related questions, and one of the secondary phone operators, directing incoming calls to the appropriate person.
• Assist with special projects as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed