Document Processor Job Description
Document processor
provides administrative support for the loan department by responding to routine inquires for consumer loan account balances and payoff amounts. Formats financial statements, letters & reports, often from rough draft, through the use of linking tables, running diagnostics, style settings and other advanced functions in Microsoft Word and Excel.
Document Processor Duties & Responsibilities
To write an effective document processor job description, begin by listing detailed duties, responsibilities and expectations. We have included document processor job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintain a working knowledge/competency of appropriate systems applications utilized by firm, including Word, Adobe, Excel, PowerPoint, Outlook, and other firm systems
Document prepping and scanning with in client guidelines and production goals
Removing staples, stuffing envelopes, scanning
Flexibility with hours 8a-430p or 9a-530p
Balance/reconcile
Maintain the student record filing system that meets the needs of the elementary, secondary and special education teams
Process and verify information associated with prospective student accounts
Perform general filing, record maintenance and organizational clerical tasks
Enter transcript documentation into the TVS system for all high school students
Document Processor Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Document Processor
Typically a job would require a certain level of education.
Employers hiring for the document processor job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Finance, Education, Business, Legal, Associates, Technical, English, Liberal Arts, Accounting, Communication
Skills for Document Processor
Desired skills for document processor include:
Consumer loan and line documentation
Consumer loan compliance regulations
MS Windows and MS Office software
Systems and procedures
Excel
Internet
Copier
Fax
General computer
Scanner
Desired experience for document processor includes:
Perform general filing, records maintenance and organizational clerical tasks
Provide full service copy center functions including but not limited to copying, scanning, binding, laminating documents and cards, printing various documents, printing business cards
Manage document control process in accordance with procedures, instructions and the PWS
Assist in creating, editing, formatting, and/or proofing various documents including forms, instructions, procedures, reports, metrics, checklists, presentations, correspondence, as required
Manage Sharepoint sites used on the local contracts including configuration of sites, user access to sites, site layout and settings, provide necessary training and support
Responsible for maintaining office supplies
Document Processor Examples
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Document Processor Job Description
Job Description Example
Our innovative and growing company is hiring for a document processor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for document processor
- Communicate with principals, managers, and staff to resolve questions on a timely basis
- Interact with employees in an efficient, courteous, and professional manner
- Work as a team member in meeting the needs of the assurance practice
- Organize and maintain file system, both paper and electronic
- Operate computer terminal to input, manipulate, organize and retrieve data
- Report early
- Audit Foundation documents to ensure that all documents are properly submitted and filed
- Assist with general administrative overflow work such drafting correspondence, maintaining files, and other legal documents
- Assist with large mailings for all practice groups, including QC'ing (quality control) large documents and files
- Basic knowledge of litigation is a plus
Qualifications for document processor
- Logging NDE percentages requirements for X- Ray, MT
- Must possess 2 years’ experience in a business or commercial lending support position with good understanding of Commercial Loan documentation
- Preferred to have at least 1 year experience in a production environment
- Must have 6 months of related office or clerical experience - great job stability
- Must be proficient in Windows, Outlook, ATLAS, XDoc
- Minimum of 1 year customer service related experience preferred
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Document Processor Job Description
Job Description Example
Our company is growing rapidly and is hiring for a document processor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for document processor
- Appropriately enter and release time on behalf of a timekeeper in firm's InTapp program
- Volunteer to assist other secretaries in other practice groups and office
- Ability to appropriately draft information and work on behalf of timekeepers with little direction
- Update and proof visual presentations and other PowerPoint Presentations when necessary
- Share information and expertise with staff members at all levels
- Facilitate the creation and editing of Tables of Authorities and Tables of Contents
- Accurately transcribe and format legal documents in timely manner
- Must have strong editing skills to transform handwritten notes/edits onto a formal document
- Troubleshoot problems with corrupt documents
- Stay abreast of technology and software changes within the firm in order to be an expert in document preparation
Qualifications for document processor
- Experience using Laser Pro documentation software
- 1-2 years of document prepping and document scanning
- Attention to detail and able to work independently
- Experience in data entry environment is highly preferred
- Assist other offices by being the go-to desk support to troubleshoot application and document formatting questions
- Other duties as assigned to provide professional service
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Document Processor Job Description
Job Description Example
Our company is growing rapidly and is hiring for a document processor. 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 processor
- Enters checks received into the SharePoint database, comparing data entered with source documents, verifying screen format to detect errors, and proof reads new entries in database for accuracy, completeness and adherence to department procedures
- Scans copies of checks and saves in appropriate system drive according to account ensuring completeness and adherence to department procedures
- Gathers all necessary documents/correspondence and combines with disbursement voucher
- Receives and scans incoming mail
- Separates checks for mailing department and for manual mail-out
- Performs quality control checks of out -going packages to ensure shipping labels are correct
- Prepares and emails report of refunds/returns and voids to account holders on a daily basis
- Provide timely and accurate document processing support utilizing client standards and formats
- Create and edit documents, mail merges, charts, graphs, tables
- Review daily post-billing documents, tagging each one with the annotations necessary to create imaging work items
Qualifications for document processor
- Previous experience using Laser Pro documentation software
- 2 years of Commercial, Consumer, & Real Estate loan processing experience
- Three or more years word processing experience required in a legal environment, or equivalent
- Adobe Acrobat Professional, and familiarity with Visio, Carpe Diem and other similar software
- Excellent grammar, spelling, and syntax skills
- Ability to proof read complex documents with legal terminology
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Document Processor Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of document processor. 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 processor
- Verify that dollar amounts entered balance to check totals presented along with the remits
- Forward to/notify supervisor of any documents that do not balance or cannot otherwise be released into the workflow environment
- For non-payment documents, properly choose the type of document from a list of available choices for appropriate routing to proper department
- Associate each work item with the correct account within our computer database
- Maintain department standards in quality and quantity as set in the department’s production standards
- Prepare outgoing media request forms and submit to sellers as required
- Trouble shoots minor machine issues and escalates software/ hardware issues to OPC Management
- Responsible for split document function
- Process AP invoices in Image Now verifying several items
- Processing minimum expectation is 300 per day
Qualifications for document processor
- Previous experience with loan documentation software
- Well-developed and sophisticated organization, communication and interpersonal skills, with a proven ability to relate to and gain the confidence of people at all levels within an organization, ability to build strong relationships and work in a collaborative environment
- Flexibility to work independently within a team
- Flexible schedule, available to work with a late morning/early afternoon start time
- Professional demeanor and ability to make self available for last minute requests/emergencies
- Available to work overtime if necessary
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Document Processor Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of document processor. 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 processor
- May be required to assist with vendor issue resolution
- Respond timely to dealership inquires
- Other duties as assigned by your direct supervisor
- Ensures scanned documents adhere to quality control standards
- Retrieves documents as requested and maintains appropriate records
- Reviews daily batches in batch number order to ensure timely processing
- Follows appropriate notification process to communicate issues and errors to ensure quick resolution
- Handles issues/problems that are basic and routine
- Provides support to affiliate personnel, other support functions or roles
- Trouble shoots minor machine
Qualifications for document processor
- Submit engineering change orders
- Minimum 2-3 years residential real estate experience in processing, preferably in a high net worth environment
- Learn to use various computerized equipment
- Quickly, accurately and efficiently enter data into a variety of systems
- Must have at least one (1) year in document and check processing, packaging/shipping, or related experience, preferably in the insurance, mortgage, or banking industries
- Must have strong research capabilities and follow-up skills with attention to detail