Records Retrieval Specialist

Array

. Complete all assigned parts on the Task Manager daily and meet required productivity metrics .

Posted 10/6/2026full-timeRemote • California • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in records retrieval and legal support, with a strong focus on accuracy in documentation and compliance with IRS and SSA procedures. Capable of managing high-volume tasks while maintaining effective communication with custodians and adhering to established productivity metrics.

Highest-signal resume keywords

Records Retrieval ExperienceInvoice Review and Payment ProcessingCase Management System (MR8) ProficiencyStrong Organizational SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Records RetrievalInvoice ReviewPayment ProcessingDocumentation AccuracyWorkflow Management

Soft Skills

Professional CommunicationOrganizational SkillsPrioritization SkillsProblem-Solving

Tools & Technologies

MR8

Certifications & Qualifications

Proof of Eligibility to WorkBackground Check Completion

Industry Keywords

Legal SupportCustodian InteractionExpeditingPre-Litigation ManagementSubpoena-Based Record Requests

About the role

Key responsibilities & impact

Complete all assigned parts on the Task Manager daily and meet required productivity metrics
Communicate proactively with the team and manager regarding workload and status updates
Prioritize custodian contact based on order dates, rush status, or client needs
Document custodian interactions accurately in MR8
Update part status and tracking in MR8 based on real-time progress
Review custodian invoices for accuracy and state compliance before requesting payment
Request credit card or check payments as needed and document all activity
Handle incoming custodian correspondence via email or fax and upload it into MR8
Answer or return custodian calls daily and manage inquiries professionally
Process rush orders with urgency and accuracy
Source and hire reasonably priced notaries and oversee completion of notarization requests
Review client preferences in MR8 before acting on holds, fee approvals, or special instructions
Manage pre-litigation, authorization, and subpoena-based record requests
Follow the daily Expediting Schedule and escalate custodian noncompliance per documented steps
Follow IRS and SSA procedures for required communications and processing
Self-report errors, missed tasks, or workflow blockers immediately to management

Requirements

What you’ll need

Experience in records retrieval, expediting, legal support, or a similar workflow-driven role
Strong organizational and prioritization skills with the ability to manage high-volume tasks
Ability to communicate professionally via phone and email with external custodians
Experience reviewing invoices and requesting payments through internal systems
Ability to document actions clearly and accurately within a case management system (MR8 preferred)
Strong attention to detail and ability to follow processes and escalation steps
Ability to work independently while meeting established quotas, metrics, and daily expectations
Proof of eligibility to work in the country of the job location
Successful completion of a background check

Benefits

Comp & perks

Competitive Pay & Quarterly Incentives
Comprehensive Benefits, 401k & Wellbeing Programs
Paid Time Off & Holidays
Professional Development & Career Growth Opportunities
People-Focused Culture