Information Governance Specialist I - Records & Compliance

UFCU Main; Austin (TX); On-site; USD 52,000 - 65,000; Full time

Job summary

UFCU information governance role focuses on records management and subpoena support under the guidance of the Department Manager. Accurate processing and adherence to procedures are essential as you handle legal holds and member communications.

The role emphasizes cross-team collaboration with UFCU’s Legal and Compliance teams, and ongoing training to improve governance processes and efficiency. This position is non-exempt and based in Austin.

Qualifications

• Minimum of one (1) year of experience in a financial institution or similar environment.
• Strong attention to detail and ability to complete repetitive tasks accurately.
• Ability to navigate multiple systems while maintaining accuracy and confidentiality.
• Proficient written and verbal communication for internal updates and handoffs.
• Must be bondable and have a High School Diploma or equivalent.

Responsibilities

• Process records retention and destruction following instructions and procedures.
• Assist with subpoenas, research, and service requests for UFCU members.
• Support Legal, Compliance, and Vendor Management as needed.
• Handle Verification of Deposit (VOD) and return mail processing tasks.
• Maintain compliance with BSA, AML, and related regulations.

Skills

Written communication

Verbal communication

Interpersonal skills

Collaborative work

Active listening

Attention to detail

Time management

Organizational skills

Problem solving

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

UFCU Core processing system

Systemware

Job description

UFCU information governance role focuses on records management and subpoena support under the guidance of the Department Manager. Accurate processing and adherence to procedures are essential as you handle legal holds and member communications.

The role emphasizes cross-team collaboration with UFCU’s Legal and Compliance teams, and ongoing training to improve governance processes and efficiency. This position is non-exempt and based in Austin.