Data Entry Assistant

Dexian; Plano (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Dexian is seeking an onsite Document Specialist for a Fortune 500 Financial Services Corporation in Plano, TX. The role centers on meticulous review of 100–300 documents daily, data entry, and organized filing in electronic and physical formats.

Candidates should demonstrate strong attention to detail, the ability to multi-task, and work independently with high accuracy. Proficiency in Google Suite and Microsoft Office is expected.

Qualifications

• Attention-to-detail is essential as the role mainly reviews auto finance contracts.
• Filing, pulling files, and related clerical tasks are required.
• Must use word processing apps and spreadsheets to track and document metrics.
• Ability to identify documents required for legal retention and satisfy internal requests.

Responsibilities

• Physically review 100–300 documents daily for accuracy.
• Review incoming mail and route to correct teams.
• Make outbound calls to collect missing information when needed.
• Fax, mail, and overnight over 100 documents daily.
• Perform data entry and data collection tasks accurately.
• Create and maintain spreadsheets in Excel.
• File and organize documents in electronic and physical formats.

Skills

Attention to detail

Time management

Prioritization

Data entry

Multi-tasking

Independent work

Written and verbal communication

Education

High School Diploma

Tools

Google Suite

Microsoft Office

Excel

Job description

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

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.