TEMP Records Retention Specialist

Bethpage Federal Credit Union • Bethpage, NY

372d

About The Position

Bethpage has a commitment to excellence and the highest standards of member service. Our values and behaviors are critical to the success and growth of the business and they were all created with a unique cultural foundation. To review our values and behaviors, please visit The Brand is You.

Requirements

• Proficiency in using DNA Publisher (cView) for interdepartmental communication and task assignment
• Experience with iDentifi for managing digital files
• Familiarity with Iron Mountain Connect for inventory data management
• Knowledge of Sharepoint for tracking document status and long term storage processes

Responsibilities

• Prepare, scan and quality check documents/images being converted to electronic/digital format to confirm to quality control standards and departmental procedures
• Works with branches, third parties and long term storage provider to facilitate transmittal of documents to and from long term storage in accordance with 'Record Retention Schedule Policy'
• Responsible for maintaining complete and accurate files; researches and validates missing or incomplete information
• Log, track and maintain batch records and reports
• Adheres to departmental service level objectives, procedures and operating systems when executing tasks
• Monitors work queues and departmental email inboxes
• Will review and prepare Mortgage / Home Equity loan files for long term retention and ensure compliance to third party document and shipping requirements

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Number of Employees: 501-1,000 employees