Document Imaging & Systems Specialist

First National Bank of Williamson • Williamson, WV

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About The Position

The Document Imaging & Systems Specialist is responsible for managing the bank’s document imaging processes and supporting the effective use of internal systems to ensure accurate recordkeeping, accessibility, and operational efficiency. This role plays a key part in transitioning the bank from paper-based processes to digital workflows by maintaining document imaging systems, ensuring proper indexing and storage, and assisting staff with system usage. The Specialist works across departments to support compliance, improve processes, and enhance the bank’s overall technology and document management capabilities.

Requirements

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• 2–4 years of experience in banking operations, document imaging, records management, or systems support.
• Familiarity with document imaging systems, file management, and digital workflows preferred.
• Strong computer skills, including Microsoft Office and general system navigation.
• Experience in a regulated environment with document retention requirements preferred.
• Strong attention to detail and accuracy in document handling.
• Highly organized with the ability to manage large volumes of information.
• Ability to learn and support multiple systems and processes.
• Strong problem-solving and troubleshooting skills.
• Effective communication and willingness to assist internal users.
• Adaptability in a transitioning, technology-focused environment.
• Commitment to confidentiality and regulatory compliance.

Responsibilities

• Scan, index, and maintain electronic records for loan, deposit, and operational documents in accordance with bank policies.
• Ensure accurate document classification, indexing, and retrieval within the imaging system.
• Monitor and maintain document imaging workflows to ensure efficiency and completeness.
• Assist in converting paper-based processes into digital workflows and standardized procedures.
• Provide support to staff on document imaging systems and internal software platforms.
• Troubleshoot system and imaging issues in coordination with IT or vendors as needed.
• Perform quality control reviews to ensure document accuracy, completeness, and compliance.
• Maintain document retention standards and ensure compliance with regulatory requirements.
• Coordinate with Loan Servicing, Retail, and Operations to ensure proper documentation and filing.
• Support system updates, testing, and implementation of new technology solutions.
• Identify opportunities to improve processes, reduce manual work, and enhance efficiency.
• Perform other duties as assigned.

Benefits

• Health, dental, and vision insurance
• Life and disability insurance
• Critical illness, accident, and hospital indemnity insurance
• Pet insurance and pet discount program
• 401(k) plan
• Generous paid time off policy
• Generous holiday schedule

What This Job Offers

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