Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits.

Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.

Location: 921 W Monroe, Lowell, AR.

Summary:

The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission – People helping people find financial solutions for life.

Job Title: IAS Records Retention Physical Records Representative

Under the direction of the IAS Manager or IAS Supervisor, the IAS Records Retention Physical Records Representative is responsible for completing the daily activities of the physical records management process. The incumbent will coordinate a physical records process to ensure the proper handling and timely processing of physical documents. The IAS Records Retention Physical Records Representative must perform all functions accurately and reliably.

What You Will Do at Arvest: (Other duties may be assigned.)

Document Processing & Management:

● Evaluate and process a large volume of mail, loan documentation, and payments. Open, sort, file, retrieve, distribute, and/or store inbound documentation according to specific bank group retention policies. Maintain the complete filing system for the entire bank lending division.

● Analyze incoming documents within complex functional support areas and communicate with internal departments to clarify information for accuracy and alignment with business needs.

● Identify loan-specific documents, including collateral, insurance, and flood claim documents, that may require special handling or processing. Determine appropriate action(s) or partner with the appropriate teams for handling. Ensure all documents are properly imaged prior to distribution or storing.

● Review and process various complex digital/physical documents and requests received via workflow queues and emails. Review and understand complex attorney-prepared documents to ensure proper handling and routing. Review and verify legal documents and corresponding system data to ensure loan and/or deposit accounts are properly imaged to the imaging systems.

● Manage daily pull reports to purge the physical storage of documents based on the bank group retention schedule. Track and monitor the release or transfer of original documentation from the file room to designated internal or external customers.

● Research and retrieve various digital/physical documents (i.e., accounts payable, cash letters, paid loans) as necessary for bank personnel. Research missing and/or incorrect items, working with all parties to correct issues and ensure resolution in a timely fashion.

● Complete reporting to ensure the accurate document collection and storage of all digital/physical documentation to update managers, lenders, and other applicable associates. Extract, print, copy, and mail various segments of files as requested.

● Accurately follow physical records management processes pertaining to all data, documents, recorded security instruments, title policies, and promissory notes, limiting company risk due to lost notes and/or documents and data. Ensure data integrity and accuracy of information on accounts is maintained. Quality Control functions are required to ensure quality and accuracy.

Mail & Address Management:

● Process returned mail by validating customer addresses with internal systems and make necessary revisions or flag the account as having a bad address by applying the bad mail code indicator.

● Track and process returned debit cards by validating customer addresses with internal systems, making necessary revisions, or flagging the account(s) as having a bad address by applying the bad mail code indicator.

Financial Transaction Processing & Customer Service:

● Process deposits/payments for deposit or loan accounts.

● Establish and maintain a good working relationship with all shared services teams to understand which areas complete specific tasks to ensure the proper delivery of inbound documentation.

● Consistently ensure the delivery of high-quality customer service via all channels. As appropriate, resolve external and internal customer questions and/or concerns, escalating as needed.

● Maintain SLAs to ensure all processes are performed in accordance with standard metrics and that exceptional customer service is expected.

Professional Development & Miscellaneous:

● Develop and maintain current knowledge of applicable banking policies, operational procedures, loan documents, state and federal laws and regulations, products and services, systems and technologies, bank structure/organization, and account documentation by attending continuing education training, both internal and external.

● Perform special projects as required by the department.

Issue Resolution & Compliance:

● Monitor exception queues, assess issues, and resolve root causes. Maintain personal and confidential business files in an efficient and accurate manner.

● Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to job duties. This includes but is not limited to completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations; and reporting any suspicious customer and/or account activity.

Responsibilities:

Required Toolbox for Success:

● High School Diploma or General Education Diploma (GED)

● 2 years of relevant experience

● Ability to work collaboratively in a team environment and adapt to changing priorities

● Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and deadlines effectively

● Strong analytical, strategic thinking, and problem-solving skills

● Relevant military experience is considered for veterans and transitioning service members

Preferred Toolbox:

● Working knowledge of Google Workspace or equivalent

● Experience in a daily document processing environment

Physical Demands:

Regular attendance is an essential function of the job. The associate must be able to travel occasionally by themselves within the US, possibly overnight. While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

We offer competitive compensation, benefits packages, and significant professional growth.

Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.

Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.

Grade 11

Pay Range: $17.80 - $22.20 per hour