Logo
Dexian

Document Specialist

Dexian, Plano, Texas, us, 75086

Save Job

Seeking an onsite Document Specialist to join a Fortune 500 Financial Services Corporation. The department is a high volume and fast paced line of business. As a Document Specialist, you will be assigned various documentation and administrative tasks daily that will exercise your strengths in time management and prioritization.

In this role you will effectively manage the following tasks:

Physically review 100-300 documents daily to check for accuracy

Review incoming mail - document the system of record, distribute to the team, or re-route to the correct department

Make outbound calls to collect additional information from customers if we are unsuccessful with processing their request

Responsible for faxing, mailing, and overnighting over 100 documents daily

Assist with other duties and projects as assigned

Perform data entry and data collection tasks accurately and efficiently as needed

Utilize Microsoft Excel to create and maintain spreadsheets

File and organize documents in both electronic and physical formats

Required:

Attention-to-detail is a must, as the primary function of this role is to review auto finance contracts

This position also involves filing paperwork, pulling files off the shelf, and other various tasks

Must be able to use word processing applications and electronic worksheets to accurately track and record metrics

Ability to identify documents required for legal retention

Satisfying file and image requests from multiple sources, reports, people, and other internal departments

Strictly adhere to company procedures and policies, in addition to process procedures

Being flexible as business needs may require

Must be dependable and consistently show up to work at designated scheduled time

Demonstrate ability to multi-task with a balance of speed and accuracy

Must be self‑motivated and demonstrate the ability to work independently with a high degree of attention to detail

Must be able to meet and maintain 99% accuracy and efficiency standards set forth for all job duties

Qualifications:

High School Diploma

At least 1 year of file‑room experience or 1 year of experience in an office/call‑center setting

Basic knowledge of Google Suite (Sheets, Docs, G‑Mail)

Basic knowledge and experience with Microsoft Office (Excel/Word)

MUST report onsite Monday – Friday

Positive morale and attitude

Strong organization skills and attention to detail

Must be able to work in a high volume, fast paced environment

Proven data entry and documentation management experience

Ability to work independently and prioritize tasks effectively

Excellent written and verbal communication skills

Seniority level: Entry level.

Employment type: Full‑time.

Job function: Finance, Customer Service, and Administrative.

Industries: Financial Services, Administrative and Support Services, Office Administration.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. #J-18808-Ljbffr