Document Specialist

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

Job summary

Dexian is seeking an onsite Documentation Specialist to join a Fortune 500 financial services team in Plano. You will manage high-volume documentation, review contracts, and support filing, data entry, and communications to ensure accuracy and timely processing.

The role requires meticulous attention to detail, ability to multitask in a fast-paced environment, and strong organizational skills. You will work onsite Monday through Friday and utilize Google Suite and Microsoft Office tools to track

Qualifications

• High School Diploma or equivalent.
• At least 1 year of file-room experience or office/call center experience.
• Basic knowledge of Google Suite (Sheets, Docs, Gmail).
• Basic knowledge of Microsoft Office (Excel/Word).
• Must report onsite Monday - Friday.
• Strong organization and attention to detail.

Responsibilities

• Review 100–300 documents daily for accuracy.
• Handle incoming mail: document, distribute, or re-route.
• Make outbound calls to obtain information when needed.
• Fax, mail, and overnight 100+ documents daily.
• Data entry and data collection with accuracy.
• Create and maintain spreadsheets in Excel.
• File and organize documents electronically and physically.

Skills

Attention to detail

Time management

Data entry

Multitasking

Independent work

Communication skills

Education

High School Diploma

Tools

Google Sheets

Google Docs

Gmail

Microsoft Excel

Microsoft Word

Job description

Seeking an onsite Documentation 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.