Records Specialist Jobs in Sacramento, CA

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Document Management Specialist

Sacramento, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a detail-oriented Document Management Specialist to support mail and imaging operations for a Long-term Contract position in Sacramento, California. In this role, you will help maintain accurate document records by reviewing scanned materials, confirming identifying information, and routing items to the appropriate internal teams. The ideal candidate brings strong document review skills, sound judgment, and a consistent approach to quality and accuracy in a fast-paced environment. Responsibilities: • Examine scanned incoming mail to verify clarity, completeness, and compliance with document handling standards. • Apply correct document names and classifications using established company indexing guidelines. • Research items that arrive without a claim reference and determine the appropriate next step for internal routing. • Send potential new claim documentation to the designated first report group for intake and processing. • Direct unidentifiable or incomplete documents to customer support or other internal resources for additional investigation. • Conduct quality checks on scanned images and return documents for rescanning when image quality or claim information does not meet requirements. • Match scanned files to the proper claim by reviewing available identifiers within the claims management system. • Enter key document details, such as service date and document type, into the claims platform with a high degree of accuracy. • Communicate invalid or unprocessable submissions to the appropriate sender or internal contact. • Assist with additional operational tasks, special assignments, and project-based work as needed.
2026-11-05T00:00:00Z

Operations Specialist

Roseville, CA
onsite
Temporary to Hire
27.7115 - 32.087 USD / Hourly
We are looking for an Branch Operations Specialist to support branch teams in Roseville, California by serving as a knowledgeable resource for operational questions, documentation standards, and day-to-day banking procedures. This direct hire position is ideal for someone who thrives in a fast-paced, in-office environment and can provide clear guidance that helps maintain accuracy, consistency, and regulatory compliance. The role also contributes to operational stability by identifying process gaps, reviewing issues affecting branch activity, and helping strengthen team performance through coaching and support. Responsibilities:• Respond to branch staff inquiries related to teller activity, account servicing, documentation requirements, certifications, reporting, and internal operating procedures.• Provide practical guidance to team members to help ensure branch activities are completed accurately and in accordance with established banking standards.• Review, track, and communicate operational issues affecting core banking processes, escalating recurring or high-impact concerns to leadership as needed.• Identify weaknesses in workflows, procedures, or controls and recommend improvements that support operational effectiveness and compliance.• Assist with training and coaching branch personnel on proper process execution, policy adherence, and documentation expectations.• Support the preparation and review of branch-related reports and operational records to promote accuracy and consistency across locations.• Maintain strong internal service levels by building productive relationships with branch employees and responding to questions with professionalism and urgency.• Travel to branch offices when needed to provide hands-on operational support, guidance, and follow-up.• Perform all responsibilities in alignment with bank policies and applicable state and federal regulatory requirements.
2026-10-26T00:00:00Z

2 results for Records Specialist in Sacramento, CA