Document Imaging Specialist

Job Description

Reviews digital document queues to ensure documents are accurately represented, legible, divided, and uploaded to the correct locations. Reviews imaging system customer and account information to ensure data correctness. Scans documents; reviews and quality controls scanned batches on the Imaging system to ensure accuracy and adherence to department standards by performing the following duties.

• Indexes deposit/lending/retail document batches from banking centers scanned to the respective queues for imaging.
• Renames documents as needed and/or corrects documents as necessary.
• Prepare files for scanning, scanning the documents ensuring they are scanned correctly - i.e. Index with digital tools or manually separate.
• Performs Quality Control (QC) of imaged documents scanned by our department.
• Retains documents in accordance with departmental guidelines (extract required physical loan documents and file them in the vault).
• Scans/indexes/renames as needed for all departments in the ROC (Account Services, Deposit Operations E-Banking, Loan Operations, Retail, Wire Department).
• Import documents from Warehouse Lending and Mortgage Private Banking into imaging system or shared drive locations as requested.
• Utilize provided reports to manually update incorrect account or customer information and loan renewals within Imaging system.
• Sets up monthly folders for Account Services, Deposit Operations E-Banking, Loan Operations, Repos, Retail, Wire Department.
• Indexes verified Boarding Data sheets for Loan Operations.
• Assists with working incoming loan packages as needed.
• Assists all bank employees with imaging issues as needed.
• Assists as needed with special projects within the department.

Position does not have supervisory responsibilities.

Analytical and Design - Collects and researches data;
Demonstrates attention to detail.

Problem Solving - Identifies and resolves problems in a timely manner.

Interpersonal Skills/Customer Service - Maintains confidentiality;
Manages difficult or emotional customer situations;
Responds promptly to customer needs;
Responds to requests for service and assistance;
Meets commitments.

Oral and Written Communication - Listens and gets clarification;
Responds well to questions;
Writes clearly and informatively;
Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities;
Contributes to building a positive team spirit;
Puts success of team above own interests;
Supports everyone's efforts to succeed.

Organizational Support - Follows policies and procedures;
Supports organization's goals and values.

Judgment - Displays willingness to make decisions;
Exhibits sound and accurate judgment;
Makes timely decisions.

Planning/Organizing - Prioritizes and plans work activities;
Uses time efficiently.

Professionalism - Approaches others in a tactful manner;
Reacts well under pressure;
Treats others with respect and consideration regardless of their status or position.

Quality and Quantity - Demonstrates accuracy and thoroughness;
Monitors own work to ensure quality;
Meets productivity standards;
Completes work in timely manner;
Works quickly.

Adaptability and Initiative - Adapts to changes in the work environment;
Manages competing demands;
Able to deal with frequent change, delays, or unexpected events;
Asks for and offers help when needed.

Attendance/Punctuality and Dependability - Is consistently at work and on time;
Follows instructions, responds to management direction;
Takes responsibility for own actions.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or general education degree (GED); minimum two years banking-related experience.

To perform this job successfully, an individual should be able to proficiently use computer keyboard and software applications such as Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as Accu Systems, IBS, nCino, etc. Ability to use basic office machines.

Promotes the Bank's culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms; stoop, kneel, crouch, or…