Document Specialist

Creative Financial Staffing, LLC; Fresno (CA); On-site; USD 42,000 - 48,000; Full time

Job summary

Fresno Madera Farm Credit is seeking a Document Specialist for a temporary project in Fresno, CA. This onsite role focuses on gathering, organizing, and processing loan documentation to ensure files are complete for the next approval step.

The position runs about 6 to 8 weeks, 8:00 AM to 5:00 PM, Monday through Friday, onsite at Fresno office. Ideal for independent workers who thrive in a structured environment and value accuracy.

Qualifications

• 1+ years of administrative, document control, data entry, records management, or related experience.
• Strong computer skills with the ability to learn and navigate document management and internal software systems quickly.
• Experience managing electronic files, researching information, and maintaining accurate records.
• Excellent communication skills with the ability to collaborate through Microsoft Teams, email, and in-person interactions.

Responsibilities

• Process and enter data into internal loan and document management systems accurately and efficiently
• Scan, upload, and maintain electronic files to ensure documentation is organized and current
• Assemble complete loan packages by gathering and verifying required documentation
• Follow up with internal departments and employees to obtain missing information needed to move files forward
• Review and update records throughout the loan process to support the credit team’s workflow and project objectives

Skills

Administrative support

Data entry

Records management

Job description

Document Specialist
Location: Fresno, CA (Onsite)
Salary: $41,600 – $47,840 DOE

Fresno Madera Farm Credit is a well-established financial services organization dedicated to supporting California’s agricultural community through lending and financial solutions. As loan activity continues to grow, accurate documentation and efficient processing play a critical role in ensuring a smooth experience for both internal teams and customers.

The Opportunity

This project-based position was created to support a department managing a backlog of documentation while team members are on leave and key projects are being completed. Working closely with Ken Brown, Jaime, and several internal departments, you’ll take ownership of gathering, organizing, and processing loan documentation to ensure files are complete and ready for the next step in the approval process.

This role offers a great opportunity for someone who enjoys independent work, thrives in a structured environment, and takes pride in producing accurate, complete work.

What You’ll Do

• Process and enter data into internal loan and document management systems accurately and efficiently
• Scan, upload, and maintain electronic files to ensure documentation is organized and current
• Assemble complete loan packages by gathering and verifying required documentation
• Follow up with internal departments and employees to obtain missing information needed to move files forward
• Review and update records throughout the loan process to support the credit team’s workflow and project objectives

What We’re Looking For

• 1+ years of administrative, document control, data entry, records management, or related experience
• Strong computer skills with the ability to learn and navigate document management and internal software systems quickly
• Experience managing electronic files, researching information, and maintaining accurate records
• Excellent communication skills with the ability to collaborate through Microsoft Teams, email, and in-person interactions

Why This Role Stands Out

• Join a respected organization with a long history of serving the agricultural community throughout Central California
• Gain exposure to loan operations and documentation processes within a professional financial services environment
• Work closely with experienced leadership and key decision-makers on a high-priority project
• Become part of a collaborative team that values accountability, independence, and attention to detail

This is a temporary project expected to last approximately 6 to 8 weeks, with a September 1st start date. The schedule is Monday through Friday from 8:00 AM to 5:00 PM and is 100% onsite at Fresno Madera Farm Credit’s Fresno office. The ideal candidate is a self-starter who can work independently, stay organized with minimal supervision, and proactively solve problems as they arise.

If you’re looking for a role where you can make an impact while continuing to grow professionally, this could be the right next step.

Timing is everything. Whether you’re actively exploring or open to the right opportunity, we’d welcome the chance to connect. Many of our roles are not posted publicly—reach out to learn more.