Records Clerk

Role:

To maintain correspondence, cards, invoices, member files, and other classified or indexed records so that they

are easy to retrieve when needed. Searches and investigates information contained in files, inserting additional

data, preparing reports, and supplying written information on request.

Essential Functions & Responsibilities:

40% Checks and dates incoming material, sorts, files, audits, and/or images it according to established

record policies. Retrieves materials as requested. Ensure documents are categorized by document

type in image.

25% Assists members and employees with research requests. Sends completed research via fax or

mail. Determines and processes any fees to be collected.

10% Compiles documents for requested court ordered research, requests from government agencies

such as IRS, SSA, Medicaid, etc. Determines and processes any fees to be collected.

5% Researches missing documents as necessary.

5% Provides assistance with title functions as needed.

5% Performs other job related duties as assigned.

5% Provides reports of statistical data to management.

5% Provides assistance with offsite storage functions.

Performance Measurements:

1. Provide informed, professional and accurate service and support to all members and associates.

2. Image all assigned files on a daily basis.

3. Ensure secure shredding of all document in accordance to records management policy.

4. No exception items from our internal audits.

Knowledge, Skills, & Abilities:

Experience One month to twelve months of similar or related experience.

Education A high school education or GED.

Interpersonal Skills

Normal courtesy in dealing with others is required. Work involves minimal contacts,

usually within the organization and generally with immediate co-workers. Contact usually

involving routine, non-sensitive issues. External contacts are limited to incidental contacts

with customers, or no contact.

Physical Requirements Light lifting is required.