Document Imaging Specialist

Firstrust Bank•Horsham, PA

1d•Hybrid

About The Position

Provides administrative and operational support for document processing, records management, return mail handling, and data maintenance activities while ensuring accuracy, compliance, and adherence to Bank procedures. This role also supports customer and internal team needs by identifying service opportunities, maintaining quality standards for document imaging and indexing, and assisting with updates to procedures and training for backup team members.

Requirements

High School diploma or equivalent
Basic knowledge of Microsoft Office (Word, Excel and Outlook)
Communicates clearly and professionally via telephone/email
Strong attention to detail, self-motivator and good problem-solving skills
Good organization and time management skills to help support competing priorities
Demonstrates friendly, positive attitude

Responsibilities

Assist in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to the appropriate person to open account. Actively sells and promotes corporate products to potential and existing customers. Possesses knowledge of corporate products and services to suggest products
Responsible for daily processing of related Bank documents to include but not limited to: Review for clarity and completion, Scan and index as directed by procedures, Validate the quality of image and index, Support processes to identification of missing paperwork, Process Flags/Codes in core system as directed by procedures
Responsible for processing Return Mail within the established procedures and appropriate banking regulations.
Reviews operational reports to validate changes in relation to address maintenance of fields/flag.
Review Data Maintenance forms for title and address changes to ensure forms support system changes. Missing information should be updated on Community Banking’s reports and necessary system information related to addresses should be performed.
Update procedures as necessary ensuring compliance with regulations.
Provide training to back up team members
Perform other duties as assigned by Management