Document Processor Resume Samples

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SD
S Daugherty
Stacy
Daugherty
89214 Ryann Canyon
Houston
TX
+1 (555) 435 3016
89214 Ryann Canyon
Houston
TX
Phone
p +1 (555) 435 3016
Experience Experience
San Francisco, CA
Document Processor
San Francisco, CA
Jaskolski, Abshire and Larson
San Francisco, CA
Document Processor
  • Review approved invoices to verify dates, Progress Report inclusion and overall appearance
  • Submit PDF of approved invoices, working paper and approval email(s) to records group for electronic retention
  • Assist in recording monthly job cost into QAQC Billing Summary Sheets
  • Assist in various tracking / reporting
  • Use of other office equipment (phone, copy machine, scanner etc)
  • Review documents and attach to accounts within the PRA imaging system
  • Utilizing a bar code scanner, scan all returned mail letters into an Access database and import into ATLAS
Dallas, TX
Document Processor Mail Clerk
Dallas, TX
Lang, Cummings and Marquardt
Dallas, TX
Document Processor Mail Clerk
  • Perform duties and special requests as assigned by team leader and manager
  • Open mail manually or by use of high speed openers or auto-assist extraction equipment
  • Support financial results by minimizing site waste and rework
  • Report early. Retrieve mail from the post office. Sort, open and distribute mail according to written workflows
  • Perform daily key-operator mail processing equipment maintenance
  • Handle time-sensitive materials
  • Assemble document batches, verifying document and/or page volumes
present
Houston, TX
Cib-data & Document Preparation Processor
Houston, TX
Quitzon Group
present
Houston, TX
Cib-data & Document Preparation Processor
present
  • Reviewing incoming documentation/work files
  • Review incoming documentation/work
  • Manually process incoming work
  • Logging incoming work
  • Performing basic data entry including Alpha Numeric
  • Work within the client defined processing guidelines
  • Conducting basic research
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Webster University
Bachelor’s Degree in Business
Skills Skills
  • Basic mathematical knowledge
  • Knowledge of consumer loan and line documentation
  • Knowledge of MS Windows and MS Office software, including Word and Excel
  • Attention to details
  • Ability to be a team player
  • Ability to work in a fast-paced environment
  • Knowledge of consumer loan compliance regulations
  • Demonstrated ability to show initiative and accept ownership of projects
  • Strong organizational and administrative skills
  • Ability to communicate effectively both in verbal and written form
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9 Document Processor resume templates

1

Document Workflow Management Data & Doc Prep Processor Resume Examples & Samples

  • Researches and responds to internal inquiries for prompt customer resolution
  • Understand and adhere to Bank policies and procedures
  • Perform data entry for incoming loan packages into CLW tracking system
  • Prepare physical loan documents for scanning and imaging to DealWorks and i-Vault
  • Operate high speed Kodak paper scanner
  • Ensure collateral lien perfection
  • Process incoming checks (payoff’s and payments) for all lines of business
  • Conduct internal inventory and audits on all boxes to be shipped to Iron Mountain off-site storage facility
  • Handle warehouse retention processing for loan files; including boxing files and moving/lifting retention boxes up to 25 lbs
  • Receive and sort all incoming loan packages by line of business
  • 1-2 years of prior loan operations experience in banking or financial services industry
2

Cres Document Processor Resume Examples & Samples

  • Provides additional support to other areas of Direct Lending Operations as required
  • One to two years of consumer lending experience preferred
  • Knowledge of MS Windows and MS Office software, including Word and Excel
  • Personal computer skills
3

Cib-data & Document Preparation Processor Resume Examples & Samples

  • Oral & written communication
  • Team player - sense of urgency
  • Time management - deadline driven
  • Ability to sit and stand for long periods of time
  • Operations knowledge
  • Item Processing
4

Mortgage Servicing Document Release Processor Resume Examples & Samples

  • Complies with MB Financial procedures and follows regulatory, operational, and security guidelines
  • Pulls legal files when release is returned from Recorder and mails release to borrower with appropriate letter
  • Stays current with industry knowledge and regulations by completing training sessions as scheduled
  • Becomes familiar with and/or cross-trains in different aspects of fellow team members’ duties
  • Completes payoff CITs and emails
5

Document Processor Resume Examples & Samples

  • Verifies and audits documents to ensure accuracy. Checks numerical data against input or reports. Prepares document batches for data entry and imaging
  • Expedites in-house processing of checks, invoices and/or other transactions; performs additional follow-up when necessary to meet client standards and service level agreements
  • Experience working with client company product and/or services
  • Insurance Industry Knowledge desired
  • Good oral and written Communication skills
  • Interpersonal skills for answering telephones and employee interaction
6

Cib-data & Document Prepparation Processor Resume Examples & Samples

  • Detail-oriented
  • Reading and comprehension of customer’s instructions
  • Alpha/Numeric data entry and typing skills – with excellent accuracy
  • Basic PC skills and Microsoft applications (Word and Excel)
  • Must be able to work in a production environment
  • Credit Check
7

Cib-data & Document Preparation Processor Resume Examples & Samples

  • Performing basic data entry including Alpha Numeric
  • Operating Imaging/Extraction Equipment (I-Tran, IBML, OPEX)
  • Logging incoming work
  • Sorting, filing, and distributing work, including electronic files, if applicable
  • Reviewing incoming documentation/work files
  • Scanning documents
  • Uploading/downloading information to/from systems
  • Processing/reviewing transactions
  • Maintaining site productivity and quality standards
  • Conducting basic research
  • Remittance processing
  • Work within the client defined processing guidelines
  • Following Standard Operating Procedures
  • Must be able to lift up to 35 pounds
  • Must be a team player and maintain a positive attitude at all times
  • Tax Filing History (possibly)
  • References (possibly)
  • Proof of U.S. Legal Permanent Residence up to 7 years
8

Document Processor Resume Examples & Samples

  • Contract Position**
  • Minimum of one year of work experience
  • Proficient with MS Office products (specifically Outlook to send emails including attachments, ability to check calendars and schedule meetings
  • Ability to use Microsoft Excel for basic excel skills (looking for skills such as filtering, sorting, simple calculations, data entry on excel, and ability to read and understand a spreadsheet)
9

Enrollment Document Processor Resume Examples & Samples

  • Ability to work collaboratively with others in a team environment
  • Strong Microsoft Office skills (Outlook, Word, Excel)
  • Previous school or office based experience
10

Document Processor Resume Examples & Samples

  • Prepares required loan documentation for all personal property consumer transactions ensuring a legally enforceable agreement between borrower and the bank
  • Reviews title work for accuracy and state specific requirements
  • Works with collateral and underwriting staff members to resolve any questions or issues associated with the file
  • Receives questions and assists branch personnel and sales representatives regarding loan documentation (i.e. verbiage, titling, disbursements,etc)
  • Interfaces with sales representatives, outside lending partners, DMV offices and/or title/doc service companies
  • Provides additional support to other areas of DCL Operations as required
  • Associate’s Degree in business, finance or equivalent combination of education and experience
  • One to two years of consumer lending experience preferred. Experience in a high volume/production environment preferred
11

Mail Document Processor Resume Examples & Samples

  • Manage all Quality Control, Quality Assurance, and Audit functions, report back on findings to management and recommend changes to ensure accuracy and eliminate errors / risk
  • Create and edit SOPs through proper change control process
  • Help coordinate client audit requests and responses
  • Conduct independent audits on agent documents to meet client Service Levels
  • Assess effectiveness of procedures via QC Audits
  • Make recommendations for changes or improvement
  • Meet all required timelines
12

Business Banking Closing Document Processor Resume Examples & Samples

  • Must possess 2 years’ experience in a business or commercial lending support position with good understanding of Commercial Loan documentation (i.e. Promissory Note, Loan Agreements, UCC’s, Guarantees, Security Agreements, Mortgages, Modification, Mortgage, collateral perfection and entity types/documents)
  • Prefer an Associate’s Degree or Business Certificate with an emphasis in Business Banking or possess equivalent experience in Business Banking Operations
  • Experience with Laser Pro, LQAS, and AFS systems
  • Requires knowledge of Commercial Regulatory Requirements, business practices and product information
  • Must have intermediate level Excel, Word and Adobe skills
  • Must possess strong analytical, process, and people skills
  • Must possess excellent oral and written communication skills
  • Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with strict deadlines
  • Excellent problem solving, decision-making and multi-tasking skills
  • Effective time management, organizational and prioritization skills
13

Processor, Document / Imaging Resume Examples & Samples

  • Compile and prepare documents for entry in the Imaging Capture System
  • Basic skills in computer use of software such as Microsoft Word, Excel, Outlook, and Internet Explorer required -Intermediate proficiency preferred
  • Ability to maintain complete confidentiality and discretion in business relationships and exercise sound business judgment
14

Document Processor Resume Examples & Samples

  • Review approved invoices to verify dates, Progress Report inclusion and overall appearance
  • Collaborate with Billing Manager to ensure requirements ae approved invoices are met
  • Deliver approved HNTB invoices to the client using required method of delivery (USPS / Fed EX / email etc)
  • Submit PDF of approved invoices, working paper and approval email(s) to records group for electronic retention
  • Assist in recording monthly job cost into QAQC Billing Summary Sheets
  • Assist in various tracking / reporting
  • HS diploma or GED or 2 years Electronic Record Retention / Office Administration experience in lieu of degree
  • Understanding of Adobe Professional
  • Basic Microsoft skills
  • Use of other office equipment (phone, copy machine, scanner etc)
  • LI-NF
15

Document / Imaging Processor Resume Examples & Samples

  • Scan documents into system
  • A comprehensive benefits package designed to enhance your health, your financial well-being and your future
  • Minimum of three (3) months office administrative experience preferred
  • Strong typing, data entry and 10-key skills by touch required
16

Document Management Processor Resume Examples & Samples

  • 1-2 years of experience in administrative/financial/banking/loan processing or related experience
  • Basic knowledge of accounting and finance principles
  • Knowledge and experience with Systems, Applications Product (SAP) financials a plus
  • Knowledge of standard Document Management concepts, practices, and procedures
  • Knowledge with Quality Control (QC) of online documents a plus
  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology
  • Effective communication skills to present information, interpret and respond appropriately to different audiences
  • Excellent Customer Service Skills to develop insight into customer needs, provide options, and meet the customer’s and the company’s business needs
  • Excellent organizational, prioritization, and follow-through skills
  • Excellent data entry skills in order to input data accurately and efficiently in system
  • Excellent accuracy and attention to detail skills to process large numbers of documentation
  • Ability to operate image handling software
  • Ability to work under time constraints and strict deadlines in a fast paced high volume environment
  • Ability to multi-task (in order to process large volumes of documentation)
  • Ability to handle confidential information in a discreet, professional manner
  • Ability to identify discrepancies and inconsistencies in available information, and explain variances
  • Ability to apply general rules to specific problems to produce answers that make sense
17

Document Processor & Scanner Resume Examples & Samples

  • Process various contracts in a timely manner
  • Verify loan documents including loan contracts, income verification, credit application and loan approvals by making sure all items were included and ultimately preparing application for processing
  • Input proper loan information into the system for processing
  • Process an average of [300] contract per day while maintaining company's production rate
  • Other duties include making copies of un-related items that were not relevant to loan contracts
  • Audit and staple and folded processed work
  • Prior experience working with copiers, scanners and filing
  • Prior basic computer skills
  • Able to sit for long periods of time and complete repetitive task
  • Able to focus and pay attention to detail
  • Must be able to work a flexible schedule (shifts may have a start time but no definite end time)
18

Document Processor Resume Examples & Samples

  • Prepare outgoing media request forms and submit to sellers as required. Set up new purchased portfolios within PRA system to ensure order forms are generated in automation. Sort and route incoming documents; locate and attach appropriate file to media request form
  • Read correspondence and incoming faxes to determine the disposition as outlined by Company procedures. Make appropriate notations in ATLAS and distribute to managers
  • Review documents and attach to accounts within the PRA imaging system
  • Use the scanner to scan appropriate correspondence and faxes including other paperwork generated by other departments
  • Utilizing a bar code scanner, scan all returned mail letters into an Access database and import into ATLAS
  • Organize and maintain file system, both paper and electronic; file correspondence and other records
  • Operate computer terminal to input, manipulate, organize and retrieve data; operate other office machines, such as typewriter and calculator
  • Responsible for ensuring compliance with applicable laws, regulations and company policies across areas of organizational responsibility
  • High school diploma preferred or the equivalent amount of related experience required
  • One year related administrative experience and/or training
  • Must be proficient in Windows, Outlook, ATLAS, XDoc; familiar with Word, Excel
19

Document Management Processor Resume Examples & Samples

  • Demonstrated computer and keyboard skills with the ability to key 35-50 wpm with accuracy
  • Fundamental knowledge of Microsoft Excel and Microsoft Word
  • Previous experience working with electronically received documents and attachments
  • Prior experience with administrative processing systems preferred
  • 1-2 years work experience in an office environment with customer interaction
  • Attention to detail while working with numerous policy number configurations that have subtle differences
  • Capacity to learn new equipment and software
  • Work under pressure, deadlines and meet strict service level agreements
  • Multitask
  • Analytical skills/problem solving skills
  • Exhibits ability to learn new processes and procedures
  • Must be able to handle quickly changing priorities and keep work moving under adverse conditions
  • Maintain professional demeanor under stressful conditions
  • Performs
  • Rotating Saturday shifts
  • Execute transactions electronically for multiple processing functions
20

Document Processor Resume Examples & Samples

  • Report early. Retrieve mail from the post office. Sort, open and distribute mail according to written workflows
  • Mail/Document Prep: Open mail manually or by use of high speed openers or auto-assist extraction equipment; Prepare mail for scanning; Assemble document batches and/or page volumes; Process cash or check in accordance with security and operating policy/procedure; Perform daily key-operator mail processing equipment maintenance
  • Document Scanning: Operate network high speed production scanning equipment; Perform scanning and imaging tasks; Identify, classify and sort documents; Assemble document batches and/or page volumes; Process cash or check in accordance with security and operating policy/procedure; Perform daily key-operator mail processing equipment maintenance
  • Open mail manually or by use of high speed openers or auto-assist extraction equipment
  • Identify, classify and sort documents
  • Prepare mail and documents for scanning
  • Assemble document batches, verifying document and/or page volumes
  • Lift large boxes of paper for storage or production use
  • Handle time-sensitive materials
  • Handle confidential materials
  • Process cash, or checks in accordance with security and operating policies and procedures
  • Perform daily key-operator mail processing equipment maintenance
  • Perform duties and special requests as assigned by team leader and manager
  • Maintain accuracy of required reports, logs and measurements
  • Ensure the highest levels of customer care
  • Identify and refer sales-cues leading to potential add-on business
  • Ensure adherence to business guidelines, safety & security procedures
  • Ability to cross-train to other functional areas
21

Document Processor Mail Clerk Resume Examples & Samples

  • Mail/Document Prep: Open mail manually or by use of high speed openers or auto-assist extraction equipment; Prepare mail for scanning; Assemble document batches and/or page volumes; Process cash or check in accordance with security and operating policy/procedure; Perform daily key-operator mail processing equipment maintenance
  • Identify, classify and sort documents
  • Handle confidential materials
  • Perform daily key-operator mail processing equipment maintenance
  • Ensure the highest levels of customer care
  • Identify and refer sales-cues leading to potential add-on business
22

Cres Document Processor Team Lead Resume Examples & Samples

  • Reviews title work for state specific requirements, file contents for all applicable supporting documentation, determination of rescission requirements for real estate secured transactions, and verification of the rate as documented in the application processing system
  • Partners with staff members to resolve any questions or issues associated with specific transactions
  • Receives questions and assists branch personnel and sales representatives regarding loan documentation (i.e. verbiage, titling, disbursements, etc)
  • Prepares daily and weekly management reports to reflect volumes and metrics
  • Responsible for training new Doc Prep Processors
  • Serves as a resource for questions for less experienced Doc Prep Processors
  • Associate’s Degree in Business or Finance or equivalent combination of education and experience
  • Years of functional/professional experience Four to five years of consumer lending experience preferred. Experience in a high volume/production environment preferred. Thorough knowledge of loan documentation preferred
  • Experience in a high volume/production environment preferred
  • Good knowledge of consumer loan compliance regulations
23

Document Processor Resume Examples & Samples

  • Assist servicers/customers by providing the highest level of service when requesting payment
  • Put the caller first and remain polite and professional at all times building a positive rapport with a variety of personality types
  • Receive incoming calls from customers or service centers to resolve claim payment disputes an claim statuses
  • Deliver superior service utilizing troubleshooting and problem solving skills to successfully supply accurate information to callers and service centers to resolve their issues
  • Ability to solve problems and deal with a variety of complex situations where limited standardization exists
  • Research, respond and resolve callers issues in a timely fashion
  • Retrieve information from our systems and communicate information back to the caller in a clear and educated manner
  • Document all customer information, communications and sales in system
  • Be available to work any shift in a 24/7 call center that is offering great compensation
  • Possess the ability to settle payment disputes with management approval. Resolve escalations within authority limits to insured and claimants
  • Ability to work independently; good collaboration skills; ability to take and correctly interpret instructions; managing priorities and meeting deadlines; adjusting priorities; organization issues
  • Possess high level knowledge in Excel
  • Audit Foundation documents to ensure that all documents are properly submitted and filed. Particular attention should be paid to documents that have legal ramifications
  • Possesses knowledge using Microsoft Support and Burning Software
  • Contact Service centers and customers as required to resolve claims payment disputes
  • Possess strong work ethics, organizational, and time management skills
  • Possess above average written and verbal communication skills
  • Ability to multi-task and change priorities as required to accommodate business needs
  • Maintain a continual working knowledge of our client’s products, services and promotions
  • Higher level of proficiency in MS WORD for Windows 6.0 and Excel
  • Ability to write higher level correspondence
  • Ability to effectively present the information in one on one and small group situations to customers, clients, and other decimals
  • Ability to apply common sense understanding to carry out instructions furnished in oral, written, or diagram form
  • Good organizational, telephone skills and detail oriented. We are looking for engaging, empathetic, results-driven, customer service focused individuals to build a rewarding long-term career with us. If you have a passion for excellent customer service, the ability to function well in a team setting or on an individual basis, effective time-management and organizational skills, and exceptional communication and interpersonal skills, we are looking for you!
  • High school diploma or general equivalency degree (GED)
  • 2+ Years Call Center Experience a plus
24

Document Processor / Mail Clerk Resume Examples & Samples

  • Report early. Retrieve mail from the post office. Sort, open and distribute mail according to written workflows
  • Document Scanning: Operate network high speed production scanning equipment; Perform scanning and imaging tasks; Identify, classify and sort documents; Assemble document batches and/or page volumes; Process cash or check in accordance with security and operating policy/procedure; Perform daily key-operator mail processing equipment maintenance
  • Open mail manually or by use of high speed openers or auto-assist extraction equipment
  • Prepare mail and documents for scanning
  • Assemble document batches, verifying document and/or page volumes
  • Lift large boxes of paper for storage or production use
  • Handle time-sensitive materials
  • Process cash, or checks in accordance with security and operating policies and procedures
  • Maintain accuracy of required reports, logs and measurements
  • Ability to cross-train to other functional areas