Document Management Specialist
Document Management Specialist
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Job Description
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
Please note this position is an essential worker role and will need to work in the Charlotte NC office
Hours of Operation: 8:00 am to 4:00 pm EST
The Document Management Center (DMC) is a critical component of our overall Life New Business operation. This unit will be the initial point of processing for all our client paperwork after the Replace project goes live. It is vitally important to have a smooth operation in order to meet our sales goals and customer centricity goals established for our organization.
- Sort all incoming street mail and express mail documents andchecks by identifying document source and corresponding imaging system.
- Use designated patch sheets to separate requests and batches.
- Place checks in plastic scanning sleeves.
- Run scan equipment for AWD nbA OCR and conduct a quality review of documents scanned to ensure all information from the original documents has been captured.
- Clean and calibrate scan equipment twice daily performing each required step in the process.
- Place service calls to Equitable IT or directly to Cannon and work with the repair representative to determine next steps communications required and workarounds.
- Assist in pulling documents from storage for rescan.
- Pack and file scanned material maintain proper storage procedures and shred older documents in accordance with the current retention policy.
- Report out any metrics the functional areas require.
- Keep received logs as designated by the business areas.
- Record check information for scanning.
- Review and prepare all documents and checks for scanning including taping tears removing staples and preparation of documents to full sheets.
- Identify legal seals to properly designate legal documents reflecting the condition of the documents by noting on the Document Worksheet the state of all legal/notarized documents.
The base salary for this position is $40000. Actual base salaries vary based on skills experience and geographical location. In addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and shortterm incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications:
High School Diploma or equivalent. - 1 years work experience is a fastpaced environment.
Preferred Qualifications:
- Demonstrated attention to detail and reading comprehension skills; ability to focus on printed material for long periods of time to achieve high production and quality standards to meet strict Service Level Agreements.
Flexibility to assist team members wherever necessary on a variety of tasks - Sense of urgency and good prioritization skills.
Ability to maintain high level on concentration while performing repetitive tasks - Ability to operate various types of office equipment and lift boxes weighing 20 lbs.
Ability to sit or stand for long periods of time. Selfstarter ability to work independently and with limited supervision. - Reliable ability to meet attendance and punctuality standards.
Skills
Customer Support Operations:Knowledge of customer support techniques tools technologies and best practices; ability to utilize all aspects of customer support operations.
Customer Support Systems:Knowledge of principles and techniques used in customer support and ability to use applications hardware software networking and the applications environment used for customer support.
Managing Multiple Priorities:Knowledge of effective selfmanagement practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Problem Solving:Knowledge of approaches tools techniques for recognizing anticipating and resolving organizational operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Results Orientation:Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial wellbeing so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources ator email us at .
Required Experience:
Unclear Seniority
Employment Type
Full-Time
