Document Management Specialist (IN OFFICE 5 DAYS/WEEK)
Equitable Holdings, Charlotte, North Carolina, United States, 28245
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a Document Management Specialist. The Document Management Center (DMC) is a critical component of our overall Life New Business operation. This unit will be the initial point of processing for all our client paperwork after the Replace project goes live. It is vitally important to have a smooth operation in order to meet our sales goals and customer centricity goals established for our organization.
What You’ll Be Doing
Opening, sorting, preparing, scanning and researching inbound documents and checks coming in to Equitable.
Works in a team-oriented environment where flexibility and cooperation are essential.
Initial point of contact for all incoming mail (inforce and new business).
Responsible for putting checks and documents through multiple imaging work streams (AWD, nbA, OCR).
Documents are highly sensitive in nature and must be identified and routed quickly and correctly to proper work areas to ensure that downstream functional areas can meet customer expectations for quality and timeliness.
Sort all incoming street mail and express mail documents and checks by identifying document source and corresponding imaging system.
Use designated patch sheets to separate requests and batches.
Place checks in plastic scanning sleeves.
Run scan equipment for AWD, nbA, OCR, and conduct a quality review of documents scanned to ensure all information from the original documents has been captured.
Clean and calibrate scan equipment twice daily performing each required step in the process.
Place service calls to Equitable IT or directly to Cannon and work with the repair representative to determine next steps, communications required, and workarounds.
Assist in pulling documents from storage for re-scan.
Pack and file scanned material, maintain proper storage procedures and shred older documents in accordance with the current retention policy.
Report out any metrics the functional areas require.
Keep received logs as designated by the business areas.
Record check information for scanning.
Review and prepare all documents and checks for scanning, including taping tears, removing staples, and preparation of documents to full sheets.
Identify legal seals to properly designate legal documents, reflecting the condition of the documents by noting on the Document Worksheet the state of all legal/notarized documents.
Please note this position is an essential worker role and will need to work in office 5 days per week. Hours of Operation: 8:00 am - 4:30 pm EST The base salary for this position is $41,712.00. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program
Works in a team-oriented environment where flexibility and cooperation are essential.
Initial point of contact for all incoming mail (inforce and new business).
Responsible for putting checks and documents through multiple imaging work streams (AWD, nbA, OCR).
Documents are highly sensitive in nature and must be identified and routed quickly and correctly to proper work areas to ensure that downstream functional areas can meet customer expectations for quality and timeliness.
Sort all incoming street mail and express mail documents and checks by identifying document source and corresponding imaging system.
Use designated patch sheets to separate requests and batches.
Place checks in plastic scanning sleeves.
Run scan equipment for AWD, nbA, OCR, and conduct a quality review of documents scanned to ensure all information from the original documents has been captured.
Clean and calibrate scan equipment twice daily performing each required step in the process.
Place service calls to Equitable IT or directly to Cannon and work with the repair representative to determine next steps, communications required, and workarounds.
Assist in pulling documents from storage for re-scan.
Pack and file scanned material, maintain proper storage procedures and shred older documents in accordance with the current retention policy.
Report out any metrics the functional areas require.
Keep received logs as designated by the business areas.
Record check information for scanning.
Review and prepare all documents and checks for scanning, including taping tears, removing staples, and preparation of documents to full sheets.
Identify legal seals to properly designate legal documents, reflecting the condition of the documents by noting on the Document Worksheet the state of all legal/notarized documents.
Please note this position is an essential worker role and will need to work in office 5 days per week. Hours of Operation: 8:00 am - 4:30 pm EST The base salary for this position is $41,712.00. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program