Document Review Clerk

BCforward is currently seeking a highly motivated Document Review Clerk for an opportunity to be a Remote !

Position Title : Document Review Clerk

Location : 100% Remote

Anticipated Start Date : 06 / 20 / 2024

Please note that this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Job Type : Monday through Friday - 100% Remote

Pay Range : $16 / hr - $17.15 / hr

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.

g., benefits, paid time off, per diem, etc.).

Requirements : Document Review.

Document Review.

Education in Finance.

Mortgage reviewing

Job Description :

Review documents from customers.

Responsible for maintaining a steady workflow of incoming documents by verifying that accurate information is present per our systems utilizing a checklist.

Review and process Documents to company standard / checklists and computer system.

Retrieve the most recent annual financial report for each client under PFMAM management and then review the total assets / investments to determine if they meet the threshold to be consider either an Accredited Investor or Qualified Institutional Buyer (QIB).

The role will also prepare the QIB documents for each account that meets the threshold.

Data Entry

Report Generating

Scan Documents

Labeling Files

Organize Carts

Filing Documents

Meet Deadlines / Daily Production Requirements

Assist with other departments dependent of business needs and work volume

Basic Microsoft Office Skills : Word, Excel, Outlook

Ability to meet Deadlines / Daily Production Requirements

Ability to adapt to new processes

Ability to perform repetitive tasks

Ability to work with Leadership and Peers

Ability to take direction

Ability to work Independently

Strong Attention to detail

Must be able to push, pull, or lift up to 15lbs

Preferred Skills / Experience :

Familiarity with Mortgage Documents preferred

Familiarity with EMBTrust

Excellent interpersonal, verbal, and written communication skills

Strong time management, organization, and problem-solving skills

Intermediate Microsoft Excel skills (Manipulating data, vLookups, locating trends, etc.)

Benefits :

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward :

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world.

Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward' s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years.

Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum.

As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information.

BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States.

The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position.

Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 223475 when responding to this ad.

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Job Snapshot

Employee Type

Contractor

Location

Harrisburg, PA (Onsite)

Job Type

Admin - Clerical, Banking

Experience

Not Specified

Date Posted

06 / 11 / 2024

Last updated : 2024-06-20