Scanning & Records Specialist — Document Management

Mid Hudson Valley Federal Credit Union; New York (NY); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Medical, Dental and Vision - with no等待

401(k) with employer match and non-ele

Paid Vacation, Sick time and Holidays

Life Insurance

Short-Term and Long-Term Disability

Employee Assistance Program

Tuition Assistance Program

Professional Development Programs

Discounted Loan Rates and Fees

Job summary

Mid-Hudson Valley Federal Credit Union is seeking a Scanning Specialist to join our Document and Delivery Team. The role supports our document management and records retention project by scanning, indexing and verifying documents within the electronic document management system.

Responsibilities include preparing and scanning documents, performing quality control reviews for accuracy, organizing physical documents, maintaining logs, and assisting with records management initiatives.

Qualifications

• Attention to detail in document processing and indexing.
• Ability to work independently and meet deadlines.
• Proficient with computers, data entry, scanners and standard office equipment.
• Experience with electronic document management systems preferred, including Nautilus.
• Strong organizational skills and ability to classify and index documents.

Responsibilities

• Prepare, organize and scan member and Credit Union documents into the designated electronic document management system, ensuring documents are complete, legible, properly oriented and associated with the correct member, account, or document category.
• Perform quality control reviews of scanned documents to verify image clarity, completeness, accurate indexing and proper document classification. Identify and correct scanning errors, missing pages, duplicate documents and indexing discrepancies.
• Organize and process physical documents before and after scanning, including sorting, removing staples, preparing batches, tracking completed work, and arranging for appropriate storage or secure destruction in accordance with approved procedures.
• Maintain accurate scanning logs and production records, monitor workflow, and promptly communicate equipment issues, processing delays, document discrepancies, or other concerns to management.
• Perform other related duties as assigned including assisting with document retrieval, records management projects, mailroom support and departmental initiatives

Skills

Attention to detail

Reliability

Independent work

Data entry

Nautilus familiarity

Scanning/Indexing

Office equipment

Education

High school education or GED

Tools

Nautilus

Scanners

Job description

Mid-Hudson Valley Federal Credit Union is seeking a Scanning Specialist to join our Document and Delivery Team. The role supports our document management and records retention project by scanning, indexing and verifying documents within the electronic document management system.

Responsibilities include preparing and scanning documents, performing quality control reviews for accuracy, organizing physical documents, maintaining logs, and assisting with records management initiatives.