Document Support Specialist

Citi • Sioux Falls, SD

12d

About The Position

Works under direct supervision. Verify receipt of all documents received and check for accuracy and completeness. Records duties include archiving/storage, retrieval, and reconciling documents as received. Imaging duties include setup, document preparation and scanning documents into database and returning electronic files to appropriate business lines. Resolves moderately complex issues and escalate as required. May support one or two business lines in a single system or multiple portfolios (records retention). Prepares documents for review, follows up with clients and modifies contracts within established procedures while meeting quality standards. Monitor daily work lists and queues to process work within set time constraints. Produces simple loan/trade documents upon request. Interacts with legal institutions and dealers/customers to complete work requirements Sort and prep incoming documents to be imaged. Process information - compiles, code, categorize, calculate, and verify information or data. Administrative Support -photocopying, sorting and distributing mail. Selects best course of action from multiple, defined options. Selects appropriate procedures to resolve problems which may involve uncommon variations. Anticipates problems and recognizes when to deviate from standard practices. Must be able to lift 50 to 70 pounds consistently. Ability to use a variety of office equipment (phone, fax, copier, computer, scanners). Intermediate computer, math and data skills. Ability to follow established procedures to complete moderately complex assignments. Consistently demonstrates clear and concise verbal and written communication skills - involves interactions with internal and external customers. Maintains organizational skills - proven ability to multi - task prioritize work, pay attention to detail

Requirements

• Must be able to lift 50 to 70 pounds consistently
• Ability to use a variety of office equipment (phone, fax, copier, computer, scanners)
• Intermediate computer, math and data skills
• Ability to follow established procedures to complete moderately complex assignments
• Consistently demonstrates clear and concise verbal and written communication skills - involves interactions with internal and external customers
• Maintains organizational skills - proven ability to multi - task prioritize work, pay attention to detail
• High School diploma or equivalent

Responsibilities

• Verify receipt of all documents received and check for accuracy and completeness
• Records duties include archiving/storage, retrieval, and reconciling documents as received
• Imaging duties include setup, document preparation and scanning documents into database and returning electronic files to appropriate business lines
• Resolves moderately complex issues and escalate as required
• May support one or two business lines in a single system or multiple portfolios (records retention)
• Prepares documents for review, follows up with clients and modifies contracts within established procedures while meeting quality standards
• Monitor daily work lists and queues to process work within set time constraints
• Produces simple loan/trade documents upon request
• Interacts with legal institutions and dealers/customers to complete work requirements
• Sort and prep incoming documents to be imaged
• Process information - compiles, code, categorize, calculate, and verify information or data
• Administrative Support -photocopying, sorting and distributing mail
• Selects best course of action from multiple, defined options
• Selects appropriate procedures to resolve problems which may involve uncommon variations
• Anticipates problems and recognizes when to deviate from standard practices

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees