Staffing: Client Records Coordinator I

JOB DESCRIPTION

Job Title: Client Records Coordinator FLSA: Non-Exempt

Department: Digital Conversion Services

JOB PURPOSE

Client Records Coordinator works to ensure that records are submitted according to proper policies and procedures. The Clerk is responsible for preparing case material for digital imaging. The Clerk is also responsible for retrieving stored records when they are needed for case planning, audits, legal issues, studies, reviews, etc. The position interacts daily with frontline program staff and routinely with other staff and management. Clerks exhibit strong customer service-oriented focus, are committed to exceptional customer satisfaction and confidentiality.JOB DUTIES

• Process physical records for digital imaging.•Prepare physical records for long-term archival storage.•Receive and deliver records requests, maintaining a line of communication with customers to obtain additional information as needed. •Perform additional duties as assigned by Team Leads.•Promote and demonstrate respect for cultural diversity within the workplace and with outside contacts.•Attend work regularly and in accordance with applicable leave policy.•Skilled in the use of standard office equipment and software.•Able to perform general clerical/office functions, including typing and filing.•Highly detail oriented and has good organizational skills.•Skilled in the use of Microsoft Office Suite, with emphasis on Excel, Word, and Outlook.•Familiar with using web-based inventory management or content management systems.•Very effective in both oral and written communication.•Ability to problem solve, and to conduct independent research into tasks with limited information.

Job Description Reviewed 3/15/2025 1

REQUIRED KNOWLEDGE, SKILLS, & ABILITIES

(To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and ability required.)

Education/ Required: 4 year post secondary education, or equivalent experience. Licensure/ Credentials Experience Special Knowledge/ Skills

Required: High School Diploma or equivalentPreferred: Required: NonePreferred: None Required: 2+ years administrative support, general office and/or clerical experience Preferred: records management experienceRequired: Attention to Details Preferred: None

PHYSICAL REQUIREMENTS/HAZARDOUS WORKING CONDITIONS

(The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential work functions.)

This job description supersedes all previous job descriptions. The job description is intended to be a tool to describe the primary purpose of the job and the KEY duties and responsibilities. The job description is not to be construed as an exhaustive list of all duties and responsibilities required. Management has the right to add to or change the job responsibilities at any time. All personnel may be required to perform duties outside their normal responsibilities from time to time, as needed.