- Physically review documents daily to check for accuracy
- Review incoming mail - document the system of record, distribute to the team, or re-route to the correct department
- Make outbound calls to collect additional information from customers if we are unsuccessful with processing their request
- Responsible for faxing, mailing, and overnighting over 100 documents daily
- Assist with other duties and projects as assigned
- Perform data entry and data collection tasks accurately and efficiently as needed
- Utilize Microsoft Excel to create and maintain spreadsheets
- File and organize documents in both electronic and physical formats
- Attention-to-detail is a must, as the primary function of this role is to review auto finance contracts.
- This position also involves filing paperwork, pulling files off the shelf, and other various tasks.
- Must be able to use word processing applications and electronic worksheets to accurately track and record metrics.
- Ability to identify documents required for legal retention
- Satisfying file and image requests from multiple sources, reports, people, and other internal departments.
- Strictly adhere to company procedures and policies, in addition to process procedures
- Being flexible as business needs may require
- Must be dependable and consistently show up to work at designated scheduled time.
- Demonstrate ability to multi-task with a balance of speed and accuracy
- Must be self-motivated and demonstrate the ability to work independently with a high degree of attention to detail.
- Must be able to meet and maintain 99% accuracy and efficiency standards set forth for all job duties.
- High School Diploma
- At least 1 year of file-room experience or 1 year of experience in an office/call center setting
- Basic knowledge of Google Suite (Sheets, Docs, G-Mail)
- Basic knowledge and experience with Microsoft Office (Excel/Word)
- MUST report onsite Monday – Friday
- Positive morale and attitude
- Strong organization skills and attention to detail
- Must be able to work in a high volume, fast paced environment
- Proven data entry and documentation management experience
- Ability to work independently and prioritize tasks effectively
- Excellent written and verbal communication skills
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Document Specialist - Plano - Dexian
Description
Seeking an onsite Document Specialist to join a Fortune 500 Financial Services Corporation. The department is a high volume and fast paced line of business. As a Document Specialist, you will be assigned various documentation and administrative tasks daily that will exercise your strengths in time management and prioritization.
In this role you will effectively manage the following tasks:
Required:
Qualifications:
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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Document Custody Specialist
Only for registered members Plano, Texas
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Document Custody Specialist
Only for registered members Plano, TX
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Quality Documentation Specialist
Only for registered members Plano
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Document Custody Specialist
Only for registered members Plano
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Document Custody Specialist
Full time Only for registered members Plano
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Default Document Specialist
Only for registered members Plano
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Default Document Specialist
Full time Only for registered members Plano
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Engineering Document Specialist
Only for registered members Plano, TX
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Loan Document Specialist II
Only for registered members Plano
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Loan Document Specialist II
Only for registered members Plano
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Loan Document Specialist II
Only for registered members Plano
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Documentation Specialist
Only for registered members Addison, TX
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Documentation Specialist
OTHER Only for registered members Addison
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Supporting Documentation Specialist
Only for registered members Richardson
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Supporting Documentation Specialist
Only for registered members Richardson
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Supporting Documentation Specialist
Only for registered members Richardson, TX
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Commercial Loan Documentation Preparation Specialist
Only for registered members Plano, TX
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Documentation Specialist
Only for registered members Lewisville
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Documentation Specialist
Only for registered members Irving, TX
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Documentation Specialist/Diagram Specialist
Only for registered members Addison