Document Processing Consultant

BizTek People, Inc. | APA International Placement Consultants • New York, NY

1d • Onsite

About The Position

BizTek People is in search for an experienced Document Processing Consultant for our client in NYC! This role is responsible for the receipt, scanning, tracking, filing, and secure storage of credit-related documents while ensuring accuracy, compliance, and timely processing of records within a corporate banking environment.

Requirements

• Bachelor's Degree.
• 5–10 years of experience in Corporate Banking, Corporate Finance, Loan Operations, or Documentation Control.
• Strong organizational and communication skills.
• Experience handling and maintaining financial or legal documentation.
• Proficiency with Microsoft Office Suite.

Nice To Haves

• Experience with document imaging and document management systems.
• ONBASE experience is a plus.
• Detail-oriented and highly organized.
• Able to manage sensitive documentation with accuracy and discretion.
• Comfortable working in a fast-paced corporate banking environment.
• Strong problem-solving and process management skills.

Responsibilities

• Support daily vault custody and document control operations.
• Receive, inspect, track, scan, and file loan and credit transaction documentation.
• Maintain accurate records of document movement and storage.
• Ensure timely processing of documentation into the organization's imaging system.
• Safeguard confidential banking and lending records.
• Serve as a point of contact for internal stakeholders regarding document custody procedures and outstanding issues.
• Troubleshoot and resolve document processing and custody-related exceptions.
• Assist with maintaining procedural controls and operational standards.
• Provide periodic status updates regarding vault inventory and document custody activities.
• Support special projects and additional assignments as requested by management.
• Adhere to banking regulations, internal policies, and compliance requirements.
• Participate in required compliance training programs.
• Follow established codes of conduct and information security standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level