Digital Records Coordinator

Redwood Credit Union is a not-for-profit financial institution that believes in people over profits. Our mission is to passionately serve the best interests of our Members, team members, and communities. Sticking to that vision has made us one of the most loved financial partners in the many communities we serve. In fact, RCU is the 8th largest credit union in California—and growing. Due to this growth, we recently completed construction on our new, 8-acre campus in Napa and are ready to welcome more than 500 valued team members!

Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.

If this sounds like a place you’d like to be, we’re eager to meet you!

Under general supervision, the Digital Records Coordinator is responsible for ensuring confidentiality, availability and integrity of the digital records system. This entry-level position provides first tier support of document scanning, filing and image retrieval, as well as performing end-user rights management. Serves as a resource to the department to define and develop solutions while providing superior customer service.

• Provide support on retrieval and delivery of digital copies of documents stored in our document management systems.
• Provide status updates, work plans, written documentation, and training.
• Develop and maintain quality assurance standards to ensure daily, weekly, and month-end functions are completed in an accurate and timely manner.
• Prioritize technical issues and communicate resolution times as needed.
• Maintain the imaging system of organizational documents.
• Maintain Redwood Group uptime standards when working on project conversions and cutovers.
• Maintain quality controls to ensure Business Partners receive the desired finished product.
• Notify management of work affecting incidents in a timely manner.
• Document all new processes and any undocumented process in department Wiki.
• Respond to high priority phone and e-mail requests for document assistance.
• Supply technical support for issues relating to document management system.
• Provide exceptional service to all Members, volunteers, internal employees, and service providers.
• Uphold established department service standards.
• Contact and work with vendors to resolve or enhance current document management systems.
• Document Imaging Creation and Security: 20%
• Create, delete, and modify all existing and new users daily in Document Management system.
• Maintain log of user ID’s including deletions, additions and changes.
• Setup and maintain user security for Enterprise Workflow.
• Organize surrounding areas and ensure OSHA standards.
• Maintain technical proficiencies to support current and planned hardware and software computing needs.
• Perform other duties as assigned.

• Knowledge, Skills and Abilities
• Ability to act independently and confidentially with little or no supervision.
• Ability to distinguish and manage confidential information, materials and conversations.
• Ability to effectively communicate verbally and in writing.
• Ability to establish and maintain effective working relationships in a diverse environment with a diverse group of people.
• Ability to operate a personal computer and software including word processing, email, intra/internet.
• Ability to troubleshoot computer related problems.
• Ability to interact and communicate with outside vendors.
• Ability to work in a fast-paced environment.
• Ability to employ problem solving techniques while being detailed oriented.

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist and turn.

• Ability to lift up to 30 pounds occasionally.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors; majority of the time is spent at a desk.

Education/Experience:

A combination of education and experience equivalent to a high school diploma and one (1) year of experience working in a digital records environment. Credit Union experience or experience in a closely related field is a plus.

Compensation: Base starting range: $24.00 to $30.00 per hour commensurate with experience. 

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

•  Competitive medical, dental, and vision insurance, mental health offerings

•  Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

  RCU Discounts and Perks-

•  RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

•  RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Why work for Redwood Credit Union?

•   Local financial institution, providing unparalleled service since 1950

• Recognized by Newsweek as one of "America's Best Credit Unions 2024"

• Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting

•  Voted Best Places to Work in the North Bay 19 years in a row

•   World-class employee engagement scores

•  Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

•   Recognized by Forbes as one of “America’s Best Small Employers 2023"

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

                                        We are an Equal Opportunity Employer