Document Management Specialist, South Shore Bank, Weymouth, MA
Posted March 3, 2022
Description:
Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. We are looking for a Document Management Specialist I to support our business units in processing, document imaging and indexing client records involving the use of document scanners and indexing software. This individual will follow procedures to perform daily operations of document imaging, processing, and indexing of client records and demonstrates strong analytical and organizational skills.
When you join us, you’re joining others that believe in our community and are committed to helping it thrive. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with medical, dental, vision, flexible spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance, and many other benefits.
This is an in-person/office position.
Responsibilities include the following:
- Conducts digital file migration, including reviewing documents in order to move them into the correct folder, renaming the files according to South shore Banks naming convention, applying metadata to each file and deleting duplicate files.
- Maintain knowledge of the various documents indexed for each Business Unit within the Bank.
- Prepares all documents for efficient entry into the document imaging system.
- Scans, indexes and files document images to the proper location within the electronic record for all files, received documents and client correspondence.
- Performs quality control on all new and existing files using internal reports and documentation to verify data input is correct.
- Scan daily maintenance backup.
- Complete high volume of work while meeting quality, productivity and timeliness standards.
- Maintain high degree of quality control and validation of completed work.
- Familiar with contracts and legal documents
What you bring to the table:
- Must display teamwork and commitment while performing daily duties.
- Must demonstrate initiative and discipline in time management and assigned completion
- Excellent organizational skills for efficient workflow
- Ability to work in a high production environment while maintaining close attention to detail
- Ability to work independently
- Able to work independently
- Familiarity with contracts preferred
- Team player who works well with others
- Positive attitude and willingness to learn and adapt
- Superior organizational skills, strong attention to detail and accuracy especially with redundant tasks, the ability to prioritize and organize multiple projects, meet deadlines, problem-solve, and multi-task
EDUCATION and/or EXPERIENCE:
- Strong time management and organizational skills
- Banking, lending, or loan processing experience preferred
- Associates Degree or equivalent relevant work experience
- Intermediate technology skills required (knowledge of word processing, database and
spreadsheet applications). - Nautilus experience is a plus
- Experience in lending is a plus
How to apply:
Please apply online at: Career Center – South Shore Bank