Records Management Administrator at Peak Credit Union

Lacey, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Aug, 26

Salary

41.13

Posted On

15 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Records Management, Compliance, Document Imaging, Records Retention, Microsoft Office Suite, Analytical Skills, Problem-solving, Organizational Skills, Attention to Detail, Confidentiality, Project Management, ECM Platform Management

Industry

Financial Services

Description

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience! Applicants are encouraged to apply by May 20, 2026, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible. Where You Will Work: This is an in-person role based at 501 Intelco Loop SE, Lacey, WA 98503 (Branches). Pay Range: The target hourly pay range for this position is $30.16 - $34.28. The full hourly pay range is $27.42 - $41.13. Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. Job Overview: This position is responsible for overseeing the systematic handling of records within the credit union. Responsible for the efficient and systematic management of creation, receipt, maintenance, use and disposition of records, including processes for capturing, and maintaining evidence of and information about business activities and transactions in the form of records. What You’ll Do: Manages the DocRequest email inbox, uploads documents to ECM platform, processes research requests and inputs scanned branch documents. Oversees credit union record storage, determines storage methods and ensures consistency. Leads and manages the credit union's record management program across all formats, develops SOP's and guidelines for record storage, and creates scanning and physical file management plans. Advises managers on adequacy of documentation and creation and management of credit union records, keeping management informed on current and projected operational requirements. Maintains member files throughout all phases of the records lifecycle, including creation, indexing, filing, updating, closing and archiving, with emphasis on detail. Works with the records management team to update the ECM filing system and leads training to educate employees procedures and proper use. Prioritizes and processes work requests to retrieve, scan, or print records as needed for other staff members, auditors, examiners, and third-party legal requests. Collaborates with Compliance and Risk Management to maintain the records retention schedule and oversees the destruction of physical and electronic records. Maintains an accurate inventory of all digital and physical records, performs quality control to ensure proper filing and accessibility, and collaborates with the ECM application manager to enhance automation and streamline processes. Works with offsite storage to meet records management goals and complies with the retention schedule. Ensures duties performed are in compliance with all security, audit, regulatory compliance, information security, customer privacy, and Bank Secrecy Act/Customer Identification Program policies and procedures. Leads projects related to records management. All other duties as assigned. When You'll Be Working: Monday - Friday: 8:00am - 5:00pm. Qualifications: Minimum three (3) years of experience in records management, compliance, or a related role, preferably in a financial institution. Bonus Points If You Have: Electronic Records Management Certification, ARMA International Certification. What You’ll Bring: Experience with records management software and document imaging systems. Strong understanding of records retention regulations and best practices. Knowledge of, or ability to learn, credit union policies, procedures and established processes. Excellent organizational skills and attention to detail. Ability to manage multiple projects and meet deadlines. Proficiency in Microsoft Office Suite and records management software. Strong analytical and problem-solving skills. Maintain a high level of confidentiality in all areas of responsibility. Total Rewards: This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time. All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment. Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish For more information on Right to Work, please click here: Right to Work Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Careers@peakcu.org. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. Equal Opportunity Employer Veterans/Disabled Equal Opportunity is the Law Posting Pay Transparency Nondiscrimination Posting When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.

Responsibilities

Oversees the systematic creation, maintenance, and disposition of credit union records across physical and digital formats. Collaborates with Compliance and Risk Management to maintain retention schedules and ensure regulatory adherence.