Qualifications:
High school diploma or comparable work experience
3+ years in a professional office environment
Analytical skills and ability to use O365 for data analysis and research
Ability to meet deadlines and understand time issues
Ability to prioritize and work with co-workers, supervisors and customers
Ability to resolve customer issues and take responsibility for work performed
Knowledge of records software systems, scanners, filing, storage & disposal procedures
Expert proficiency in computer skills esp. when using records tracking system or quick retrieval, filing & storage of files
Excellent customer service skills, professional attitude and appearance a must
Good communication skills (written, read and verbal)
Problem solving skills to recognize and solve daily, non-routine problems and continually improve processes
Organization skills to maintain a smooth flow of work and be able to respond promptly to customers
Valid Driver’s License
Clean driving record without serious infractions
Physical Demands:
Physical activity required including bending, reaching, lifting, and prolonged periods standing
Lifting and carrying boxes and materials weighing up to 50 pounds regularly throughout the day
Making daily package deliveries
Responsibilities:
Run report for delivery schedule
Efficient and accurate delivery/pickup of documents
Update inventory status
Communicate any issues with deliveries (delivery location changes)
Support physical inventory activities (File bridge end user support)
Perform complex database queries to track records and meet internal customer needs
Support preparation of documents to send for imaging
Support daily quality checks for imaging
Support disposal process of records eligible for destruction
Provide feedback if work instructions / procedures need to be updated
Assist with document retention schedules
Periodic review of OH Records Reps
Ensures Departments are following the Company Policy on Document Retention.
Monitor and coordinate delivery and pick-up of records with current vendors
Must be able to manage their own project load, multitask & prioritize accordingly
Must be able to communicate with clients to meet their needs
Perform additional duties as assigned by supervisor
Maintain Confidentiality of Client documents
Perform imaging of documents using a document scanner and software.
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