Records Representative

Founded by a small group of educators, Michigan Schools & Government Credit Union (MSGCU) has been providing quality financial services to the community for more 70 years and welcomes everyone in Michigan to bank with us. We are financial champions committed to helping our members achieve financial success by rallying behind them and their goals. As the sixth largest Credit Union in Michigan, MSGCU has 24 branch offices in south east Michigan, over 450 team members, 150,000 members, $4 billion in assets, and a 97% member satisfaction rating for two decades.

We are a caring organization that strives to ensure an equitable and inclusive culture where everyone is valued and respected. Our dedication to team member engagement has contributed to the honor of being named a Top Workplace by The Detroit Free Press thirteen years in a row.

If you have a passion for helping people and providing exceptional and dependable service, we want you on our team!

Accurately maintains MSGCU’s files and member records. Understands and adheres to MSGCU’s Records Management policies and procedures. Maintains integrity and efficiencies in the administration of active and archived records storage. Inputs and retrieves records and responds to requests for member records according to service level guidelines.

• Information and Records Management: Maintains accurate and accessible hardcopy and electronic records to ensure compliance with MSGCU’s Records Management policies and retention schedule. Prepares audit materials and coordinates record shredding to support regulatory compliance and proper document lifecycle management. Processes print jobs and completes system updates, including address changes, to maintain accurate member and account information. Uploads, indexes, and validates scanned and electronically received documents in the document management application to ensure accuracy, accessibility, and data integrity.
• Mailroom Operations and Administration: Processes timely distribution of inbound and outbound mail, including USPS, inter-office mail, Fed Ex, and UPS to ensure efficient communication across departments and branches. Prepares certified mail and shipping labels and processes a high volume of outgoing mail. Maintains mailroom equipment routine inspections, cleaning, and vendor coordination to ensure uninterrupted service.
• Organizational and Support: Responds to service requests received via e-mail, phone, and tickets to support timely account research, document retrieval, and member information needs. Gathers information and supports documentation related to records equipment, applications, and services to assist leadership in evaluating operational needs. Assists with department and corporate projects to maintain efficient and compliant records processes. Supports vendor coordination for records related services, including shredding, courier, and mailing providers to ensure continuity of records operations.
• Legal and Court Order Processing: Researches and processes levies, garnishments, subpoenas, and interrogatories to ensure timely and accurate legal compliance. Files required court disclosures and securely sends subpoenaed documentation using approved systems to protect member information. Places required system holds, applies applicable fees, and updates account information in response to legal orders to ensure proper account handling.

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Member Focus: Uses effective listening skills to gain understanding of the needs of others to provide assistance in resolving problems, providing support, and building strong service relationships to deliver an exceptional member experience.

• Action Oriented: Uses time management and organizational skills effectively to take on new opportunities and tough challenges with a sense of urgency and enthusiasm and identify solutions with confidence.
• Communicates Effectively:
  Effectively communicates MSGCU’s records processes and procedures to team members with different needs and abilities.

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Instills Trust: Builds relationships and gains the confidence of others by modeling honesty, integrity, authenticity, and behaviors that align…