Job Description

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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