Document Processor Job Description template and pdf with duties [2024]

Job summary 1

We are actively recruiting a Document Processor. The Document Processor provides document processing services to external and internal clients ensuring the firm’s high quality service expectations are met.

Duties & Responsibilities 1

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Formats and revises complex documents from handwritten drafts, digital dictation, electronic files or other media, or by scanning, or utilizing sophisticated software packages (not limited to) Microsoft Word, PowerPoint, Excel, Access, Publisher, Visio, WordPerfect, AIA, Adobe Acrobat, Nuance, Best Authority and Change-Pro or other redlining software.
Prints and proofreads all work with a high degree of proficiency to meet stated objectives for accuracy. Audits and reproofs work assignments, as directed by a Document Processing Supervisor.
- Utilizes desktop publishing software, graphics and spreadsheet programs to create, revise and print a variety of materials. Plans, develops and translates ideas and concepts into visual layout of text, photos or illustrations for newsletters, announcements, invitations, brochures, posters, manuals, overheads or other presentation materials, and collaborates with onsite resources to determine and execute printing specifications.
- Converts files using specialized conversion packages or standard software and performs document cleanup functions.
- Performs electronic filings as needed.

Requirements & Skills 1

Job summary 2

We are hiring a Document Processor to aid our team in managing commodity contract information. This position consists of driven, entrepreneurial professionals committed to providing excellent service for our customers.

Duties & Responsibilities 2

Maintain electronic and paper files, documents and system/database data, and produce requested reports
Format and revise complex documents from handwritten drafts, electronic files or other media. Scan documents and utilize sophisticated software to upload and maintain files
Convert files from physical paper to electronic using software and perform document cleanup functions
Follow standard procedures in conducting assigned processes. Complete all necessary steps, documentation, systems entry, and filing to ensure proper completion
Prepare and distribute correspondence
- Assist in the flow of information and documentation so that internal stakeholders are apprised
- Assist with projects as assigned
- What is expected of you and others at this level

Requirements & Skills 2

Acquires basic skills to perform routine tasks
Work is prescribed and completed with little autonomy
Works with either close supervision, or under clearly defined procedures
- High School Diploma or GED equivalent required
- 0-2 years’ relevant experience required
- Strong word processing and desktop publishing skills

Job summary 3

The Document Processor will be responsible for the timely and accurate processing of insurance documents received by mail and/or electronic upload for multiple financial institutions within established production and quality guidelines.

Duties & Responsibilities 3

Analyze and interpret insurance documents and update information to a proprietary computer system
Perform within strict guidelines while maintaining high standards of accuracy and productivity
Be part of a team responsible for overall service level standards

Requirements & Skills 3

Excellent data entry skills – minimum of 45 WPM
Demonstrate essential cognitive skills by passing required assessment
Ability to remain focused with attention to detail for entire shift
- High School Diploma or equivalent
- One-year prior experience in a fast-paced production environment preferred
- Previous insurance experience beneficial, especially auto insurance

Job summary 4

A Document Processor is an integral part of our Bridge Service and Operations team working closely with our internal Customer Care, Consulting, and Product Support teams on client disclosure documents.

Duties & Responsibilities 4

Participate in Document Set-Up, Optimization, and editing (both content and formatting) of client documents
- Actively participate and may lead client training
- Troubleshoot Word formatting and HTML rendering issues
- Collaborate with professional services teams with the goal of providing exceptional service to our clients

Requirements & Skills 4

Job summary 5

Document Processor is part of our Print Shop team which provides back office support for our clients. The Document Processor is responsible for ensuring our print and mail production operation is completed each day which includes scanning, faxing, mailing, and other services. Work assigned and performed needs to be completed accurately, in a timely fashion, and delivered with high quality.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

The Document Processor is responsible for creating complete and accurate loan documentation to ensure a legally enforceable contractual agreement between the borrower and the bank while satisfying all internal and external regulatory requirements.

Duties & Responsibilities 6

Prepares required loan documentation for all personal property consumer transactions ensuring a legally enforceable agreement between borrower and the bank.
- Reviews loan documentation for state specific requirements, file contents for all applicable supporting documentation, and verification of the rate as documented in the application processing system.
- Reviews loan file to ensure accuracy and completeness. This includes to checking for spelling errors, correct rates, and the inclusion of all required supporting documentation. Reviews title work for accuracy and state specific requirements.
- Works with collateral and underwriting staff members to resolve any questions or issues associated with the file.

Requirements & Skills 6

Job summary 7

We have an immediate opening for a Document Processor on the Firmwide Administrative Support Team in our office. This position reports to the FAST Supervisor.

Duties & Responsibilities 7

Create, revise, format proofread, label and redact documents, spreadsheets, presentations, charts, forms and templates; apply track changes, automatic numbering and styles; keyboard a variety of documents from audio files, handwritten drafts or notes; prepare tables of contents; PDF conversions; compare documents and produce redline comparisons; and create mail merges (letters, envelopes and labels).
- Enter and process data including timesheets, approval forms, expenses, vendor invoices, new business intake and conflicts, continuing legal education credit tracking, contact databases and distribution lists; photocopy, scan, fax, print and organize documents; distribute internal mail and documents; file management and maintenance (hard copy and electronic); schedule meetings and coordinate reservations for conference rooms; retrieve documents from document management system; and document management via secure file sharing websites.
- Edit non-legal documents for basic grammar (punctuation, spelling, consistency, sense, accuracy, proper wording, format, and outline); and manual word-for-word comparison of documents.
- Accurate and consistent tracking and reporting of work assignments through ticketing system; communicate and collaborate with team regarding workload and availability provide coverage for FAST members during times of need, such as heavy workload and unplanned or planned absences; produce consistently accurate and high-quality work product to Firm and department service level standards; and contribute to improvements in efficiency and quality of work; and create and update knowledge articles.

Requirements & Skills 7

Accurately type 50+ wpm
Advanced proficiency in Microsoft Word
Intermediate proficiency in Microsoft Excel, Outlook, PowerPoint and Visio, iManage, and Adobe Acrobat DC
Intermediate proficiency in MacPac, Express Scribe, Workshare Compare, BOX, Metadata Assistant and 7-Zip preferred
Intermediate proficiency in Chrome River, Carpe Diem, Paperless Proforma, Intapp, Meeting Room Manager and Interaction preferred
- High school diploma or equivalent required
- At least three years of experience providing legal administrative and/or document processing support, preferably in a large law firm setting supporting a variety of areas of law, required
- College degree in a related field in lieu of one year of work experience

Job summary 8

The Document Processor is responsible for preparing documents for scanning.

Duties & Responsibilities 8

Reviewing documents for presence of certain information.
Identify and outsource critical documents for special processing.
Fix and repair small rips or tears with tape, remove staples, paperclips, etc.
Utilizing sort sheets as directed.
Make copies as needed.
- May electronically sort and code documents within the system.
- Reference work instructions as needed.
- Required to attend mandatory meetings and trainings, work scheduled overtime with minimal notice, and perform other duties as assigned per business needs.

Requirements & Skills 8

Must be at least 18 years of age.
Able to read, write and speak English.
- Able to maintain confidential information.
- Successfully pass and maintain acceptable background checks and security clearances.
- Strong attention to detail.

Job summary 9

The Document Processor will be responsible for sorting document packages and pulling specific, required forms for processing.

Duties & Responsibilities 9

Sorting and organizing sensitive transactional documents.
Moving boxes of documents, up to 30 pounds.
- Scanning and uploading documents.
- Reassembling packets.
- Other clerical duties as assigned.

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