Records Management Specialist

Essential Duties and Responsibilities

• Research, gather and review records responsive to court orders, subpoenas, and other records requests.
• Process served documents received through mail and electronically.
• Entry of pertinent information relative to served documents into a document storage portal.
• Confidential review of bank files and initiates holds or account restrictions as required.
• Respond to non-wage bank garnishments and levy claims.
• Willingness to learn and maintain a working knowledge of the bank’s various programs (e.g., Silverlake, Xperience and OnBase).
• Coincides with internal partners to collect and research documents responsive to records request.
• Maintains an accurate legal log of service of process served on the bank.
• Able to carry out general administrative duties such as maintaining calendars, scheduling and coordinating meetings, collating and distributing legal department mail, assisting with routing bank branch questions to the appropriate responder, preparing expense reports and requests to accounts payment for payment of invoices.

Education And/or Experience

• High School diploma or general education degree (GED) Required
• Some college preferred
• Service of Process experience preferred

Skills And Abilities

• Able to work independently
• Friendly and professional demeanor
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
• Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties.

Qualifications

• Able to work independently
• Exceptional written and verbal communication skills