Document Imaging & Records Specialist

AppleOne Employment Services; Novato (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

AppleOne Employment Services is supporting a banking client in hiring a Document Imaging Coordinator to manage imaging, archiving, retrieval, and records management. The role focuses on accuracy, security, and regulatory compliance in a fast-paced setting.

The ideal candidate will have banking document management experience and familiarity with OnBase, SQL, archival systems, and strong Excel/Word/Outlook skills to assist audits and controls.

Qualifications

• Banking experience with document or records management.
• Advanced OnBase (Optima) expertise.
• Archival System experience.
• Knowledge of SQL and FIS Core System.
• Familiarity with FOS Statement Output Service.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• Excellent organization and communication skills.

Responsibilities

• Oversee document imaging, archiving, retrieval, and quality control.
• Monitor daily workflow and ensure compliance deadlines are met.
• Support document management systems and process improvements.
• Maintain records, statements, and offsite storage.
• Partner with bank departments to support audit, compliance, and records management.

Skills

Organizational skills

Communication skills

Microsoft Office proficiency

Tools

OnBase (Optima)

Archival System

SQL

FIS Core System

FOS Output Service

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

AppleOne Employment Services is supporting a banking client in hiring a Document Imaging Coordinator to manage imaging, archiving, retrieval, and records management. The role focuses on accuracy, security, and regulatory compliance in a fast-paced setting.

The ideal candidate will have banking document management experience and familiarity with OnBase, SQL, archival systems, and strong Excel/Word/Outlook skills to assist audits and controls.