Records Liaison Officer

Location: Port of Spain, Trinidad
Department: Operations – Credit Administration
Employment Type: Contract (3–5 Months)
Salary: TT$6,000.00 per month

The Opportunity

Our client is seeking a Records Liaison Officer to join their Credit Administration Team in Port of Spain on a 3–5 month contract. The successful candidate will be responsible for the secure handling, organization, tracking, and retrieval of physical and digital credit-related documents.

Key Responsibilities

• Organize, file, classify, index, and retrieve physical and digital records.
• Maintain accurate records of file movements, including check-ins, check-outs, timestamps, and authorizations.
• Ensure documents are securely stored in accordance with company policies and regulatory requirements.
• Assist with document intake, storage, access, tracking, and disposal procedures.
• Assist with the cataloguing and secure storage of security documents, including Bills of Sale, Deeds of Mortgage, and insurance certificates.
• Assist with routine Credit Administration duties, including verification and data entry.
• Retrieve documentation required for insurance claims and assist with claims tracking and checklists.
• Manage and document access to records by authorized personnel.
• Schedule appointments or supervised access to files where required.
• Liaise with departments such as Legal, Compliance, and HR regarding document requests and filing requirements.
• Generate reports relating to document inventory, access history, and usage.
• Assist with preparing documentation and summaries for internal and external audits.
• Provide administrative and operational support to the Credit Administration Team during high-volume periods.
• Transport and handle physical records between departments, storage areas, and off-site facilities as required.

Qualifications & Experience

• Minimum of 3 CSEC subjects: Must have English A and Mathematics
• At least 1 year of experience in an administrative, clerical, records management, document control, or similar role would be an asset.
• Previous experience in banking, financial services, records management, or document control would be an advantage.

Knowledge, Skills & Abilities

• Good organizational and filing skills.
• Strong attention to detail and accuracy.
• Basic knowledge of alphabetical, numerical, and chronological filing systems.
• Basic understanding of confidentiality and data protection principles.
• Proficiency in Microsoft Word and Excel.
• Good written and verbal communication skills.
• Ability to prioritize tasks and meet deadlines.
• Ability to work independently and as part of a team.
• Ability to adapt quickly to new systems and processes.
• Willingness to perform duties involving regular movement and handling of physical records.

Job Ref: RS