Scanning Specialist

Mid-Hudson Valley Federal Credit Union is currently seeking a Scanning Specialist to join our Document and Delivery Team. This critical role supports our document management and records retention project by scanning, indexing and verifying documents within the electronic document management system. The Scanning Specialist is responsible for ensuring that documents are accurately captured, properly classified, readily retrievable, and maintained in accordance with the Board approved Records Retention Policy and established procedures.

Responsibilities include, but are not limited to:

- 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

Performance Measurements:

- Consistently demonstrates MHV Service Standards and treats members and employees professionally, courtesy, and respectfully.

- Accurately scans and indexes documents, ensuring electronic records are complete, legible, properly classified and readily retrievable.

- Meets established scanning production goals and processing deadlines while maintaining accuracy and quality standards

- Identifies and promptly corrects document qualify issues, indexing errors, and incomplete records

- Maintains the confidentiality and security of member and credit union information in accordance with applicable policies and procedures

- Properly handles, tracks, stores and supposes of physical documents in accordance with the approved Records Retention Policy.

- Properly handles, tracks, stores and disposes of physical documents in accordance with the approved Records Retention Policy

- Maintains scanning equipment and related systems in good working condition and promptly reports technical issues

- Develops and maintains knowledge of document management procedures, electronic records systems and departmental processes.

Knowledge and Skills:

- 1 month to 12 months of related or similar experience

- A high school education or GED

- Ability to communication professionally with employees and management regarding routine document processing, records requests, and workflow matters. Must demonstrate attention to detail, reliability and the ability to work independently while meeting established deadlines.

- Proficient with computers, data entry, scanners and standard office equipment.

- Ability to learn and operate electronic document management systems, including Nautilus.

- Strong organizational skills and the ability to accurately identify, classify, and index documents.

- Ability to handle confidential member and credit union information securely.

- Work is generally performed in a climate-controlled office environment with minimal safety or health hazards. Responsibilities involve frequent computer and scanner use, repetitive document handling, prolonged periods of sitting or standing, and occasional lifting and movement of records.

Benefits include:

- Medical, Dental and Vision - with no waiting period for coverage!

- 401(k) with employer match and non-elective employer contribution

- Paid Vacation, Sick time and Holidays

- Life Insurance

- Short-Term and Long-Term Disability Insurance

- Employee Assistance Program

- Tuition Assistance Program

- Professional Development Programs

- Discounted Loan Rates and Fees

Equal Employment Opportunity Commitment

Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.