Doc Specialist Job Description

Doc Specialist Job Description

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Doc specialist provides training to surgeons, NP’s and PA’s, and other staff for ICD-10 documentation requirements and compliant coding.

Doc Specialist Duties & Responsibilities

To write an effective doc specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included doc specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

The Trailing Doc Exceptions Specialist is responsible for curing all investor and custodian exceptions related to the recorded mortgage and final title insurance policy
In addition to the above, as a Trailing Document Specialist, responsible for receiving recorded mortgages and title insurance policies, performing a series of tasks related to these documents
Maintain a solid foundation in all areas of commercial loan documentation for all states in the Bancorp footprint, keeping abreast of changing legal situations, industry trends and product specific issues
Analyze and interpret the Credit Approval document, and supplemental vendor information to determine borrower, collateral and guarantor requirements and ensure production of appropriate documentation in compliance with the terms of the loan request
Collaborate and provide feedback to Loan Closing Specialist on any concerns identified as it pertains to loan documentation
Prepare all commercial loan and collateral documentation for new and renewed loans, which may have a complex loan structure or collateral requirements, ensuring that all prepared loan documents are in compliance with the credit approval document
Input all required entity data, loan products, collateral details, covenants, representations and warranties accurately into the documentation system to result in a work product that is error-free
Determine all documents required for the various loan structures
Prepare loan documents utilizing the vendor document preparation system
Prepare non-system generated loan documentation for loans as required

Doc Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Doc Specialist

List any licenses or certifications required by the position: GOLD, CCDS, AHIMA, BLS, CDIP, QA, AHA, CPR, PMI

Education for Doc Specialist

Typically a job would require a certain level of education.

Employers hiring for the doc specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Graduate Education, Education, Business, Associates, Nursing, Graduate, Finance, Accounting, Science, Management

Skills for Doc Specialist

Desired skills for doc specialist include:

Closing policies and procedures
Funding policies
Governmental and agency requirements
Terminology and automated processing systems
Underwriting requirements
Legal documents used to support applicable loan/lease processing
Applicable credit policies and approval processes for assigned product
ICH/GCP documentation requirements
Healthcare regulatory compliance
ICD-9 and ICD-10 coding concepts and guidelines

Desired experience for doc specialist includes:

Willing to commit to the day-to-day responsibilities the ability to adjust and understand procedures as reflected by client standing instructions, Standard Operation procedures, risk elimination, and OFAC/Boycott compliance
Good PC skills with a proficiency in Microsoft Word and Excel required
Required to abide by all Firm-Wide polices and procedures department procedures
Must meet quality control standards and pass audit compliance
SCRA knowledge is a plus
Prefer mortgage operations, with knowledge of policies and procedures, investor, legal and compliance guidelines

Doc Specialist Examples

1

Doc Specialist Job Description

Job Description Example
Our growing company is looking for a doc specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for doc specialist
  • Enters loan data into document processing software on all types of commercial and consumer loan products
  • Must organize and prioritize incoming loan requests so that response times are met consistently
  • Communicates with affiliate bankers and lending staff to ensure proper selection of loan products and completion of loan documents
  • Review that loan request has accurate and complete information
  • Recognize and report situations of non-compliance with department procedures, bank policies, and regulatory requirements
  • Review requests for customization and provide feedback accordingly
  • Responsible for facilitating the improvement in the overall quality and completeness of the medical record documentation
  • Obtains appropriate clinical documentation through extensive interaction with physicians, nursing staff, other patient care givers and health information management coding staff to ensure that documentation supports the level of reimbursement assigned to each case to the extent that the physician concurs
  • Clinical information will be utilized in profiling and reporting outcomes
  • The Clinical Documentation Specialist (CDS) exhibits a thorough knowledge of the growth and developmental needs of the neonate (0 - month), pediatric (1 month – 12 years), adolescent (13 – 17 years), adult (18 – 65 years) and geriatric (>65 years) populations
Qualifications for doc specialist
  • Excellent problem-solving and analytical skills to identify opportunities for improvement, improve customer satisfaction
  • Must be organized, thorough and have the ability to multitask
  • Knowledge of Military documentation – preferred
  • Must possess good problem solving skills and the ability to work independently with limited supervision
  • Understand the modification process
  • QA score of 95% or higher
2

Doc Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a doc specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for doc specialist
  • Through a standard random selection process, select randomly transcribed/edited reports for review
  • Review the transcribed report against actual dictation, applying industry-specific standards provided by current resources and references
  • Provide timely and consistent feedback to the AHS HIM Corporate Director/Designee on vendor quality and medical staff feedback
  • Recognize, interpret, and evaluate inconsistencies, discrepancies and inaccuracies in the medical dictation, and appropriately clarify and/or report them as required
  • Monitoring M Modal Fluency Manager application to identify potential delays and address these with the appropriate Corporate/Vendor Representative
  • Consistently review accounts on pending and hold list and makes appropriate report corrections
  • Ensures pre-admission documents that do not contain a medical record number or financial numbers are corrected in a timely manner
  • Edit transcribed reports requiring additional tables, final diagnosis/discharge date on discharge summary
  • Process addenda requiring additional follow up by AHS
  • Minimum of 2 years or more experience as auditor in a hospital Acute Care Transcription Department, hat focused on each task listed above
Qualifications for doc specialist
  • CMT – Certified Medical Transcriptionist
  • RMT – Registered Medical Transcriptionist
  • Associates degree in Health Information Mana
  • A proficiency in Microsoft Word and Excel
  • A detailed understanding of workflows and system configuration
  • The ability to write well
3

Doc Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a doc specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for doc specialist
  • Develop collaborative interactions with all team members and experts from other teams and efficiently utilize and integrate systems biology strategies in to work flow
  • Receives and logs closed loans
  • Prepare closing documents to be imaged
  • Image closing package
  • Follow up on closing packages that haven’t been received
  • Index closing packages
  • Index documents to mortgage originators
  • Support best-in-class processes and systems, and assist in driving continual improvement
  • Analyzes documentation of the clinical status of patients, current treatment plan, and past medical history
  • Collaborates with coding staff to ensure documentation of diagnoses and pre-existing co-morbidities are a complete and accurately reflect the care received, patient's clinical status, acuity, severity of illness, and risk of mortality
Qualifications for doc specialist
  • Clinical or operational experience (recommended, not required)
  • Research miscellaneous items and identify appropriately based on research performed
  • Moderate level of application of Quality system standards to assigned Quality system area
  • SAP change management / PLM and master data concepts
  • Provides in-depth analysis and preparation of more complex loan documentation requests
  • Contributes to the training of Documentation Specialists by analyzing, instructing and amending new loan documents, where necessary
4

Doc Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a doc specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for doc specialist
  • Provides in-services and educational materials on subjects pertinent to reviews conducted, and any coding and billing changes to appropriate NYULMC staff
  • Determines whether medical necessary criteria are met as required by CMS and the fiscal intermediary through Nation coverage Decision (NCDS), Local Coverage Determinations and other guidance in effect at the time of review
  • Summarizes monthly activity status on the dashboard report
  • Contributes to or writes articles for the Hospital Compliance Newsletter
  • Reviews areas of focus designated by the Recovery Auditors contractors, MIC, OIG, OMIG and other regulatory agencies
  • Generate reports from hospital information systems such as Epic Account Query, Epic Business Objects, and EPSI data to assist in hospital reviews
  • Performs and participates in other related duties as required
  • Review medical record concurrently for documentation not yet in the record but supported by clinical indicators
  • Queries the medical staff when necessary by written and/or verbal communication to obtain accurate and complete physician documentation that supports the patient condition(s) and treatment plan Provides education to physicians on the importance of complete documentation and key documentation concepts during regular physician meetings or individually with physicians
  • Reviews the progress of the CDI program by interpreting performance, process, and quality ratings reports
Qualifications for doc specialist
  • Analyzes loan file in support of transactions related to existing loans to determine if new loan documentation is required or if existing documentation can be modified/amended
  • Assists lenders and staff with the resolution of documentation issues and other procedural matters relating to more complex loans
  • Reviews and confirms critical attributes of loan documentation such as Borrower and Guarantor information, loan terms, and collateral description match information in the business banking loan origination system
  • Analyzes loan files in support of transactions related to existing loans to determine if new loan documentation is required or if existing documentation can be modified/amended
  • Assists lending staff with the resolution of documentation issues and other procedural matters relating to standardized loans
  • Assists team members to complete all required loan documentation packages within established service level agreements
5

Doc Specialist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of doc specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for doc specialist
  • Disseminate media materials to National Committees, Country Offices, Regional Offices and Senior Management in a timely manner
  • Advise Country & Regional Offices on strategies to draw attention to ongoing emergencies
  • Develop and maintain strong working relationships with key media organizations, editors and journalist covering emergencies stories
  • Plan and organise press conferences as needed
  • Supervise the day-to-day work of press officers working on emergencies
  • Prepare internal documents to assist in responding to media queries
  • An advanced university degree (Master’s or higher) in Communication, Journalism, Public Relations or a related discipline (A first University Degree in a relevant field combined with 2 additional years of professional experience may be accepted in lieu of an Advanced University Degree)
  • A minimum of 8 years of relevant professional experience in information/communications or media relations field, at least four (4) of which should be in an international setting
  • Knowledge of international media, good understanding of development issues, world affairs and current events
  • Ability to handle multiple assignments with competing deadlines
Qualifications for doc specialist
  • Prepares loan documents that support the terms and conditions of the loan approval, resulting in the bank's ability to collect payment or liquidate collateral in case of default
  • Reviews and analyzes pre-closing, loan documentation of standard loans to ensure compliance with approved underwriting guidelines, Company policies and regulatory standards of all states
  • Participates in special projects and performs additional duties
  • May lead to activities of Documentation Unit
  • Serves as a mentor to other documentation specialists
  • Minimum 1 year experience in a Loan Operations/Loan Processing/Branch environment

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