Records Retention Assistant
Current- Organizes and reviews electronic records to ensure customer information is accurate and appropriate documentation is obtained and updated for new and existing accounts.- Produces monthly reports for management by auditing errors and recording and following up on missing documents made at branch level.- Securely processes incoming credit verifications for personal consumer and commercial accounts via fax.- Processes and uploads daily status change reports on weekly rotation to intranet.- Responds to web-based income verifications received from the Social Security Administration and Medicaid.- Performs clerical duties; answers phone and email to assist with branch and customer inquiries, research, or requests.- Efficiently uses multiple computer programs and logs at once.- Complies with all Bank, state, and federal regulations.
