Document Management Clerk

Catalis Regulatory & Compliance, LLC • Jacksonville, FL

49m • Onsite

About The Position

Join our team and support essential customer communication processes, including scanning, electronic filing, indexing, and data entry. You’ll help maintain smooth operations by processing applications and coordinating special mailings.

Requirements

• Working knowledge of the Pre-paid and Savings plans preferred as well as a general knowledge of Finance and Matriculation functions
• High school diploma or equivalent
• Minimum 1 year clerical experience
• Ability to type 35 wpm
• Basic PC and Microsoft office tools skills (Word, Excel and Outlook)
• Excellent oral communication skills, ten-key by touch
• Excellent problem solving skills
• Good judgement
• Great organizational skills
• Self-motivated
• Excellent Attention to detail and team player skills are required

Nice To Haves

• Working knowledge of the Pre-paid and Savings plans preferred as well as a general knowledge of Finance and Matriculation functions

Responsibilities

• Open and sort mail by categories including mailed, incoming faxed and e-mailed correspondence
• Scan and index all correspondence (incoming and outgoing)
• QC of letter output and entered applications
• Process incoming correspondence from Lockbox accurately and assign to correct departments
• Process returned mail
• Process application corrections after receipt of application
• Data entry of incoming checks received via mail
• Pull Special Letter Requests (SLR’s)
• Process changes to WebUploaded items when informed
• Other duties as assigned

Benefits

• Competitive salary and benefits package, including health, dental, vision insurance
• Paid Time Off (PTO)
• HSA and FSA options
• 401(k) plan with matching contributions
• Paid parental leave
• ABLE matching contributions for the disability community
• Employer paid short term and long-term disability insurance and group term life insurance
• Financial and legal assistance through our EAP (Employee Assistance Program)
• Opportunities for professional development and career advancement

What This Job Offers

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