Senior Records Representative

U.S. Legal SupportHouston, TX
Onsite

About The Position

U.S. Legal Support is seeking an experienced Senior Records Representative with strong communication skills and a keen eye for detail to join their team. This role involves handling escalations, training new employees, and managing record retrieval processes while ensuring excellent customer service. The position is located onsite in Houston, TX (Greenspoint) and operates on a Monday-Friday schedule during standard business hours.

Requirements

  • 2-4 years of experience in a fast-paced customer service contact environment (B2B preferred).
  • Proven success in collections and/or customer service with a stable work history.
  • Customer Relationship Management (CRM) software experience required.
  • High School Diploma or equivalent required.

Nice To Haves

  • Relevant college coursework or certification preferred.

Responsibilities

  • Respond to inbound and outbound calls and emails while managing escalations and the “do not call” list.
  • Communicate with custodians to confirm receipt of record requests and ensure timely delivery.
  • Establish and maintain effective and cooperative working relationships with customers, clients, and custodians.
  • Advise custodians on necessary actions and strategies for record collections.
  • Act as a liaison between custodians and Customer Service Representatives to facilitate efficient record retrieval.
  • Track and update records using CRM software, ensuring accuracy and compliance.
  • Monitor outstanding requests and overdue records, taking appropriate action for resolution.
  • Maintain detailed documentation of custodian interactions, inquiries, and resolutions.
  • Organize follow-ups, escalation calls, and coordinate with supervisors as needed.
  • Ensure that all processes align with company policies and quality standards.

Benefits

  • Medical, Dental, and Vision insurance.
  • 401(k) with company match.
  • Paid Time Off (PTO) and 9 paid holidays.
  • Paid Parental Leave.
  • Short- and Long-Term Disability.
  • Employee Assistance Program.
  • Flexible Spending Accounts and Commuter Benefits.
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