Demo

Document Management Processor II

Bank & Investment Group
Suffolk, VA Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/11/2025

Archive and maintain documents and data housed in the bank imaging software.

Essential Responsibilities :

  • Create and analyze department reporting.
  • Lead daily processing team workflow.
  • Train team members on processes and procedures.
  • Lead department projects and initiatives.
  • Identify, prep, and archive multiple types of documentation related to the various departments within the bank.
  • Ensure imaged documents are legible and in proper sequence.
  • Input indexing data and labeling for various document files and fields.
  • Perform quality control checks on images and data to ensure proper input.
  • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
  • Other duties as assigned.

Minimum Required Skills & Competencies :

  • 2 years of direct work experience with loan documentation and / or deposit documentation.
  • High school graduate or equivalent.
  • Comfortable with navigating within folder structures and working with various file types.
  • Must be efficient, thorough, and accurate.
  • Must be able to work independently as well as part of a team environment.
  • Excellent organizational skills and very meticulous with details.
  • Punctual
  • Desired Skills & Competencies :

  • Previous banking experience.
  • Knowledge of deposit and loan documentation.
  • Computer skills (Word, Excel & Access).
  • Experience with using document imaging software.
  • Physical Requirements :

  • Express or exchange ideas by means of the spoken word via email and verbally.
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
  • Not substantially exposed to adverse environmental conditions.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities
  • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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