Records and Vendor Compliance Coordinator (10066)

Role In line with AltaOne's mission, vision, and values, the Records & Vendor Compliance Coordinator will support critical functions within the Governance, Audit & Compliance team. This role plays a key part in ensuring the credit union adheres to regulatory requirements, internal policies, and best practices related to records retention, vendor management, and legal document administration. The Coordinator serves as a central point of coordination for maintaining accurate corporate records, supporting vendor due diligence and monitoring processes, and ensuring secure and compliant handling of legal and contractual documentation. This position requires a strong understanding of confidentiality, regulatory expectations, and risk management principles, as well as the ability to manage multiple priorities with accuracy and professionalism. Major Duties and Responsibilities Scan, upload, and maintain credit union records with accuracy and confidentiality Convert physical records to digital files in accordance with retention requirements Monitor retention and destruction dates for on-site and off-site records Coordinate storage, shipment, retrieval, and tracking of records with off-site vendors Maintain accurate inventories for on-site and off-site storage Respond to internal requests for documents and file research Receive and process legal documents such as levies, subpoenas, bankruptcies, and garnishments Handle documentation accurately, confidentially, and within required timelines Coordinate with internal teams to ensure proper follow-through and documentation Serve as the primary contact for departments regarding vendor expirations, renewals, and onboarding requirements Coordinate the collection, review, and maintenance of vendor files, contracts, and required documentation in accordance with vendor management policy Partner with Information Security to complete risk assessments and due diligence reviews for current and prospective vendors Track vendor contracts, review timelines, and renewal dates, and follow up with departments to ensure timely completion based on risk rating Support vendor relationship managers and department leaders with vendor selection, contract review, and service agreement administration Prepare vendor management reports for senior management and maintain tracking tools and procedures Escalate vendor issues, disputes, or missing documentation to management as appropriate Support audits, exams, and compliance reviews by gathering, organizing, and tracking required documentation Maintain tracking logs for records, vendors, and compliance activities Assist in monitoring adherence to NCUA, BSA/AML, and other regulatory requirements within assigned processes Identify, document, and escalate missing documentation or compliance concerns as appropriate Perform other duties as assigned.