Document Imaging Specialist

Origin Bank • Tyler, TX

4d • Onsite

About The Position

Reviews digital document queues to ensure documents are accurately represented, legible, divided, and uploaded to the correct locations. Reviews imaging system customer and account information to ensure data correctness. Scans documents; reviews and quality controls scanned batches on the Imaging system to ensure accuracy and adherence to department standards by performing the following duties. Word Duties and Responsibilities include the following. Indexes deposit/lending/retail document batches from banking centers scanned to the respective queues for imaging. Renames documents as needed and/or corrects documents as necessary. Prepare files for scanning, scanning the documents ensuring they are scanned correctly - i.e. Index with digital tools or manually separate. Performs Quality Control (QC) of imaged documents scanned by our department. Retains documents in accordance with departmental guidelines (extract required physical loan documents and file them in the vault). Scans/indexes/renames as needed for all departments in the ROC (Account Services, Deposit Operations E-Banking, Loan Operations, Retail, Wire Department). Import documents from Warehouse Lending and Mortgage Private Banking into imaging system or shared drive locations as requested. Utilize provided reports to manually update incorrect account or customer information and loan renewals within Imaging system. Sets up monthly folders for Account Services, Deposit Operations E-Banking, Loan Operations, Repos, Retail, Wire Department. Indexes verified Boarding Data sheets for Loan Operations. Assists with working incoming loan packages as needed. Assists all bank employees with imaging issues as needed. Assists as needed with special projects within the department.

Requirements

• High school diploma or general education degree (GED)
• Proficiently use computer keyboard and software applications such as Outlook, Microsoft Word and Excel.
• Ability to learn bank-specific software such as AccuSystems, IBS, nCino, etc.
• Ability to use basic office machines.
• Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor.
• Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Nice To Haves

• banking-related experience preferred

Responsibilities

• Reviews digital document queues to ensure documents are accurately represented, legible, divided, and uploaded to the correct locations.
• Reviews imaging system customer and account information to ensure data correctness.
• Scans documents; reviews and quality controls scanned batches on the Imaging system to ensure accuracy and adherence to department standards.
• Indexes deposit/lending/retail document batches from banking centers scanned to the respective queues for imaging.
• Renames documents as needed and/or corrects documents as necessary.
• Prepare files for scanning, scanning the documents ensuring they are scanned correctly - i.e. Index with digital tools or manually separate.
• Performs Quality Control (QC) of imaged documents scanned by our department.
• Retains documents in accordance with departmental guidelines (extract required physical loan documents and file them in the vault).
• Scans/indexes/renames as needed for all departments in the ROC (Account Services, Deposit Operations E-Banking, Loan Operations, Retail, Wire Department).
• Import documents from Warehouse Lending and Mortgage Private Banking into imaging system or shared drive locations as requested.
• Utilize provided reports to manually update incorrect account or customer information and loan renewals within Imaging system.
• Sets up monthly folders for Account Services, Deposit Operations E-Banking, Loan Operations, Repos, Retail, Wire Department.
• Indexes verified Boarding Data sheets for Loan Operations.
• Assists with working incoming loan packages as needed.
• Assists all bank employees with imaging issues as needed.
• Assists as needed with special projects within the department.

Benefits

• competitive total rewards package
• generous benefits
• compensation tailored to your skills, experience, and education
• Dream Manager program
• one-on-one guidance from a nationally certified health and wellness coach
• free access to certified financial professionals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED