Add your latest resume to match with open positions.
2 results for Records Specialist in Santa Rosa, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 83200 - 110500 USD / Yearly
- <p>We are looking for an experienced Research Librarian in San Francisco, Silicon Valley, or Los Angeles. </p><p><br></p><p>Responsibilities:</p><p>• Deliver in-depth business, legal, and industry research for consulting and administrative teams, supporting both client matters and internal projects.</p><p>• Identify the most effective databases, publications, and reference tools for each request by weighing relevance, credibility, timeliness, and cost.</p><p>• Summarize findings into organized, practical research deliverables that make complex information easy for stakeholders to interpret and use.</p><p>• Support business development efforts through targeted research such as litigation tracking, attorney background research, and case-related document discovery.</p><p>• Build productive relationships with external information providers, including law firms, agencies, libraries, and subject matter contacts, while representing the organization effectively.</p><p>• Maintain and expand knowledge of subscription platforms, specialized research resources, and library collections to improve service quality.</p><p>• Record newly identified sources, research insights, and useful reference materials in internal resource repositories for future access.</p><p>• Monitor developments in legal information services, research tools, and relevant news sources to keep research methods current and effective.</p><p><br></p><p>Office Schedule: HYBRID: 2-3 days a week in office – either in LA, SF, or Menlo Park office. </p><p>GREAT benefits and company perks! </p>
- 2026-09-18T00:00:00Z
- Novato, CA
- onsite
- Temporary / Contract
- 30 - 32 USD / Hourly
- We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support.<br><br>Responsibilities:<br>• Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution.<br>• Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections.<br>• Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling.<br>• Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner.<br>• Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data.<br>• Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations.<br>• Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling.<br>• Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels.<br>• Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
- 2026-10-09T00:00:00Z