Document Processing Resume Samples

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A Kirlin

Alicia

Kirlin

970 Rasheed Villages

Detroit

+1 (555) 673 6287

970 Rasheed Villages

Detroit

Phone

p +1 (555) 673 6287

Experience Experience

Boston, MA

Cib-document Processing Spec-team Member

Boston, MA

Turcotte, Williamson and Corwin

Boston, MA

Cib-document Processing Spec-team Member

The team name is ‘Documentation Management’ and the job title is ‘Document Processing Spec’. This is an operations role and is performed by both, graduates and post-graduates from various education disciplines (mainly BCOM, BBM, MBA and LLB)
The profile responsibilities include working on remediation activities, reconciling matrix, retrieving and analyzing legal documents. Examples of such legal documents are custody agreeements, Trust agreements etc
The employee should be flexible with shifts;In general, employees have to be flexible to work on both the shifts, employees will also have to change / rotate shifts periodically
Productivity and Quality will be the measure of performance for this role. Producing good quality work is therefore paramount to the success of the candidate in the organization
Work closely with managers to provide feedback to continuously improve document management technology and workflow
Work closely with business partners and other team members across regions to maximize effectiveness of documentation management-related initiatives
Support the execution of automated workflow which includes scanning and indexing of client on-boarding documentation

Los Angeles, CA

Document Processing Specialist

Los Angeles, CA

Feil, Leffler and Gleichner

Los Angeles, CA

Document Processing Specialist

Provide any additional support to the quality assurance manager and team so Service Level Agreements are met
Provide continuous improvement ideas to the overall BIC review process
Provide administrative support for the team
Flexibility with schedule, willing to work the hours of CAMG operation to insure coverage
Perform secondary review of loans deemed ineligible for pledge, due to documentation or system mismatch scenarios within the firm’s control to cure
Develop and maintain a strong professional relationship with the Sales and Operations teams
Proactive & positive working attitude, committed to the role

present

San Francisco, CA

Cib-document Processing Specialist

San Francisco, CA

Lemke, Wolf and Fay

present

San Francisco, CA

Cib-document Processing Specialist

present

Provide overall supervision to the staff during his/ her shift operating window
Ensure that all work items are completed as per the agreed SLA
Monitor the exceptions and ensure that they are resolved in a timely manner
Identify opportunities for improving the efficiency of the process
Prepare the weekly / monthly MIS reports
Track the changes to the procedures and ensure that the team is fully aware of the changes
Scanning and Indexing Legal/Collateral documents on to the strategic tool

Education Education

Bachelor’s Degree

Kaplan University

Bachelor’s Degree

Skills Skills

Ability to problem solve/analytical ability
Interacts and communicates courteously and professionally with all Ropes & Gray clients and employees
Excellent partnership skills
Ability to work in a cross functional multi-office environment
Ability to be a proactive, self-starter
Ability to prioritize and multi-task for efficient and effective work production
Ability to perform under tight deadlines while maintaining a thoughtful and courteous manner
Ability to work effectively in a culturally diverse environment
Reliable and punctual
Ability to demonstrate initiative, be proactive and learn and adapt to new systems

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10 Document Processing resume templates

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Document Processing Specialist Resume Examples & Samples

Review client document and ensuring accuracy & completeness of the regulatory related information
Collate & prepare data for control analytics, involving data input, data verification & documentation filing
University graduate with some work experience preferably in banking and finance operation (Fresh graduate will be considered)
An exceptional team player with a high level of integrity and self-discipline
Exceptional multi-tasking and organizational skills with ability to work under a high pressure environment
Not afraid of tedious and repetitive task with good detailed mind and data sensitivity
Proactive & positive working attitude, committed to the role
Interest in pursuing a career in banking operation

Document Processing Specialist Chicago Resume Examples & Samples

2 – 5 years experience in loan documentation – real estate and land trust knowledge strongly preferred
Knowledge of risk management, collateral perfection, compliance and other related experiences
Detail Oriented - Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented
Efficient - Works with a sense of urgency; seeks out and adapts to best practices; seeks constant improvement; energetic, positive outlook; and motivated by personal and departmental goals
Customer Service Oriented - Candidates are comfortable on the phone; excellent communication (written and verbal), problem solving, strong analytical skills, interpersonal skills, possess a desire to own and resolve items; and pleasant and professional demeanor
Team Oriented - Readily shares information with peers and managers; can coach others; willing to assist wherever needed; works toward team success and goals
Organized person, eye for detail, and ability to manage priorities and deadlines effectively
Ability to multi-task, flexible, and willing to learn
Proficient in the use of Windows and Microsoft Office (Word)
Paralegal certificate, associates or other college degree preferred
Ability to work to 6:00 p.m. CDT daily and overtime when necessary

Fatca Document Processing Specialists Resume Examples & Samples

Provision expert advise on FATCA document related matters
Verification of the correctness/completeness of clients' form
Responsible for the life cycle of client information by maintaining static data and ensuring the accuracy and completeness of all sourced data
Coordination of the document re-papering task force (follow-up of pending items including the tracking of missing documents)
Supporting the Document Management unit in the daily work
Preparation of different management reports
Ideally, you have gained a first experience in a similar function in the financial sector coupled with an overall banking knowledge
You have excellent communication, organisational and interpersonal skills,
You are able to work carefully, independently as well as in a team and under pressure
Furthermore, you have a general understanding about the different types of bank clients and products
You are Client service oriented, committed and flexible
Fluency in German and/or English written and spoken; French is considered as an asset

Document Processing Specialist Resume Examples & Samples

Review documents submitted from Commercial Banking lines of business
Validate information provided by referencing multiple source systems within Commercial Banking and the Firm
Prepare files on a shared drive to document quality results
Communicate with the lines of business to confirm quality results
Provide any additional support to the quality assurance manager and team so Service Level Agreements are met
Participate in any projects that are assigned by the Quality Manager
Bachelor’s Degree a plus; 1-3 years of professional experience in financial services or equivalent is required
Detail-oriented with a strong emphasis on quality
Strong organizational skills and the ability to follow problems through to a solution
Proficiency with standard MS office products including: Power Point, EXCEL and WORD
A functional understanding of Sworn Document execution is strongly preferred
Excellent communication, presentation, analytical and problem solving skills
Ability to perform detailed work and report results in a clear, concise manner at the appropriate level

Document Processing Specialist Resume Examples & Samples

Reviewing closed loan packages or SBA credit files for specific documentation requirements, including regulatory and compliance adherence
Indentifying and communicating documentation exceptions and the clearing of them
Entering and updating collateral information on the collateral systems and indexing documents
Researching and responding to research requests
Exercising judgment, discretion, and prioritization
Participating in projects and working groups as required
Understanding and following Bank policy and established procedures
Meeting or exceeding established Service Level Agreements

Document Processing Specialist Resume Examples & Samples

Perform secondary review of loans deemed ineligible for pledge, due to documentation or system mismatch scenarios within the firm’s control to cure
Facilitate partnership meetings with WLO Doc Review and Loan Setup & Funding teams to resolve operational errors that caused pledge ineligibility
Facilitate discussions with WLO and LOB partners on high-dollar value loans to cure the pledge deficiency and make the loan eligible to pledge. Follow up as necessary until cured
Provide continuous improvement ideas to the overall BIC review process
Serve as an escalation point for BIC analyst team
Communicate succinct and timely status updates for inclusion in the BIC EMR deck
Expert knowledge of loan documentation requirements
Working knowledge of and/or prior experience with LIQ and ACBS loan systems preferred
Takes initiative and can work independently
Ability to problem solve/analytical ability

Cib-document Processing Spec-team Member Resume Examples & Samples

The team name is ‘Documentation Management’ and the job title is ‘Document Processing Spec’. This is an operations role and is performed by both, graduates and post-graduates from various education disciplines (mainly BCOM, BBM, MBA and LLB)
The profile responsibilities include working on remediation activities, reconciling matrix, retrieving and analyzing legal documents. Examples of such legal documents are custody agreeements, Trust agreements etc
The employee should be flexible with shifts;In general, employees have to be flexible to work on both the shifts, employees will also have to change / rotate shifts periodically
Identify issues and co-ordinate with the relevant functions internally for prompt resolution on disputed points within set time-frame parameters
Atleast 1 yr of experience in working in a operations role within Investment Banking / Law Firm environment in the Asia Pacific region
‘Working to deadline’ approach
Graduation is a must

Document Processing Specialist Resume Examples & Samples

Responsible for keying BOFD, makes return or pay decisions, in addition to preparing checks to be returned
Verifying and preparing manual cash letters
Locating and re-qualifying non-post debits and credits utilizing CRF, and OBIQ
Attaining images for missing items
Processing paper stop caution and positive stop reports
Verify and determine final disposition of all non-post reject ACH debits to correct customer accounts
Return debits and credits to the Federal Reserve and partner banks
Research and reconcile outstanding ACH entries
Return credit items to internal dept
Verify and determine final disposition of all non-post rejects, paper, electronic and ACH debits and credits to correct customer accounts
Utilize equipment available to reconcile items involving greater difficulty and broader scope
In addition to the above, Process outgoing ACH cash letters. Processing Pep rejects. Research and reconcile outstanding ACH entries. Verify and determine final disposition of all non-post reject ACH debits and credits to correct customer accounts. Processing paper and ACH stop caution and positive stop reports. Responsible for breaking work down in preparation for processing
Responsible for daily processing of Incoming Returns. This includes the dispositioning of chargeback items and mail/matching process
Requires demonstrated interpersonal skills
Must be able to work in a deadline oriented production environment
Demonstrate time management, multitasking and organizational skills
In addition to the above, employee will be responsible for being crossed trained on all processes within the department. Provides support to management as needed including training, assisting other departments, and working on any projects. Completes in-depth research and resolution of problems and complaints
Responsible for e-mail, fax and phone call communications from internal branch and operations staff regarding problem resolution, research, etc. for various SunTrust departments and functions
Provides superior customer service by listening to internal customers, anticipating their needs, and providing accurate and timely resolution
Completes in-depth research and resolution of problems and complaints
Works closely with internal departments in support of issue research and resolution and provides quality feedback to supported areas
Exercises judgement and initiative in resolving problems, including following up on open cases with letter and/or phone call until case is resolved
In addition to the above, employee will be responsible for being crossed trained on all processes within the ORU including manual returns and statement problem resolution
Provides support to management as needed including training, assisting other departments, and working on any projects
Ability to function well in a high paced high production oriented work unit

Cib-document Processing Spec-team Member Resume Examples & Samples

Document lifecycle management (e.g. Validation, capture, storage and retention management) for in-scope documents
Providing crisis management support to Legal, Compliance, and Front Office in the event of client default, or country/industry business disruptions
Change management to support technology and process improvements, new products and business, and regulatory developments
Manage documentation aspects of Client on boarding including documentation review and quality control
Work closely with business partners and other team members across regions to maximize effectiveness of documentation management-related initiatives
Graduate-level education, preference will be given to Law graduates
1 to 2 years of operations experience, or equivalent
Proven project management experience, a plus

Cib-document Processing Specialist Resume Examples & Samples

Provide overall supervision to the staff during his/ her shift operating window
Ensure that all work items are completed as per the agreed SLA
Identify opportunities for improving the efficiency of the process
Experience and a working knowledge of various aspects of International Payment Processing Operations. 2 years of experience in a back office operations of a reputed foreign bank or it’s processing arm/private sector bank/public sector bank as a supervisor would be beneficial
Good people management skills

Document Processing Specialist Resume Examples & Samples

Review documents for accuracy and completeness
Follow all standard operating procedures to ensure all internal and external compliance rules are met
Keep impeccable notes in the customer record and update the job status according to SOP
Self-directed and an independent thinker
Upbeat and motivational attitude
Flexibility with schedule, willing to work the hours of CAMG operation to insure coverage
Outstanding verbal and written communication skills in person, over the telephone, and via email
Excellent customer service and interpersonal skills required
Acute awareness & ability to manage to deadlines and people
Regular, reliable and predictable attendance required
Highly proficient with desktop applications such as Adobe Acrobat Professional, MS Office, DocuSign, internal software and Internet browsers including an ability to learn new software
Professional, customer focused approach to completing assignments and representing SolarCity
Ability to work well with others in a collaborative team environment
Must be able to successfully pass a pre-employment criminal screen

Cib-document Processing Specialist Resume Examples & Samples

Scanning and Indexing Legal/Collateral documents on to the strategic tool
Setting up deals and Tracking Exceptions on a daily basis
Search electronic sources, such as databases or repositories, or manual sources for information
Filing Uniform Commercial code (UCC) on CT Lien
Ensure timely completion of daily activities
Graduate-level education

Cib-document Processing Specialist Resume Examples & Samples

Review of Legal documentation and capture key parameters into JP Morgan System
Working with key partners in legal, business for various executed legal documents
Maintaining production and quality standards to ensure that reviews are completed timely and accurately
Tracking and reconciling daily work and performing other duties as assigned
Adhering to overtime requirements when necessary as timely review of documents are critical to the business
Legal Documentation of Paralegal experience is a plus
Knowledge of Chinese/Mandarin/German/French/Spanish language will be an advantage but not a necessity

Document Processing Specialist Resume Examples & Samples

Minimum 3-5 years banking experience as a contract associate
Bachelors Degree or equivalent required
Paralegal Certificate preferred
Demonstrated self-motivation, initiative and strong customer focus
Excellent verbal, written, interpersonal and organization skills
Proven ability to independently identify, analyze and resolve issues
Ability to report on volume and metrics for records indexed
Ability to work well under pressure, exercise good judgment, meet deadlines and manage multiple tasks
Proven problem solving and critical thinking skills

Document Processing Administrator Resume Examples & Samples

Prepare and format reports/proposals and other documentation to meet company/client standards
Create and compile PDF documents from Microsoft Word, Excel, PowerPoint
Assist Project Managers and Project Coordinators and consultants with document completion
Perform Quality Assurance/Quality Control checks to ensure quality and consistency in written products
Ensure deliverables are on time
Document assembly, including scanning, copying, printing
Support-oriented attitude
Excellent organizational skills (prioritizing, time management, record keeping, follow up)
Good communication skills (both listening and speaking)
A friendly, pleasant manner, flexible, can-do attitude, team player
Excellent spelling, grammar and proofreading skills; attention to detail
Good problem solver with the ability to identify alternative solution; and,
Knowledge of engineering and environmental consulting and/or related industries would be an asset

Document Processing Specialist Resume Examples & Samples

Performs administrative tasks such as photocopying, preparing labels, setting up file folders, scheduling conference calls and meetings
Prints large jobs from websites, email, CD/DVDs or flash drives
Inputs time entry using DTE
Makes travel arrangements using Axiom
Converts documents from PDF to WORD
Formats, edits and styles basic to complex WORD documents including mail merge, large input and tables. Generates TOC and TOA
Creates PDF portfolios using Adobe Professional
Transcribes from dictation tapes
Works cooperatively with identified team members and all other Ropes & Gray employees
Maintains a detailed work productivity log
Actively participates in on-going training initiatives and independently seeks opportunities to enhance and improve skills
Follows departmental processes in order to accomplish tasks. Seeks guidance from coordinator when issues, conflicts or questions arise
Understands and supports firm policies and procedures
Maintains confidentiality in all client and firm matters
Interacts and communicates courteously and professionally with all Ropes & Gray clients and employees
Assists with software application testing, as assigned
65 wpm typing with expert proficiency in MS Office (Word, Excel, PowerPoint)
Highly proficient in a variety of software programs including: MS Word, Excel, PowerPoint, ChangePro, FileSite, Express Scribe, Adobe Acrobat, InterAction, RightFax, WinZip, DTE, Psship and other software related to the core functions of the document processing department. Legal experience and/or professional services experience preferred
Excellent verbal, written, organizational and interpersonal skills with sharp attention to detail. Ability to handle multiple tasks simultaneously and meet deadlines
Must be able to collaboratively work as a part of a team in a fast paced, deadline driven environment
Courteous, professional, flexible and able to work independently, as well as under the direction of attorneys, paralegals, administrative staff, clients and management
Ability to demonstrate initiative, be proactive and learn and adapt to new systems
Ability to perform under tight deadlines while maintaining a thoughtful and courteous manner
Ability to be a proactive, self-starter
Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks
Ability to work in a cross functional multi-office environment
Ability to work effectively in a culturally diverse environment
Must pay attention to details and have the ability to follow up and follow through

Cib-document Processing Specialist Resume Examples & Samples

Work closely with managers to provide feedback to continuously improve document management technology and workflow
Provide administration support, tracking and reporting as required
Perform due diligence process and control-related activities

Cib-document Processing Specialist Resume Examples & Samples

The team name is ‘Documentation Management’ and the job title is ‘Operations Analyst’. This Role is performed by both, graduates and post-graduates from various education disciplines (mainly BCOM, BBM, BBA MBA and LLB)
The employee should be flexible with shifts; currently there is only early morning shift (5AM to 2 PM) and evening shift (5 PM to 3 AM shift). In general, employees have to be flexible to work on both the shifts, employees will also have to change / rotate shifts periodically
Identify issues and co-ordinate with the relevant functions internally (eg: credit, legal etc) for prompt resolution on disputed points within set time-frame parameters
Working with key partners in legal, business, operations and technology, contribute towards the development of an efficient operating framework
Working closely with regional Legal operations Department (which has the overall responsibility for ISDA Master Agreement Negotiation and Transactions), the business and other stakeholders
Qualifications/Experience/Knowledge/Skills
An excellent understanding of the ISDA Master Agreement mechanics
Proficiency in MS office is a must
Ability to multi-task, identify priority issues and excellent execution mentality
Graduation is a must, Law and Commerce graduation preferred

Document Processing Team Lead Resume Examples & Samples

Update essential billing related documents to their corresponding loan accounts
Create bill documents as a result of verbal confirmation with Agents/ Carriers
Review account billing/payment history
Make outbound phone calls to request and/or clarify billing info, also to reconcile problematic payment issues, and document all calls accordingly
Determine, based upon acceptable criteria, whether or not a bill should be paid
Learn and practice client specific rules as they relate to bill processing
Present payments to be made for client disbursal
Identify duplicate billing items as well as overlapping/conflicting insurance policy info and correct accordingly
Log all activity onto corresponding accounts for record-keeping purposes
Meet quality & rate of work standards as defined by management
Create new Payees as necessary
1-3 years Accounts Payable experience preferred
Insurance experience is a plus, Property & Casualty experience preferred
MS Office Suite experience
Ability to communicate effectively via phone and email
Proven ability to adapt well to change
Ability to learn and perform in a fast-paced environment

Mail & Document Processing Specialist Resume Examples & Samples

Ensure compliance with established containment procedures in response to possible threats from suspicious packages - Moderate impact
Ensure the proper maintenance of automated equipment
Monitor document image quality; ensure compliance with operational and regulatory record keeping requirements - Experienced
Perform quality review of documents in preparation for electronic filing; forward questionable or incomplete documents to appropriate internal sources - Basic research/review
Prepare imaged documents for offsite transport and storage; prepare destruction lists in compliance with record retention guidelines - Moderate analysis
Receive and inspect incoming mail for suspicious packages or hazardous materials in accordance with federal and organization directives - Experienced
Receive, prepare, and send member documents/special mailings - Experienced
Research member and account information to confirm destination of mail and method of storage - Basic research/review
Scan prepared documents by job type into imaging system; ensure periodical export to appropriate mail and /or business unit work queue - Experienced
Sort, prioritize and distribute incoming mail according to PO Box designations, type and internal destination - Experienced
Identify and maintain log of technical, mechanical and/or electrical equipment problems; collaborate resolution with internal and external contacts
Research and respond to internal requests via on-line messaging system - Moderately Complex/Varied
Serve as mentor/trainer and provide guidance and assistance to team members
Working knowledge of mail operations and/or document management
Advanced database and presentation software skills
Effective clerical, technical or administrative skills
Effective research, analytical, and problem solving skills
Effective skill exercising initiative and using good judgment to make sound decisions
Effective word processing and spreadsheet software skills

Document Processing Assoc UK Shift am to am Resume Examples & Samples

Responsible for scanning invoices
Inserts bar code dividers between documents
Indexes invoices
Responsible for accurate batch totals
Maintains scanner
Ability to lift up to 50lbs frequently
General technical knowledge including the ability to perform basic computer and copying functions
Must be self-motivated, able to maintain a high level of accuracy in a repetitive task, and a team player