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Records Representative

Company: Michigan Schools and Government Credit Union
Location: Troy
Posted on: May 22, 2023

Job Description:

Founded by a small group of educators, Michigan Schools & Government Credit Union (MSGCU) has been providing quality financial services to the community for more than 67 years and welcomes everyone in Michigan to bank with us. We are financial champions committed to helping our members achieve financial success by rallying behind them and their goals. As the sixth largest Credit Union in Michigan, MSGCU has 18 branch offices in southeast Michigan...soon to be 20! We have over 400 team members, more than 140,000 members, $3.3 billion in assets, and a 95% member satisfaction rating for two decades. We are a caring organization that strives to ensure an equitable and inclusive culture where everyone is valued and respected. Our dedication to team member engagement has contributed to the honor of being named a Top Workplace by The Detroit Free Press ten years in a row.

If you have a passion for helping people and providing exceptional and dependable service, we want you on our team!

Overview of Responsibilities: Accurately maintains and files member records and related documents. Understands and adheres to MSGCU's Records Management policies and procedures. Maintains integrity and efficiencies in the administration of archived records storage. Inputs and retrieves electronic records and responds to requests for member records according to service level guidelines.

Essential Duties and Responsibilities:

  • Maintains records and files for mortgage, home equity line of credit (HELOC), and consumer loans.
  • Maintains records and information for MSGCU's members in hardcopy and electronic formats. Adheres to MSGCU's Records Management policies and procedures.
  • Processes inbound and outbound USPS mail, inter-office mail, FedEx, and UPS for distribution to MSGCU's departments and branches.
  • Prepares certified mail and FedEx labels along with processing large volume of letters for mailing as requested. Maintains mailroom equipment by performing regularly scheduled inspections, cleanings, and scheduling vendor maintenance. Monitors the Records Help Desk, Records e-mail requests and phone calls to assist with research and provide support and information including account research, uploading documents, providing check copies, receipt copies, lien releases, and other documents associated with member records.
  • Prepares and oversees the shredding of records in accordance with MSGCU's records retention schedule.
  • Assists with maintaining vendor relations for records services such as shredding, courier service, FedEx, USPS, Quadient, and Doxim.
  • Assists Records Manager with researching and processing subpoenas and answering interrogatories.
  • Able to read and comprehend court orders by type and answers interrogatories to properly process garnishments and levies for member accounts in Symitar.
  • Processes transactions in Symitar such as placing holds for garnishments, address changes, and fees.
  • Assists with researching and writing proposals for Records department equipment, vendors, records applications, and services.
  • Prepares multiple reports for printing and mailing, research address changes, and audits image counts for DocuSign in Document Manager daily,
  • Assists Records Manager in Corporate Initiatives and department projects.
  • Stays current on best practices in records management through training, education, meetings, and webinars.
  • Communicates with the Records Manager and/or Records Team when necessary to keep them informed on issues that affect records processes. Essential Knowledge, Skills, and Abilities:
    • Member Focus: Uses effective listening skills to gain understanding of the needs of others to provide assistance in resolving problems, providing support, and building strong service relationships to deliver an exceptional member experience.
      • Action Oriented: Uses time management and organizational skills effectively to take on new opportunities and tough challenges with a sense of urgency and enthusiasm and identify solutions with confidence.
      • Communicates Effectively: Effectively communicates MSGCU's records processes and procedures to team members with different needs and abilities.
      • Instills Trust: Builds relationships and gains the confidence of others by modeling honesty, integrity, authenticity, and behaviors that align with organizational values. Exemplifies courage by stepping up to address difficult issues.
        • Self-Development: Actively seeks new ways to learn and develop records skills by using formal and informal channels and internal and external sources to expand knowledge and growth within the Records Department.
          • Proficient with technology including Outlook, Word, Excel, Teams, and other standard office equipment.
          • Strong math and analytical skills. Essential Preparation and Experience:
            • High school diploma or GED; and
            • 2 years of experience working in an office environment, preferably in records management. Working Conditions:
              • Office and branch location environment with little discomfort from noise, extreme temperature, dust or other factors.
              • Occasionally required to travel throughout MSGCU's service area as business needs require.
              • Exposed to potentially hazardous conditions, such as robbery. Receives detailed instructions and security procedures on an annual basis to minimize risk.
              • This work involves sitting most of the time with brief periods of walking or standing and may occasionally require lifting and/or moving up to 30 pounds.

Keywords: Michigan Schools and Government Credit Union, Troy , Records Representative, Other , Troy, Michigan

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