Records Management Administrator

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!

Where You Will Work: This is an in-person role based at 4501 Intelco Loop SE, Lacey, WA 98503 ( Branches ).

The full hourly pay range is $27.42 - $41.13.

• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance ba sed and targets vary by role.

This position is responsible for overseeing the systematic handling of records within the credit union. Responsible for the efficient and systematic management of creation, receipt, maintenance, use and disposition of records, including processes for capturing, and maintaining evidence of and information about business activities and transactions in the form of records.

• Manages the DocRequest email inbox, uploads documents to ECM platform, processes research requests and inputs scanned branch documents. Oversees credit union record storage, determines storage methods and ensures consistency.
• Leads and manages the credit union's record management program across all formats, develops SOP's and guidelines for record storage, and creates scanning and physical file management plans.
• Advises managers on adequacy of documentation and creation and management of credit union records, keeping management informed on current and projected operational requirements.
• Maintains member files throughout all phases of the records lifecycle, including creation, indexing, filing, updating, closing and archiving, with emphasis on detail.
• Works with the records management team to update the ECM filing system and leads training to educate employees procedures and proper use.
• Prioritizes and processes work requests to retrieve, scan, or print records as needed for other staff members, auditors, examiners, and third-party legal requests.
• Collaborates with Compliance and Risk Management to maintain the records retention schedule and oversees the destruction of physical and electronic records.
• Maintains an accurate inventory of all digital and physical records, performs quality control to ensure proper filing and accessibility, and collaborates with the ECM application manager to enhance automation and streamline processes.
• Works with offsite storage to meet records management goals and complies with the retention schedule.
• Ensures duties performed are in compliance with all security, audit, regulatory compliance, information security, customer privacy, and Bank Secrecy Act/Customer Identification Program policies and procedures.
• Leads projects related to records management.
• All other duties as assigned.

• Minimum three (3) years of experience in records management, compliance, or a related role, preferably in a financial institution.

• Electronic Records Management Certification, ARMA International Certification.

• Experience with records management software and document imaging systems.
• Strong understanding of records retention regulations and best practices.
• Knowledge of, or ability to learn, credit union policies, procedures and established processes.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite and records management software.
• Strong analytical and problem-solving skills.
• Maintain a high level of confidentiality in all areas of responsibility.

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.