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Records Management Associate

3 months ago


Sterling Heights, Michigan, United States National Rural Utilities Cooperative Full time

Records Management Associate


Join a member-driven leader in a fast-paced, challenging and collaborative environment with the shared mission of supporting America's network of rural electric cooperatives.

Since its formation in 1969, National Rural Utilities Cooperative Finance Corporation, or CFC, located in Dulles, Virginia, has provided capital and industry-leading financial products to more than 900 not-for-profit, consumer-controlled utility systems across the United States.

Our exceptional team delivers the "CFC Difference" that encompasses our values of service, integrity and excellence in all our interactions.

CFC has a need Records Management Associate to join the Legal Services Group.

This is a hybrid position requiring onsite work at our headquarters office in Sterling, VA, as well as optional remote workdays.

The Records Management Associate maintains the company records in compliance with Record Management Policies, Practices, Procedures and Sarbanes-Oxley requirements.

As a Records Management Associate, you will:

  • Scan, index, and track all legal and non-legal documents relating to loan activity, in various Record Management Systems.
  • Maintain the Records Room by cataloguing all records into a corporate records management tracking system, preparing records for offsite archiving, assisting in the destruction of records which meet retention guidelines and retrieval of on-site records as requested.
  • Document all Legal Hold notifications.
  • Manage off-site records through inventory and retrieval of off-site records as requested.
  • Assist with corporate wide retention schedules to maintain document compliance per Corporate Policies and Practices.
  • Create and maintain excel tracking logs of all Corporate Records functions.
  • Assist Records Management Analyst with the Prom Note process.
  • Provide support in updating all Corporate Records Procedures.
  • Provide end of month support for loan processing in LOSP.
  • Support UAT activities.
  • Special projects as needed.
To be successful, you will need:

  • Two plus years of records management experience working in a financial or banking environment.
  • High School diploma required. College degree optional.
  • Loan processing experience is a plus.
  • Knowledge of Microsoft Office suite of programs.
  • Strong team orientation, but able to operate independently when needed.
  • Strong attention to detail.
  • Ability to use standard office equipment.
  • Ability to learn new software applications.
  • Ability to complete tasks with high level of accuracy.


We offer a comprehensive benefits package that includes hybrid work options; annual incentive opportunities; an employer-paid pension plan; 401(k); medical, dental and vision insurance; a generous leave policy; onsite gym; and more-all in a friendly, professional work environment.

For additional information, please visit our website at CFC is an Equal Opportunity Employer committed to workforce diversity.