Document Imaging Services Specialist

LPL Financial•Charlotte, NC

2d•Onsite

About The Position

The Doc Imaging Services Specialist at LPL Financial Corp is responsible for the accurate and efficient scanning, indexing, and quality control of a high volume of financial documents, ensuring their integrity and accessibility within the company's digital imaging system.

Requirements

1+ years of experience in document imaging, scanning, or data entry, preferably within a financial services environment.
Strong attention to detail and accuracy.
Excellent organizational and time management skills.
Ability to work independently and as part of a team.
Strong communication and interpersonal skills.
High School Diploma or equivalent; Associate's degree preferred.

Nice To Haves

Proficient in operating high-volume document scanners and related software.
Experience with document management systems is a plus (Documentum and Adobe Pro).
Familiarity with financial documents and terminology is a plus.
Excel and Sharepoint experience for tracking data and reporting.
Ability to lift and move boxes of documents (up to 25 lbs) as needed.

Responsibilities

Operate high-speed document scanners to convert physical documents into digital images.
Perform quality assurance checks on scanned images to ensure clarity, completeness, and legibility.
Accurately index and categorize digital documents using predefined naming conventions and metadata.
Identify and resolve document imaging errors, including missing pages, poor image quality, or incorrect indexing.
Maintain and troubleshoot scanning equipment, performing routine cleaning and minor adjustments.
Adhere to all company policies and procedures regarding data privacy, security, and document retention.
Collaborate with other departments to ensure timely processing and delivery of imaged documents.
Assist in the retrieval and distribution of digital documents as requested.
Contribute to process improvement initiatives within the document imaging department.