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Portrait of a young businesswoman using a laptop at her desk in a modern officePortrait of a young businesswoman using a laptop at her desk in a modern office

Document Management Specialist I

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Description

Summary
Responsible for processing servicing loan documents, in paper and image format, and load them into the document management system to optimize business processes, meet regulatory requirements and customer care needs.

Essential Job Functions:
  • Track, sort and open incoming servicing mail and documents received from other sources.
  • Responsible for preparing, scanning, quality checking document images and proper transfer of batches.
  • Responsible for identifying correct borrower loan number and cross-reference with name & address in LoanServ.
  • Load document images to electronic document repository database - EDMS and accurately categorize/index.
  • Create CIT flag in LoanServ notifying responsible business unit of document upload.
  • Process and route exception documents.
  • Prepare document batches for short term storage and retrieve when necessary.
  • Aid in the disposition of documents process.
  • Responsible for daily user maintenance of equipment.
 
Other Related Duties:
Performs other related duties as assigned.

Supervisory Responsibilities:
This position has no supervisory responsibilities.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Education and/or Experience:

Some College/Associates Degree or equivalent from two-year college or technical school preferred; one year related experience and/or training or equivalent combination of education and experience. Experience with document scanning and indexing. Proficient in Excel, Adobe Acrobat and knowledge of various file formats.

Language Skills:

Ability to read business journals, financial reports and legal documents. Ability to present information and respond to questions from groups of administrators, managers, employees, customers and/or the general public.

Mathematical Skills:

Ability to add, subtract multiply and divide in all units of measure. Ability to compute rate, ratio and percentage and the ability to interpret bar graphs.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is frequently required to sit and talk or hear.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.