Filing Specialist

BCforward; Brooklyn (OH); On-site; USD 28,000 - 30,000; Full time

Job summary

BCforward seeks a Filing Specialist to join onsite in Brooklyn, OH for a 4-month contract. The role supports operations, documentation processing, and customer service within financial services, handling moderate transaction volumes with accuracy and deadlines.

You will file, record, and organize documentation across various banking products, review forms for proper procedures, and assist with billing inquiries while escalating complex issues as needed.

Qualifications

• 1-3 years of experience in an operations role.
• High School Diploma or GED required. College degree preferred.
• Ability to work effectively within a team environment and adapt to change.
• Excellent customer service, verbal and written communication, and interpersonal skills.
• Ability to work under pressure and meet deadlines with accuracy.
• Strong analytical, research, and problem resolution skills.
• Proficient in 10-Key with high speed and accuracy.
• Comfortable navigating multiple computer systems and applications.
• Proficient in Microsoft Office applications.
• Basic understanding of accounting principles, banking policies and procedures, government regulations, and loan documentation.
• Proven ability to handle monetary and processing functions independently and accurately with high transaction volumes.
• Ability to meet production goals and manage customer inquiries, including de-escalation when needed.
• Ability to work with minimal supervision and assist with training new staff as needed.
• Exceptional attention to detail.

Responsibilities

• Execute moderate operational and administrative tasks within defined parameters, with some exposure to complex issues.
• Administer procedures for filing, recording, processing, servicing, and organizing documentation for assigned products or processes.
• Review documentation to ensure proper forms, procedures, and controls are used for moderate activities.
• Support functions across credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance.
• Identify and resolve moderate issues using established guidelines, escalating complex matters to senior staff or supervisors.
• Provide service for moderately complex billing inquiries, service requests, suggestions, and complaints.
• Contribute to workflow or process changes and build a foundational understanding of assigned products and processes.
• Prepare recurring reports and fulfill analysis requests accurately and on time.
• Recommend and implement solutions to routine operational issues.
• Perform duties proficiently under moderate to limited supervision and handle other assigned tasks.

Skills

Operations experience

Team collaboration

Customer service

Communication

Attention to detail

10-Key

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Office

Job description

Job Title: Filing Specialist (1149)Location: Brooklyn, OHDuration: Contract - 4 monthsPay Range: $20/hr to $22/hr (W2)Job ID: 410755

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Filing Specialist to join our team onsite. The ideal candidate will have experience in operations, documentation processing, and customer service within financial services and a proven ability to handle high transaction volumes accurately while meeting deadlines.

Responsibilities

• Execute moderate operational and administrative tasks within defined parameters, with some exposure to complex issues.
• Administer procedures for filing, recording, processing, servicing, and organizing documentation for assigned products or processes.
• Review documentation to ensure proper forms, procedures, and controls are used for moderate activities.
• Support functions across credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance.
• Identify and resolve moderate issues using established guidelines, escalating complex matters to senior staff or supervisors.
• Provide service for moderately complex billing inquiries, service requests, suggestions, and complaints.
• Contribute to workflow or process changes and build a foundational understanding of assigned products and processes.
• Prepare recurring reports and fulfill analysis requests accurately and on time.
• Recommend and implement solutions to routine operational issues.
• Perform duties proficiently under moderate to limited supervision and handle other assigned tasks.

Required Skills & Qualifications

• 1-3 years of experience in an operations role.
• High School Diploma or GED required. College degree preferred.
• Ability to work effectively within a team environment and adapt to change.
• Excellent customer service, verbal and written communication, and interpersonal skills.
• Ability to work under pressure and meet deadlines with accuracy.
• Strong analytical, research, and problem resolution skills.
• Proficient in 10-Key with high speed and accuracy.
• Comfortable navigating multiple computer systems and applications.
• Proficient in Microsoft Office applications.
• Basic understanding of accounting principles, banking policies and procedures, government regulations, and loan documentation.
• Proven ability to handle monetary and processing functions independently and accurately with high transaction volumes.
• Ability to meet production goals and manage customer inquiries, including de-escalation when needed.
• Ability to work with minimal supervision and assist with training new staff as needed.
• Exceptional attention to detail.

Preferred Skills

• Experience within financial operations such as consumer lending, mortgage, or auto finance.
• Process improvement or workflow optimization experience.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer.

We value diversity and are committed to creating an inclusive environment for all employees.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.