Document Processing Job Description

Document Processing Job Description

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Document processing provides office services support for the NY office including but not limited to: working with vendors to maintain office equipment, ordering supplies, and managing service agreements.

Document Processing Duties & Responsibilities

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

Sample responsibilities for this position include:

Prepare MIS / Scorecard as required by management
Demonstrate fiscal responsibility when working all files
Process work assigned daily according to productivity and quality guidelines
This position has no involvement in direct supervision
Creating and updating marketing literature such as brochures, newsletters, presentations, fact sheets and application packs
Producing artwork and sourcing images
Providing support for external events, including preparing packs and sourcing merchandise
Co-ordinating marketing projects and activities
Process standardized or routine transactions within a specific area or department by Verifying documents for accuracy, input information/data into computer files, databases or systems, or in record retention systems
Provide customer service to incoming callers and assist with projects as assigned

Document Processing Qualifications

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

Education for Document Processing

Typically a job would require a certain level of education.

Employers hiring for the document processing job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Associates, Technical, Management, Financial Services, Business, Statistics, Finance, Education, Business/Management, Computer Science

Skills for Document Processing

Desired skills for document processing include:

Loan documentation
Paralegal certificate
Chinese/Mandarin/German/French/Spanish language will be an advantage but not a necessity
Microsoft Office suite
Appropriate grammar
Composition to work requests
MS Office
Spelling
Strong keyboarding and typing skills
Credit Supports Annexes

Desired experience for document processing includes:

Customer Service Oriented - Candidates are comfortable on the phone
Team Oriented - Readily shares information with peers and managers
Input vs
Good communication skills in order to communicate orally with all levels of management create routine written memos, letters and customer correspondence
Have strong teamwork approach
Ability to organize and multi-task in a fast-paced environment

Document Processing Examples

1

Document Processing Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of document processing. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for document processing
  • Performing basic preventative and routine maintenance on assigned equipment
  • Escalating any service issues to appropriate service contact and / or workflow coordinator / supervisor when required
  • Providing preventative maintenance by cleaning machine and ensuring safe operating conditions
  • Cross-train to possess the ability to support all areas within the Lockbox department
  • Reporting to Post Processing Manager
  • Perform quality control checks on medical documents for accuracy
  • Re-scan and correct documents as necessary
  • Maintain confidentiality and security of client information
  • Adhere to quality assurance standards
  • Provides day to day leadership for Document Management Operations team
Qualifications for document processing
  • 1 year working experience within the Lockbox department
  • Ability to manage fast-paced deadline driven environment & multitask
  • Ability to accurately troubleshoot areas of machine
  • Ability to focus on job priorities and excellent time management skills
  • A demonstrated ability to work independently, and solve problems in a fast paced environment, coupled with an aptitude to multi-task
  • A solid mathematical competency
2

Document Processing Job Description

Job Description Example
Our company is hiring for a document processing. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for document processing
  • Works closely with document management contacts to understand on-going needs and provide the service delivery manager with feedback to help align operations with strategy
  • Ensure proactive monitoring of production environment and appropriate notification and escalation to proper support teams
  • Review departmental processes and identify possible obstacles that may hinder production
  • Identify associate capabilities/skill sets and assign roles and responsibilities accordingly
  • Monitor staff production through statistical reporting
  • Participates in ongoing intra-department training in all Document
  • Review documents that will be utilized by other teams for accuracy and completeness
  • Second day edit of all electronic and physical paper (externally prepared
  • Reviews cases to identify the population to be included
  • Reviews the documents to identify any UCC filings included and/or required, but missing
Qualifications for document processing
  • Act as advocate for the client
  • Required – Two or more years experience in a robust operations environment
  • Strong PC skills (proficient knowledge of Windows XP, MS Word, Excel, Visio, and PowerPoint required
  • Preferred - years of Assignment creation and execution experience in a Mortgage Banking environment
  • Detailed knowledge of mortgage banking process, state/investor/regulatory guidelines desired
  • Good working knowledge of Chase Servicing
3

Document Processing Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of document processing. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for document processing
  • Ensures documentation exceptions are cited for missing UCC filings and/or outside counsel checklists
  • Remediation/resolution of errors cited due to failures in process or procedures
  • Daily and/or weekly reporting of errors types to management
  • Tracks errors and volume to be reported monthly to Senior Management
  • Participates in ongoing interdepartmental training in all Documents
  • Contact vendors for missing or incomplete/incorrect paperwork
  • Occasional back up and phone for reception
  • Other projects as deemed necessary
  • Completes tasks and assignments associated with administrative support functions Ii.e., licensure, personnel, purchasing records management, inventory or similar function)
  • Provides clerical support within assigned functional area (i.e., processing/transactions, review of applications, scheduling training, scheduling facilities maintenance, reconciling financial records, assessing/collecting fees for a program, generating rep
Qualifications for document processing
  • Operations experience preferred in the Financial Institutions market and payments industry
  • Knowledge of, MS Word, MS Outlook, and Excel
  • Detail oriented - Understands the importance of details and seeks to understand their impact
  • Advanced knowledge of Computer Programming in SQL and VBA
  • Advanced knowledge of Computer Programming in PHP, ASP, HTML, VB, C # will be a differential
  • Advanced knowledge in Sharepoint will be a differential
4

Document Processing Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of document processing. 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 document processing
  • Receives additional training, as required
  • Conduct extensive system research and draft collateral releases for WLS
  • Key and update collateral information on the applicable collateral system
  • Meet and exceed established Service Level Agreements
  • Requires a high level of engagement with people and developing strong relationships with our clients and other leaders across the organization
  • Takes the initiative to truly engage with employees, assisting in their development to drive performance, and use your leadership to proactively help them solve problems and avoid future challenges
  • Develops and cultivates a strong working relationship with other functional areas within the Department
  • Facilitates and participates in regularly scheduled meetings and conference calls with clients
  • Remains abreast of developments in the field of specialty/commercial insurance, hazard insurance outsourcing, and mail services by pursuing a program of self-development, participating in professional organizations, interacting with peers, reviewing pertinent literature, Incorporates advancements when practical and cost effective
  • Maintain current information regarding all project and program policies, procedures, and benefits, and serves as a subject matter expert in some areas
Qualifications for document processing
  • Good communication (for example, to train)
  • Higher education in engineering or computer science
  • 1 year mortgage banking experience preferred
  • Good problem solver with the ability to identify alternative solution
  • Excellent verbal, written, organizational and interpersonal skills with sharp attention to detail
  • Understanding collateral is strongly preferred, but not required
5

Document Processing Job Description

Job Description Example
Our company is growing rapidly and is looking for a document processing. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for document processing
  • The first four duties listed under Correspondence are the functions identified as essential to the job
  • Maintain high degree of quality control and validation of completed work
  • Document Scanning - Operate network high speed production scanning equipment
  • Document Indexing – Identify objective data, determine document types and enter classification at high level of productivity and accuracy
  • Reviewing vehicle and loan documents for specific documentation requirements to ensure prompt lien perfection and vehicle registration
  • Identify and communicate documentation requirements to our market partners and vendor
  • Working with our market partners to research and resolve documentation exceptions for our client
  • Inputting and updating collateral information on the applicable collateral systems
  • Creating cases and providing updates to our market partners on the status of lien perfection
  • Responsible for meeting service level expectations in addition to individual productivity and quality goals
Qualifications for document processing
  • Previous quality control or compliance experiences a plus
  • Preferred – Two or more years of Supervision
  • Preferred – Two or more years Mortgage Banking experience
  • 3 to 5 years of mortgage banking and/or auditing experience preferred
  • Mortgage Banking knowledge a plus
  • Type a minimum of 35 wpm, Ten key by touch

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