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Records Management Administrator

Peak Credit Union
CompanyPeak Credit Union
CategoryOperations & Admin
LocationLacey
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted15 May 2026
Last verified8 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
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 ! Where You Will Work: This is an in-person role based at 4501 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 ba sed 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 an