Demo

Temporary Document Management Specialist (3 months), On-Site, Bethpage, NY

FlexStaff Careers
Success, NY Temporary
POSTED ON 1/31/2025
AVAILABLE BEFORE 4/28/2025

Job Description

FlexStaff is seeking a Temporary Document Management Specialist for our Client, a full-service banking institution, located in the Bethpage, NY.

Full-time, 40hrs / week, Monday-Friday, 8am-5pm with 1hr unpaid lunch break. This position is working 100% on-site.

At this role you will be responsible for the proper handling, retention and retrieval of Corporate, Branch, Member and S3 records throughout their lifecycle.

Requirements :

  • Proven experience in preparing, scanning, and quality-checking documents and images for electronic or digital conversion, ensuring adherence to quality control standards.
  • Familiarity with records retention schedules and experience working with branches, third parties, and storage providers to manage document transmittals.
  • Proficiency in logging, tracking, and maintaining batch records and reports.
  • Ability to consistently follow departmental service level objectives, procedures, and operating systems when executing tasks.
  • Experience in reviewing and preparing mortgage and home equity loan files for long-term retention, ensuring compliance with third-party document and shipping requirements.
  • Competency in using document management software and other related computer systems.

Duties & Responsibilities include but are not limited to :

  • Prepare, scan, and quality check documents / images for electronic / digital conversion in accordance with quality control standards and departmental procedures.
  • Collaborate with branches, third parties, and long-term storage providers to manage document transmittal in line with the "Record Retention Schedule Policy."
  • Maintain complete and accurate files by researching and validating missing or incomplete information.
  • Log, track, and maintain batch records and reports.
  • Adhere to departmental service level objectives, procedures, and operating systems while executing tasks.
  • Monitor work queues and departmental email inboxes.
  • Review and prepare mortgage / home equity loan files for long-term retention, ensuring compliance with third-party document and shipping requirements.
  • Additional Salary Detail
  • The salary range and / or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and / or rate, several factors may be considered as applicable (e.g. location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget, and internal equity).

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